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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
576
Prospera Financial Services
Texas
$341K +$48.4K +1,310 +15%
WB
577
WesBanco Bank
West Virginia
$340K -$21.2K -575 -6%
PFP
578
Paragon Financial Partners
California
$338K
CIA
579
Concurrent Investment Advisors
Florida
$338K +$72.3K +1,960 +25%
CA
580
Clearstead Advisors
Ohio
$337K -$21.1K -572 -6%
CFP
581
Catalyst Financial Partners
Massachusetts
$336K +$4.06K +110 +1%
Bessemer Group
582
Bessemer Group
New Jersey
$336K +$13.3K +361 +4%
PWM
583
Perigon Wealth Management
California
$334K -$5.68K -154 -2%
CT
584
ClearAlpha Technologies
Connecticut
$330K +$352K +9,547 New
LSAG
585
Lake Street Advisors Group
New Hampshire
$330K +$38.9K +1,055 +12%
HBT
586
Heartland Bank & Trust
Illinois
$329K -$8.19K -222 -2%
HIA
587
Harbor Investment Advisory
Maryland
$326K -$31.7K -859 -8%
ACA
588
Aptus Capital Advisors
Alabama
$326K +$11.2K +304 +3%
JIC
589
Johnson Investment Counsel
Ohio
$325K +$11.5K +312 +3%
V
590
VeraBank
Texas
$322K
MWM
591
Modern Wealth Management
Kansas
$322K +$343K +9,296 New
AWM
592
Aviso Wealth Management
Washington
$321K +$102K +2,770 +43%
AAM
593
Advisors Asset Management
Colorado
$320K -$10.5K -285 -3%
CIA
594
ClearBridge Investments (Australia)
Australia
$320K
EP
595
Edgestream Partners
New Jersey
$319K -$4.5M -121,822 -93%
AMIM
596
Aull & Monroe Investment Management
Alabama
$318K
SW
597
SVB Wealth
Massachusetts
$317K -$124K -3,373 -27%
Walleye Trading
598
Walleye Trading
New York
$316K -$246K -6,664 -42%
AWM
599
Apollon Wealth Management
South Carolina
$315K -$106K -2,879 -24%
BF
600
BOK Financial
Oklahoma
$314K -$319K -8,643 -49%