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Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
451
Syntegra Private Wealth Group
Missouri
$519K -$84K -288 -13%
KRSITF
452
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K -$22.5K -77 -4%
CCFM
453
Clear Creek Financial Management
Washington
$513K +$569K +1,950 New
EI
454
Ellevest Inc
New York
$511K +$107K +368 +23%
HFS
455
Hantz Financial Services
Michigan
$506K -$5.32M -18,248 -90%
VWM
456
Venturi Wealth Management
Texas
$505K -$28K -96 -5%
QI
457
Qtron Investments
Massachusetts
$492K -$151K -517 -22%
SFS
458
Sowell Financial Services
Arkansas
$487K -$11.1K -38 -2%
SCP
459
Sivia Capital Partners
California
$485K +$296K +1,016 +122%
CCA
460
Conestoga Capital Advisors
Pennsylvania
$485K +$2.92K +10 +0.5%
LSA
461
Leonteq Securities AG
Switzerland
$473K +$487K +1,669 +1,264%
SO
462
STRS Ohio
Ohio
$471K
GWMR
463
GC Wealth Management RIA
Massachusetts
$470K +$286K +981 +121%
FPW
464
Flagship Private Wealth
Massachusetts
$461K
UBP
465
Union Bancaire Privee
Switzerland
$454K +$194K +666 +63%
ACM
466
Andina Capital Management
Utah
$451K +$242K +829 +93%
HCA
467
Harbor Capital Advisors
Illinois
$447K +$13.4K +46 +3%
MML Investors Services
468
MML Investors Services
Massachusetts
$439K -$113K -386 -19%
OAM
469
Occidental Asset Management
California
$436K +$139K +477 +40%
AFCM
470
Applied Finance Capital Management
Puerto Rico
$432K -$67.1K -230 -12%
EGWAG
471
Elwood & Goetz Wealth Advisory Group
Georgia
$431K +$25.7K +88 +6%
MAS
472
Meeder Advisory Services
Ohio
$418K -$80.8K -277 -15%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$417K -$154K -528 -25%
RGC
474
Roberts, Glore & Co
Illinois
$417K +$463K +1,588 New
HP
475
Haven Private
Florida
$413K +$98.9K +339 +27%