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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
601
FNY Investment Advisers
New York
$810K +$606K +5,000 New
CM
602
CastleKnight Management
New York
$794K -$4.11M -33,900 -87%
VWM
603
Venturi Wealth Management
Texas
$793K -$200K -1,650 -25%
SWP
604
Sagespring Wealth Partners
Tennessee
$783K +$39.5K +326 +7%
ONB
605
Old National Bancorp
Indiana
$781K +$11.9K +98 +2%
BAM
606
Blueshift Asset Management
New Jersey
$776K +$581K +4,787 New
FDP
607
Financiere des Professionnels
Quebec, Canada
$774K -$361K -2,977 -38%
ZCP
608
Z3 Capital Partners
Virginia
$770K – – –
SIC
609
Samalin Investment Counsel
New York
$765K -$876K -7,227 -60%
CAL
610
Capital Advisors Ltd
Ohio
$761K – – –
BTI
611
Blue Trust Inc
Georgia
$750K -$95.3K -786 -15%
SFG
612
SageGuard Financial Group
Tennessee
$750K – – –
SIM
613
Stratos Investment Management
Ohio
$750K +$9.22K +76 +2%
NWAG
614
Net Worth Advisory Group
Utah
$746K -$38.3K -316 -6%
SI
615
Severin Investments
Missouri
$742K +$555K +4,575 New
AWM
616
Arista Wealth Management
Nevada
$736K +$551K +4,541 New
PWM
617
Perigon Wealth Management
California
$735K +$550K +4,537 New
GCM
618
Greenland Capital Management
New York
$733K +$549K +4,524 New
WF
619
Welch & Forbes
Massachusetts
$731K – – –
AFP
620
Ausdal Financial Partners
Iowa
$731K +$547K +4,508 New
PA
621
Parallel Advisors
California
$730K +$42.1K +347 +8%
SC
622
Savant Capital
Illinois
$728K -$70.3K -580 -11%
FM
623
Foster & Motley
Ohio
$727K -$273K -2,249 -33%
NW
624
NewEdge Wealth
Pennsylvania
$718K -$38.3K -316 -7%
EH
625
Equitable Holdings
New York
$716K +$15.3K +126 +3%
23 24
25
26 27