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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
776
Destiny Wealth Partners
Florida
$288K +$267K +5,830 New
RFN
777
RDA Financial Network
Iowa
$288K +$1.87K +41 +0.7%
Conning Inc
778
Conning Inc
Connecticut
$288K -$2.97K -65 -1%
VSQM
779
V-Square Quantitative Management
Illinois
$286K +$264K +5,786 New
BTWM
780
Baker Tilly Wealth Management
Wisconsin
$284K +$8K +175 +3%
Jump Financial
781
Jump Financial
Illinois
$281K -$110K -2,396 -30%
SIC
782
Sigma Investment Counselors
Michigan
$281K – – –
SFI
783
Siemens Fonds Invest
Germany
$281K -$4.53K -99 -2%
WCM
784
Weik Capital Management
Pennsylvania
$279K – – –
AFP
785
Alpha Financial Partners
Kentucky
$278K +$17.6K +386 +7%
CPA
786
Court Place Advisors
Maryland
$277K -$31.7K -694 -11%
CWP
787
Concord Wealth Partners
Virginia
$275K +$237K +5,186 +1,340%
CS
788
Comerica Securities
Michigan
$275K +$12.9K +283 +5%
GWM
789
Gitterman Wealth Management
New Jersey
$274K +$254K +5,546 New
Apollon Wealth Management
790
Apollon Wealth Management
South Carolina
$273K -$73.2K -1,601 -22%
AWA
791
Aaron Wealth Advisors
Illinois
$271K -$22.9K -501 -8%
IFP Advisors
792
IFP Advisors
Florida
$269K -$867K -18,969 -75%
HA
793
Herold Advisors
New York
$267K – – –
LOAMS
794
Lombard Odier Asset Management (Switzerland)
Switzerland
$266K +$246K +5,383 New
MFS
795
Mirabella Financial Services
United Kingdom
$266K +$246K +5,383 New
MCM
796
Manchester Capital Management
Vermont
$265K +$869 +19 +0.4%
OFS
797
OneAscent Financial Services
Alabama
$263K -$47K -1,028 -16%
TLFA
798
True Link Financial Advisors
California
$263K – – –
Csenge Advisory Group
799
Csenge Advisory Group
Florida
$262K -$35.5K -776 -13%
LA
800
LexAurum Advisors
Kansas
$261K +$731 +16 +0.3%