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Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
451
Deutsche Bank
Germany
$267K -$2.42M -63,778 -88%
EI
452
Ellevest Inc
New York
$267K -$136K -3,576 -28%
MHS
453
M Holdings Securities
Oregon
$267K +$52.9K +1,397 +18%
GFS
454
GYL Financial Synergies
Connecticut
$265K +$341K +8,993 New
BIA
455
Bigelow Investment Advisors
Maine
$264K – – –
TBA
456
Tower Bridge Advisors
Pennsylvania
$263K -$127K -3,362 -27%
SCM
457
Stonebridge Capital Management
California
$263K – – –
FFM
458
Forum Financial Management
Illinois
$259K +$334K +8,808 New
BWP
459
Balboa Wealth Partners
Arizona
$256K +$330K +8,701 New
Bank of Montreal
460
Bank of Montreal
Ontario, Canada
$255K -$15.8M -417,596 -98%
EWM
461
EPG Wealth Management
Georgia
$253K +$326K +8,610 New
MIS
462
Morningstar Investment Services
Illinois
$248K +$14.4K +380 +5%
CAM
463
Cozad Asset Management
Illinois
$245K -$26.4K -697 -8%
CB
464
Cadence Bank
Mississippi
$244K +$314K +8,295 New
FTDI
465
First Trust Direct Indexing
Massachusetts
$242K -$54.3K -1,433 -15%
CIA
466
Cohen Investment Advisors
New Hampshire
$242K +$9.93K +262 +3%
SW
467
Solidarity Wealth
Utah
$242K +$287K +7,564 New
AWAG
468
ARS Wealth Advisors Group
Florida
$241K -$4.62M -121,942 -94%
BBA
469
BLB&B Advisors
Pennsylvania
$240K -$9.13K -241 -3%
ICG
470
InterOcean Capital Group
Tennessee
$239K -$3.07K -81 -1%
CW
471
CreativeOne Wealth
Kansas
$239K +$308K +8,130 New
SW
472
SteelPeak Wealth
California
$238K +$303K +7,985 New
SWA
473
Sutton Wealth Advisors
Florida
$237K +$218K +5,757 +250%
DAM
474
Delta Asset Management
Tennessee
$237K -$1.74K -46 -0.6%
PFS
475
Prospera Financial Services
Texas
$235K -$8.38K -221 -3%