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Name Holding Trade Value Shares
Change
Change in
Stake
AFT
551
Alpha Family Trust
California
$302K
IA
552
IFP Advisors
Florida
$299K -$7.55K -106 -3%
SFS
553
Sowell Financial Services
Arkansas
$298K +$143 +2 +0.1%
KWM
554
Kingsview Wealth Management
Oregon
$297K +$24.2K +340 +10%
KCPG
555
Kavar Capital Partners Group
Kansas
$297K
LFS
556
Legacy Financial Strategies
Kansas
$296K
GT
557
Greenleaf Trust
Michigan
$294K +$26.5K +372 +11%
BCP
558
Blackhawk Capital Partners
Wisconsin
$293K +$16.3K +229 +6%
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$292K -$4.35K -61 -2%
TCOK
560
Trust Company of Kansas
Kansas
$292K +$8.55K +120 +3%
RSWM
561
Robertson Stephens Wealth Management
California
$290K +$272K +3,812 New
BTC
562
Bank & Trust Company
Illinois
$290K -$12K -169 -4%
TCBWMS
563
Texas Capital Bank Wealth Management Services
Texas
$287K +$269K +3,781 New
AWM
564
Apollon Wealth Management
South Carolina
$287K -$159K -2,233 -37%
LWL
565
Leo Wealth LLC
Texas
$287K -$1.18M -16,526 -81%
MMA
566
Miracle Mile Advisors
California
$287K +$269K +3,772 New
FNA
567
First National Advisers
Nebraska
$286K
CWM
568
Cornerstone Wealth Management
Missouri
$285K +$6.63K +93 +3%
TYCC
569
Texas Yale Capital Corp
Florida
$285K
CPSAC
570
Chas P. Smith & Associates (CPS)
Florida
$284K
ECM
571
Everence Capital Management
Indiana
$283K
CI Investments Inc
572
CI Investments Inc
Ontario, Canada
$281K -$124K -1,735 -32%
GI
573
Gradient Investments
Minnesota
$280K -$86.5K -1,213 -25%
CFG
574
Citizens Financial Group
Rhode Island
$280K +$262K +3,680 New
VWM
575
Venturi Wealth Management
Texas
$279K +$30.5K +428 +13%