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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$262K +$262K +835 New
AAM
502
Advisors Asset Management
Colorado
$260K -$157K -502 -38%
KBC Group
503
KBC Group
Belgium
$256K +$256K +817 New
PCM
504
Parsons Capital Management
Rhode Island
$255K +$5.01K +16 +2%
WKSWA
505
White Knight Strategic Wealth Advisors
New Jersey
$254K – – –
AGC
506
Aspen Grove Capital
Colorado
$253K +$5.64K +18 +2%
BWP
507
Bernardo Wealth Planning
Pennsylvania
$252K – – –
PTC
508
Petrus Trust Company
Texas
$249K +$2.51K +8 +1%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$248K +$20.7K +66 +9%
MA
510
Mutual Advisors
Nebraska
$244K +$14.1K +45 +6%
FTDI
511
First Trust Direct Indexing
Massachusetts
$243K +$51.4K +164 +27%
DAS
512
Diversify Advisory Services
Utah
$242K -$85.2K -272 -27%
CGH
513
Crossmark Global Holdings
Texas
$242K -$13.2K -42 -5%
TCM
514
Teza Capital Management
Illinois
$242K +$242K +771 New
AssetMark Inc
515
AssetMark Inc
California
$241K +$4.07K +13 +2%
SCM
516
Semanteon Capital Management
Massachusetts
$236K +$236K +753 New
EWS
517
Eagle Wealth Strategies
New Jersey
$235K -$5.95K -19 -2%
FWM
518
Forza Wealth Management
Florida
$235K – – –
CA
519
Clearstead Advisors
Ohio
$233K +$220K +703 +1,803%
MIM
520
Martin Investment Management
Florida
$232K – – –
SBIA
521
Sheaff Brock Investment Advisors
Indiana
$232K – – –
IA
522
IFP Advisors
Florida
$231K -$3.45K -11 -1%
AAM
523
Aureus Asset Management
Massachusetts
$228K -$9.09K -29 -4%
PFMU
524
Privium Fund Management (UK)
United Kingdom
$227K +$224K +714 New
JSW
525
Journey Strategic Wealth
New Jersey
$227K +$27K +86 +14%