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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
Cigna Investments
Connecticut
$515K -$11.1K -821 -2%
SFG
752
Southern Financial Group
Alabama
$513K +$29.1K +2,157 +6%
KWM
753
Kaydan Wealth Management
Michigan
$511K +$18.3K +1,353 +4%
TFGT
754
TS Financial Group (TSFG)
Illinois
$510K -$7.58K -562 -2%
MC
755
Machina Capital
France
$505K -$1.34M -99,478 -73%
AWAP
756
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$502K – – –
WIM
757
WealthPlan Investment Management
Nebraska
$501K +$30.6K +2,269 +7%
GM
758
GeoWealth Management
Illinois
$501K +$27.2K +2,015 +6%
CFM
759
Catalyst Funds Management
Australia
$500K -$857K -63,486 -64%
MWM
760
Modern Wealth Management
Kansas
$500K +$109K +8,115 +29%
TCIIS
761
TIAA-CREF Individual & Institutional Services
New York
$498K +$67.9K +5,035 +16%
VEA
762
Virtus ETF Advisers
New York
$496K +$3.56K +264 +0.7%
BRWA
763
B. Riley Wealth Advisors
Florida
$495K +$3.32K +246 +0.7%
IBOK
764
Independence Bank of Kentucky
Kentucky
$495K – – –
PCA
765
Pallas Capital Advisors
Massachusetts
$493K +$479K +35,503 New
MCWS
766
McKinley Carter Wealth Services
West Virginia
$493K +$478K +35,432 New
AIA
767
AssuredPartners Investment Advisors
Florida
$492K -$40.3K -2,984 -8%
ISWM
768
Independent Solutions Wealth Management
New York
$491K -$26.7K -1,982 -5%
CA
769
Commerce Advisors
Tennessee
$487K -$11.4K -845 -2%
KIG
770
Kennedy Investment Group
New Jersey
$482K -$27.3K -2,022 -6%
MWA
771
Medallion Wealth Advisors
Connecticut
$481K -$59.9K -4,438 -11%
SFG
772
Sovereign Financial Group
Connecticut
$481K +$25.8K +1,911 +6%
RWM
773
RKL Wealth Management
Pennsylvania
$480K +$9.44K +700 +2%
SS
774
SBI Securities
Japan
$479K -$23.4K -1,733 -5%
MFA
775
Mayflower Financial Advisors
Massachusetts
$479K +$5.67K +420 +1%
29 30
31
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