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Name Holding Trade Value Shares
Change
Change in
Stake
Lincoln National Corp
801
Lincoln National Corp
Pennsylvania
$525K +$60.1K +256 +14%
IWA
802
Inspirion Wealth Advisors
Illinois
$521K +$481K +2,046 New
TA
803
Townsend & Associates
Colorado
$519K – – –
MGO One Seven
804
MGO One Seven
Ohio
$518K +$92.1K +392 +24%
TF
805
Tompkins Financial
New York
$518K – – –
RWA
806
River Wealth Advisors
Pennsylvania
$514K – – –
Allworth Financial
807
Allworth Financial
California
$513K +$56.1K +239 +13%
BEC
808
Blue Edge Capital
Virginia
$509K – – –
CNBTD
809
Citizens National Bank Trust Department
Mississippi
$509K – – –
MCM
810
Mainstay Capital Management
Michigan
$509K – – –
IP
811
Ignite Planners
California
$509K -$3.05K -13 -0.7%
Belpointe Asset Management
812
Belpointe Asset Management
Nevada
$508K +$22.6K +96 +5%
Walleye Trading
813
Walleye Trading
New York
$506K -$5.73M -24,388 -92%
Profund Advisors
814
Profund Advisors
Maryland
$505K +$110K +469 +31%
CFG
815
Cooper Financial Group
California
$505K +$5.17K +22 +1%
WCF
816
West Coast Financial
California
$503K +$235 +1 +0.1%
LC
817
Lindbrook Capital
California
$501K +$6.81K +29 +1%
EFS
818
Essex Financial Services
Connecticut
$500K +$60.6K +258 +15%
PBC
819
Pavion Blue Capital
California
$497K – – –
KCM
820
Kathmere Capital Management
Pennsylvania
$496K +$207K +883 +83%
HB Wealth Management
821
HB Wealth Management
Georgia
$496K +$129K +547 +39%
Coldstream Capital Management
822
Coldstream Capital Management
Washington
$494K +$24.7K +105 +6%
AP
823
Advisors Preferred
Maryland
$494K -$149K -636 -25%
Simplex Trading
824
Simplex Trading
Illinois
$488K +$451K +1,919 New
AWC
825
Abundance Wealth Counselors
Pennsylvania
$487K – – –