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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
401
Kestra Private Wealth Services
Texas
$474K -$68.9K -1,767 -16%
BP
402
Ballentine Partners
Massachusetts
$473K +$25.8K +662 +8%
CAMG
403
CWA Asset Management Group
Florida
$465K -$27K -692 -7%
MYAM
404
Meiji Yasuda Asset Management
Japan
$456K -$2.85K -73 -0.8%
CICI
405
Capital Investment Counsel Inc
North Carolina
$452K – – –
SSA
406
Schonfeld Strategic Advisors
New York
$439K -$730K -18,740 -68%
BCWM
407
Bartlett & Co Wealth Management
Ohio
$434K – – –
NIA
408
NIA Impact Advisors
California
$434K – – –
FTWA
409
Fifth Third Wealth Advisors
Ohio
$421K +$1.05K +27 +0.3%
USCWA
410
U.S. Capital Wealth Advisors
Texas
$415K -$623 -16 -0.2%
BEI
411
Benjamin Edwards Inc
Missouri
$403K +$10K +257 +3%
PTC
412
Petrus Trust Company
Texas
$398K -$450K -11,545 -59%
SG
413
StoneX Group
New York
$394K -$343K -8,803 -53%
PHS
414
Pekin Hardy Strauss
Illinois
$392K +$306K +7,850 New
SFS
415
Sowell Financial Services
Arkansas
$388K +$12.2K +313 +4%
AFG
416
Allegheny Financial Group
Pennsylvania
$386K -$19.7K -505 -6%
RCA
417
Resonant Capital Advisors
Wisconsin
$385K -$35.3K -905 -10%
PA
418
Profund Advisors
Maryland
$385K -$368K -9,449 -55%
NW
419
NewEdge Wealth
Pennsylvania
$384K -$45.9K -1,178 -13%
UCB
420
United Community Bank
South Carolina
$383K +$32.9K +845 +12%
DT
421
Diversified Trust
Tennessee
$375K +$14.3K +367 +5%
CWM
422
Challenger Wealth Management
California
$374K – – –
MEG
423
Millstone Evans Group
Colorado
$374K – – –
KAS
424
Kestra Advisory Services
Texas
$373K +$13.4K +343 +5%
MFG
425
Merit Financial Group
Georgia
$364K +$284K +7,293 New
15 16
17
18 19