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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
701
Arkadios Wealth Advisors
Georgia
$531K +$342K +6,622 +224%
LSA
702
Leonteq Securities AG
Switzerland
$531K +$494K +9,559 New
CI
703
Conning Inc
Connecticut
$529K -$53K -1,026 -10%
EM
704
Excalibur Management
Massachusetts
$529K +$110K +2,129 +29%
DJSG
705
D.J. St. Germain
Massachusetts
$525K +$20.1K +390 +4%
FA
706
FDx Advisors
Illinois
$522K +$32K +620 +7%
GT
707
Glenview Trust
Kentucky
$520K -$5.63K -109 -1%
MIC
708
Meridian Investment Counsel
California
$518K
CF
709
Centaurus Financial
California
$515K +$68.2K +1,321 +17%
KPWS
710
Kestra Private Wealth Services
Texas
$514K +$17K +329 +4%
FWM
711
Frontier Wealth Management
Missouri
$513K -$18.3K -355 -4%
DAS
712
Dynamic Advisor Solutions
Arizona
$511K +$47.6K +922 +11%
CSPIA
713
Cary Street Partners Investment Advisory
Virginia
$511K +$390K +7,556 +459%
CT
714
Columbia Trust
Oregon
$511K +$476K +9,214 New
SNT
715
Security National Trust
West Virginia
$510K -$17.2K -333 -3%
VCA
716
Verdence Capital Advisors
Maryland
$509K -$7.07K -137 -1%
I
717
INVST
Indiana
$509K +$71K +1,375 +18%
PFS
718
Prospera Financial Services
Texas
$509K +$470K +9,112 +22,780%
RWA
719
Ropes Wealth Advisors
Massachusetts
$508K -$150K -2,900 -24%
VFA
720
Valeo Financial Advisors
Indiana
$507K -$49.9K -967 -10%
SG
721
StoneX Group
New York
$504K -$1.55K -30 -0.3%
MPCG
722
Matrix Private Capital Group
New York
$504K +$97.8K +1,895 +26%
BAS
723
Brown Advisory Securities
Maryland
$501K -$40.8K -791 -8%
TFM
724
TFC Financial Management
Massachusetts
$499K -$10.3K -199 -2%
AAS
725
Avantax Advisory Services
Texas
$498K -$894K -17,315 -66%