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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1376
Wellspring Financial Advisors
Ohio
$214K -$63K -181 -18%
HIIFS
1377
Harel Insurance Investments & Financial Services
Israel
$214K -$729K -2,094 -72%
FPN
1378
Financial Planning Navigators
Minnesota
$214K +$285K +819 New
SG
1379
StoneX Group
New York
$213K -$475K -1,363 -63%
C
1380
Certuity
Florida
$212K -$210K -604 -43%
JWA
1381
JFS Wealth Advisors
Pennsylvania
$212K -$20.6K -59 -7%
SCM
1382
Semanteon Capital Management
Massachusetts
$212K +$283K +812 New
IC
1383
Iconiq Capital
California
$211K -$18.5K -53 -6%
EWM
1384
Evercore Wealth Management
New York
$211K -$277K -795 -50%
AO
1385
Advisor OS
Illinois
$211K -$82.2K -236 -23%
MLL
1386
Moody Lynn & Lieberson
Massachusetts
$211K -$24K -69 -8%
SCA
1387
Stokes Capital Advisors
South Carolina
$210K -$1.27M -3,660 -82%
JSL
1388
JT Stratford LLC
Georgia
$210K +$280K +805 New
GBT
1389
Grove Bank & Trust
Florida
$210K -$39.7K -114 -12%
BWA
1390
BlueSky Wealth Advisors
North Carolina
$210K -$52.9K -152 -16%
AIA
1391
Aventus Investment Advisors
Florida
$209K +$60.6K +174 +28%
CCM
1392
Chiron Capital Management
Florida
$209K – – –
AOWM
1393
Alpha Omega Wealth Management
Virginia
$208K – – –
SIM
1394
Studio Investment Management
Illinois
$207K +$106K +303 +62%
IP
1395
Indivisible Partners
Florida
$207K +$276K +792 New
FIA
1396
Foundations Investment Advisors
Arizona
$207K +$27.9K +80 +11%
CCAL
1397
City Center Advisors LLC
Michigan
$206K +$275K +789 New
DWM
1398
Dakota Wealth Management
Florida
$206K -$9.06K -26 -3%
BC
1399
BDFS Capital
Delaware
$205K -$77.3K -222 -22%
BWP
1400
Baldwin Wealth Partners
Massachusetts
$204K -$5.85M -16,791 -96%