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Name Holding Trade Value Shares
Change
Change in
Stake
SA
751
SRH Advisors
Kansas
$410K – – –
VNA
752
Valley National Advisers
Pennsylvania
$408K +$73.9K +1,501 +27%
Clearstead Advisors
753
Clearstead Advisors
Ohio
$406K +$15.1K +307 +4%
Summit Trail Advisors
754
Summit Trail Advisors
New York
$405K +$131K +2,661 +60%
CMP
755
Coston McIsaac & Partners
Maine
$404K -$32.7K -664 -9%
Jones Financial Companies
756
Jones Financial Companies
Missouri
$403K +$7.88K +160 +2%
TAM
757
Titleist Asset Management
Texas
$401K -$167K -3,394 -33%
SFI
758
Siemens Fonds Invest
Germany
$400K -$17.3K -351 -5%
RFA
759
ROI Financial Advisors
Oregon
$400K -$3.89K -79 -1%
GA
760
Geller Advisors
New York
$399K +$52.7K +1,070 +18%
CI
761
Cigna Investments
Connecticut
$398K -$3.84K -78 -1%
DWT
762
Dorsey & Whitney Trust
South Dakota
$395K +$9.36K +190 +3%
MAS
763
Meeder Advisory Services
Ohio
$395K +$7.88K +160 +2%
BAM
764
Blueshift Asset Management
New Jersey
$394K -$87.7K -1,780 -21%
DFG
765
Demars Financial Group
Washington
$393K +$80K +1,625 +31%
Prudential plc
766
Prudential plc
United Kingdom
$392K -$1.64M -33,396 -83%
Belpointe Asset Management
767
Belpointe Asset Management
Nevada
$390K -$335K -6,806 -50%
HWAM
768
Hennion & Walsh Asset Management
New Jersey
$387K -$527K -10,703 -61%
Boothbay Fund Management
769
Boothbay Fund Management
New York
$384K +$331K +6,730 New
TFS
770
Thoroughbred Financial Services
Tennessee
$384K -$128K -2,599 -28%
RFN
771
RDA Financial Network
Iowa
$384K -$24.9K -505 -7%
KFGK
772
Keystone Financial Group (Kentucky)
Kentucky
$383K +$12.4K +252 +4%
NorthRock Partners
773
NorthRock Partners
Minnesota
$383K +$20K +407 +6%
FH
774
FWG Holdings
Florida
$383K +$6.85K +139 +2%
KI
775
Kapitalo Investimentos
Brazil
$383K -$403K -8,186 -55%