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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
501
Kestra Advisory Services
Texas
$441K +$58.2K +2,121 +16%
A
502
AlphaQuest
New York
$429K +$41.7K +1,518 +11%
PS
503
Principal Securities
Iowa
$429K -$24K -873 -5%
IPW
504
Impact Partnership Wealth
Georgia
$418K +$410K +14,940 New
UCFA
505
United Capital Financial Advisors
Texas
$417K +$114K +4,154 +39%
FHC
506
First Horizon Corporation
Tennessee
$417K +$259K +9,420 +172%
PA
507
Parallel Advisors
California
$416K +$160K +5,824 +64%
CIG
508
Cullen Investment Group
Louisiana
$416K -$76.3K -2,780 -16%
FFO
509
Fiduciary Family Office
Florida
$410K -$10.1K -367 -2%
BAAM
510
Baker Avenue Asset Management
California
$405K +$177K +6,453 +81%
DAS
511
Diversify Advisory Services
Utah
$403K +$1.29K +47 +0.3%
CI
512
CX Institutional
Indiana
$388K +$78.8K +2,871 +26%
SL
513
Sentinus LLC
Illinois
$387K +$379K +13,812 New
PAS
514
Park Avenue Securities
New York
$383K +$11.1K +405 +3%
OL
515
Optas LLC
Texas
$382K +$374K +13,637 New
NW
516
NewEdge Wealth
Pennsylvania
$379K +$133K +4,859 +56%
SAI
517
Savvy Advisors Inc
New York
$377K +$370K +13,475 New
Envestnet Portfolio Solutions
518
Envestnet Portfolio Solutions
Illinois
$376K +$24.4K +887 +7%
SGI
519
Summit Global Investments
Utah
$370K -$186K -6,770 -34%
LG
520
LaFleur & Godfrey
Michigan
$365K -$198K -7,228 -36%
GT
521
Greenleaf Trust
Michigan
$362K -$17.1K -624 -5%
ACM
522
Aster Capital Management
United Arab Emirates
$362K +$277K +10,091 +358%
KeyBank National Association
523
KeyBank National Association
Ohio
$361K +$87K +3,167 +33%
HSA
524
HBK Sorce Advisory
Pennsylvania
$356K -$35.6K -1,295 -9%
PWMAG
525
Pinnacle Wealth Management Advisory Group
New Jersey
$355K +$348K +12,662 New