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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
676
HB Wealth Management
Georgia
$283K +$293K +6,241 New
Walleye Trading
677
Walleye Trading
New York
$282K -$2.7M -57,411 -90%
WMS
678
Wealth Management Solutions
Pennsylvania
$282K +$16.5K +351 +6%
MS
679
Maven Securities
Jersey
$282K +$293K +6,230 New
CSIC
680
Clifford Swan Investment Counsel
California
$281K +$16.7K +355 +6%
FHC
681
First Heartland Consultants
Missouri
$281K +$292K +6,219 New
SCA
682
Stonebridge Capital Advisors
Minnesota
$279K
SS
683
Simplicity Solutions
Minnesota
$279K +$24.2K +514 +9%
BWFA
684
Baltimore-Washington Financial Advisors
Maryland
$277K -$46.3K -985 -14%
CBN
685
Cadence Bank NA
Texas
$276K -$22.3K -474 -7%
TCMP
686
Thrive Capital Management (Pennsylvania)
Pennsylvania
$275K +$1.74K +37 +0.6%
SWA
687
Stratos Wealth Advisors
Ohio
$273K +$9.12K +194 +3%
CWM
688
Connecticut Wealth Management
Connecticut
$272K -$517 -11 -0.2%
CW
689
CreativeOne Wealth
Kansas
$272K +$283K +6,011 New
AC
690
Abbrea Capital
California
$271K
JIC
691
Johnson Investment Counsel
Ohio
$270K +$18.9K +401 +7%
KFI
692
Key Financial Inc
Pennsylvania
$268K -$10.6K -225 -4%
DWP
693
Destiny Wealth Partners
Florida
$267K +$128K +2,715 +86%
CII
694
Capital International Inc
California
$266K -$2.54K -54 -0.9%
CIAS
695
Capital Investment Advisory Services
North Carolina
$264K
HNWAG
696
High Net Worth Advisory Group
Florida
$262K -$18.8K -400 -6%
PA
697
Parallel Advisors
California
$260K +$38.1K +811 +16%
NIM
698
NuWave Investment Management
New Jersey
$259K -$170K -3,618 -39%
SFG
699
StrategIQ Financial Group
Indiana
$258K
MIM
700
MTM Investment Management
South Carolina
$257K