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Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
701
Fifth Third Wealth Advisors
Ohio
$250K -$24.4K -112 -9%
IF
702
Intrua Financial
Texas
$248K +$248K +1,140 New
FHA
703
Flagship Harbor Advisors
Massachusetts
$247K +$248K +1,138 New
TIA
704
Tiemann Investment Advisors
California
$246K
FRA
705
Frank Rimerman Advisors
California
$245K -$18.9K -87 -7%
TE
706
Tema ETFs
New York
$244K +$245K +1,123 New
CMAI
707
Capital Management Associates Inc
Minnesota
$244K +$245K +1,127 New
DFG
708
Demars Financial Group
Washington
$242K
SP
709
Successful Portfolios
Florida
$241K -$37K -170 -13%
AWM
710
Aprio Wealth Management
Georgia
$241K +$25.7K +118 +12%
HI
711
Humankind Investments
New York
$239K -$55.1K -253 -19%
MWM
712
MOKAN Wealth Management
Kansas
$238K +$19.6K +90 +9%
FMB
713
Field & Main Bank
Kentucky
$238K +$57.7K +265 +32%
KWM
714
Kingsview Wealth Management
Oregon
$237K +$35.9K +165 +18%
TIA
715
Trust Investment Advisors
Indiana
$237K -$22.6K -104 -9%
AIM
716
AXA Investment Managers
France
$236K +$237K +1,088 New
WFI
717
West Family Investments
California
$236K
FT
718
Fiduciary Trust
Massachusetts
$234K +$235K +1,078 New
JSW
719
Journey Strategic Wealth
New Jersey
$234K +$1.31K +6 +0.6%
KeyBank National Association
720
KeyBank National Association
Ohio
$234K +$15K +69 +7%
CAM
721
Claret Asset Management
Quebec, Canada
$229K -$3.27K -15 -1%
CI
722
Cigna Investments
Connecticut
$229K
PGFC
723
Peapack-Gladstone Financial Corp
New Jersey
$228K
PWA
724
Provenance Wealth Advisors
Florida
$226K
MCM
725
MV Capital Management
Maryland
$225K +$111K +508 +96%