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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
351
Founders Financial Securities
Maryland
$695K +$29K +760 +4%
Walleye Trading
352
Walleye Trading
New York
$694K +$690K +18,069 New
LCM
353
Lazari Capital Management
California
$692K -$3.4K -89 -0.5%
KPWS
354
Kestra Private Wealth Services
Texas
$692K -$41.5K -1,085 -6%
AAM
355
AMI Asset Management
California
$686K -$3.86K -101 -0.6%
WSFS
356
Wilmington Savings Fund Society
Delaware
$684K -$47.7K -1,248 -7%
XF
357
XML Financial
Maryland
$684K +$8.02K +210 +1%
QPBE
358
Quintet Private Bank (Europe)
Luxembourg
$680K – – –
HI
359
Horizon Investments
North Carolina
$676K +$24.5K +640 +4%
AWM
360
Apollon Wealth Management
South Carolina
$675K -$2.9K -76 -0.4%
CB
361
Cadence Bank
Mississippi
$671K +$19.3K +504 +3%
BGC
362
Beutel, Goodman & Co
Ontario, Canada
$670K +$178K +4,670 +37%
HCMT
363
Highland Capital Management (Tennessee)
Tennessee
$666K -$48.2K -1,262 -7%
JPWM
364
Jamison Private Wealth Management
Georgia
$663K -$8.67K -227 -1%
RFG
365
Range Financial Group
Oregon
$660K +$308K +8,063 +88%
MFIM
366
Mesirow Financial Investment Management
Illinois
$638K -$3.36K -88 -0.5%
MOS
367
MGO One Seven
Ohio
$634K -$92.1K -2,410 -13%
MA
368
Mutual Advisors
Nebraska
$630K +$106K +2,762 +20%
FT
369
Fiduciary Trust
Massachusetts
$630K +$22.2K +580 +4%
CA
370
Clearstead Advisors
Ohio
$625K -$993 -26 -0.2%
GWMR
371
GC Wealth Management RIA
Massachusetts
$621K +$5.2K +136 +0.8%
WIA
372
World Investment Advisors
California
$621K +$51.7K +1,353 +9%
RWM
373
Revisor Wealth Management
Ohio
$618K +$597K +15,622 New
IC
374
IEQ Capital
California
$618K +$184K +4,824 +43%
F8IS
375
Figure 8 Investment Strategies
Idaho
$609K -$41.2K -1,079 -6%