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Name Holding Trade Value Shares
Change
Change in
Stake
AT
251
Arden Trust
Delaware
$186K -$340K -40,665 -65%
CFM
252
Coronation Fund Managers
South Africa
$185K -$1.78M -213,122 -91%
EIC
253
Equity Investment Corp
Georgia
$185K -$23.1K -2,758 -11%
DWT
254
Dorsey & Whitney Trust
South Dakota
$183K -$3.71K -444 -2%
KFGK
255
Keystone Financial Group (Kentucky)
Kentucky
$183K -$1.29K -154 -0.7%
FI
256
Fractal Investments
Connecticut
$179K
ASG
257
Ariston Services Group
California
$177K
NA
258
NewEdge Advisors
Louisiana
$176K -$48.3K -5,778 -22%
JWM
259
Janiczek Wealth Management
Colorado
$175K +$460 +55 +0.3%
GLR
260
Great Lakes Retirement
Ohio
$174K -$3.3K -395 -2%
PPC
261
Park Place Capital
Alabama
$174K -$56.8K -6,797 -25%
VFA
262
Valeo Financial Advisors
Indiana
$174K -$54.8K -6,555 -24%
AC
263
AlphaCore Capital
California
$173K
AWA
264
Aaron Wealth Advisors
Illinois
$173K +$171K +20,405 New
SL
265
Summitry LLC
California
$171K +$168K +20,133 New
FFM
266
Forum Financial Management
Illinois
$170K
MC
267
Moors & Cabot
Massachusetts
$170K -$5.01K -600 -3%
FW
268
FirstPurpose Wealth
Utah
$170K +$44.3K +5,301 +34%
AAM
269
Advisors Asset Management
Colorado
$169K -$7.26K -869 -4%
PI
270
PFG Investments
New York
$168K +$166K +19,841 New
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$167K +$8.49K +1,016 +5%
LFA
272
Legacy Financial Advisors
Kentucky
$162K +$17K +2,030 +12%
BTI
273
Blue Trust Inc
Georgia
$161K +$48.6K +5,811 +44%
RCA
274
Resonant Capital Advisors
Wisconsin
$159K +$426 +51 +0.3%
SMA
275
Seven Mile Advisory
New Jersey
$157K -$3.1K -371 -2%