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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
676
CFS Investment Advisory Services
New Jersey
$345K +$10.3K +142 +3%
OAS
677
Optivise Advisory Services
Tennessee
$345K
CT
678
Colonial Trust
South Carolina
$345K +$289 +4 +0.1%
CW
679
CreativeOne Wealth
Kansas
$342K +$42.2K +585 +15%
MC
680
Moors & Cabot
Massachusetts
$337K -$11K -153 -3%
RSWM
681
Robertson Stephens Wealth Management
California
$337K -$2.89K -40 -0.9%
MWP
682
Meriwether Wealth & Planning
Louisiana
$335K +$319K +4,417 New
Jane Street
683
Jane Street
New York
$334K -$627K -8,688 -66%
KIA
684
Knollwood Investment Advisory
Maryland
$334K
HIS
685
Horizon Investment Services
Indiana
$328K -$7.44K -103 -2%
CI
686
Cigna Investments
Connecticut
$327K -$7.22K -100 -2%
HPC
687
HM Payson & Co
Maine
$326K +$9.1K +126 +3%
EGA
688
E&G Advisors
Texas
$326K -$21.7K -300 -7%
GT
689
Glenview Trust
Kentucky
$325K -$2.31K -32 -0.7%
WPC
690
Wedmont Private Capital
Pennsylvania
$324K +$307K +4,250 New
PA
691
Procyon Advisors
Connecticut
$322K -$186K -2,583 -38%
LSAG
692
Lake Street Advisors Group
New Hampshire
$318K +$7.36K +102 +2%
AIP
693
Ameritas Investment Partners
Nebraska
$317K -$22.8K -316 -7%
LCM
694
LCM Capital Management
Illinois
$314K
FFN
695
Focus Financial Network
Minnesota
$313K
CIA
696
Cape Investment Advisory
Georgia
$312K -$866 -12 -0.3%
FFS
697
Founders Financial Securities
Maryland
$309K +$9.6K +133 +3%
PTP
698
Platform Technology Partners
New York
$308K
BF
699
BOK Financial
Oklahoma
$308K -$2.74K -38 -0.9%
PPC
700
Park Place Capital
Alabama
$307K -$144K -1,988 -33%