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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
501
Ethos Financial Group
Pennsylvania
$325K -$7.29K -51 -2%
BC
502
Bridgefront Capital
Texas
$324K +$319K +2,232 New
LIM
503
Leavell Investment Management
Alabama
$324K -$3.86K -27 -1%
Optiver Holding
504
Optiver Holding
Netherlands
$324K +$319K +2,231 New
CIA
505
Choate Investment Advisors
Massachusetts
$323K
GHAM
506
Gilman Hill Asset Management
Connecticut
$320K +$14.3K +100 +5%
GRP
507
Global Retirement Partners
California
$319K +$314K +2,196 New
Vontobel Holding
508
Vontobel Holding
Switzerland
$317K
CPIG
509
Chicago Partners Investment Group
Illinois
$313K -$3.57K -25 -1%
GT
510
Glenview Trust
Kentucky
$311K -$1.57K -11 -0.5%
FG
511
Fiduciary Group
Georgia
$311K
TCOT
512
Trust Company of Toledo
Ohio
$303K -$87.2K -610 -23%
AFG
513
Atomi Financial Group
New York
$301K +$66.2K +463 +29%
Simplex Trading
514
Simplex Trading
Illinois
$297K +$292K +2,043 New
CI
515
Cigna Investments
Connecticut
$295K
CA
516
Clearstead Advisors
Ohio
$294K +$15.6K +109 +6%
LWAM
517
Legacy Wealth Asset Management
Minnesota
$294K -$13.2K -92 -4%
WSFS
518
Wilmington Savings Fund Society
Delaware
$293K +$286 +2 +0.1%
SPFA
519
Summit Place Financial Advisors
New Jersey
$291K
IC
520
IEQ Capital
California
$290K +$285K +1,995 New
AWM
521
Aprio Wealth Management
Georgia
$289K +$56.6K +396 +25%
APA
522
Astoria Portfolio Advisors
New York
$286K +$6K +42 +2%
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$285K +$11.3K +79 +4%
CI
524
CX Institutional
Indiana
$284K +$86.8K +607 +45%
GSCM
525
Greenfield Seitz Capital Management
Texas
$282K