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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
551
Congress Park Capital
New York
$221K +$96.6K +650 +58%
RFN
552
Redwood Financial Network
Ohio
$220K +$263K +1,770 New
BZWA
553
Blue Zone Wealth Advisors
California
$219K +$7.29K +49 +3%
Tokio Marine Asset Management
554
Tokio Marine Asset Management
Japan
$218K +$40.7K +274 +19%
Stonegate Investment Group
555
Stonegate Investment Group
Alabama
$217K +$259K +1,744 New
RFG Advisory
556
RFG Advisory
Alabama
$216K -$14.1K -95 -5%
SG
557
StoneX Group
New York
$215K -$6.54K -44 -2%
CGL
558
Clarius Group LLC
Washington
$215K – – –
YC
559
Yarbrough Capital
Tennessee
$214K – – –
QOP
560
Quinn Opportunity Partners
Virginia
$211K – – –
HBK Sorce Advisory
561
HBK Sorce Advisory
Pennsylvania
$210K -$201K -1,352 -44%
EI
562
Ellevest Inc
New York
$210K +$43.3K +291 +21%
GAM
563
Griffin Asset Management
New York
$206K +$3.27K +22 +1%
IWP
564
Icon Wealth Partners
Texas
$206K +$104K +700 +73%
IFP Advisors
565
IFP Advisors
Florida
$205K -$667K -4,490 -55%
RC
566
Rovin Capital
Arizona
$204K +$245K +1,645 New
Evergreen Capital Management
567
Evergreen Capital Management
Washington
$203K +$13.2K +89 +6%
Conning Inc
568
Conning Inc
Connecticut
$203K +$76K +511 +46%
Balentine LLC
569
Balentine LLC
Georgia
$203K +$243K +1,634 New
SAM
570
Secure Asset Management
Michigan
$202K +$18.4K +124 +8%
Ameritas Investment Partners
571
Ameritas Investment Partners
Nebraska
$201K -$17.7K -119 -7%
JCM
572
Jacobi Capital Management
Pennsylvania
$200K +$239K +1,610 New
Valeo Financial Advisors
573
Valeo Financial Advisors
Indiana
$198K +$4.01K +27 +2%
Spire Wealth Management
574
Spire Wealth Management
Virginia
$192K -$15K -101 -6%
RE
575
RBC Europe
United Kingdom
$192K – – –