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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
401
Ballentine Partners
Massachusetts
$473K +$25.8K +662 +8%
CAMG
402
CWA Asset Management Group
Florida
$465K -$27K -692 -7%
MYAM
403
Meiji Yasuda Asset Management
Japan
$456K -$2.85K -73 -0.8%
CICI
404
Capital Investment Counsel Inc
North Carolina
$452K – – –
SSA
405
Schonfeld Strategic Advisors
New York
$439K -$730K -18,740 -68%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$434K – – –
NIA
407
NIA Impact Advisors
California
$434K – – –
FTWA
408
Fifth Third Wealth Advisors
Ohio
$421K +$1.05K +27 +0.3%
USCWA
409
U.S. Capital Wealth Advisors
Texas
$415K -$623 -16 -0.2%
BEI
410
Benjamin Edwards Inc
Missouri
$403K +$10K +257 +3%
PTC
411
Petrus Trust Company
Texas
$398K -$450K -11,545 -59%
SG
412
StoneX Group
New York
$394K -$343K -8,803 -53%
PHS
413
Pekin Hardy Strauss
Illinois
$392K +$306K +7,850 New
SFS
414
Sowell Financial Services
Arkansas
$388K +$12.2K +313 +4%
AFG
415
Allegheny Financial Group
Pennsylvania
$386K -$19.7K -505 -6%
RCA
416
Resonant Capital Advisors
Wisconsin
$385K -$35.3K -905 -10%
PA
417
Profund Advisors
Maryland
$385K -$368K -9,449 -55%
NW
418
NewEdge Wealth
Pennsylvania
$384K -$45.9K -1,178 -13%
UCB
419
United Community Bank
South Carolina
$383K +$32.9K +845 +12%
DT
420
Diversified Trust
Tennessee
$375K +$14.3K +367 +5%
CWM
421
Challenger Wealth Management
California
$374K – – –
MEG
422
Millstone Evans Group
Colorado
$374K – – –
KAS
423
Kestra Advisory Services
Texas
$373K +$13.4K +343 +5%
MFG
424
Merit Financial Group
Georgia
$364K +$284K +7,293 New
NWAG
425
Net Worth Advisory Group
Utah
$364K +$9.43K +242 +3%
15 16
17
18 19