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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
676
Requisite Capital Management
Texas
$314K +$394K +19,318 New
IA
677
Invested Advisors
Pennsylvania
$310K +$300K +14,690 New
OIA
678
OneDigital Investment Advisors
Kansas
$306K -$125K -6,116 -24%
KWA
679
Kingswood Wealth Advisors
California
$306K +$45.8K +2,246 +14%
IF
680
Intrua Financial
Texas
$302K -$34.6K -1,696 -8%
EWM
681
Evercore Wealth Management
New York
$300K
CI
682
Cigna Investments
Connecticut
$299K -$7.59K -372 -2%
FNT
683
First National Trust
Pennsylvania
$299K -$799K -39,159 -68%
SG
684
StoneX Group
New York
$298K -$18.3K -897 -5%
PWM
685
Perigon Wealth Management
California
$297K +$44.6K +2,185 +14%
Carson Wealth (CWM LLC)
686
Carson Wealth (CWM LLC)
Nebraska
$297K -$264K -12,943 -41%
MOS
687
MGO One Seven
Ohio
$297K -$188K -9,207 -34%
LF
688
LifePlan Financial
Minnesota
$297K -$13K -639 -3%
RWM
689
Revisor Wealth Management
Ohio
$296K -$13.1K -640 -4%
HAG
690
HighPoint Advisor Group
Illinois
$294K -$596K -29,197 -62%
CCS
691
Concentric Capital Strategies
Connecticut
$292K -$617K -30,225 -63%
AFG
692
Atomi Financial Group
New York
$291K +$35.3K +1,730 +11%
AWM
693
AE Wealth Management
Kansas
$291K -$113K -5,519 -24%
MTIM
694
Marathon Trading Investment Management
Pennsylvania
$291K +$365K +17,900 New
BEI
695
Benjamin Edwards Inc
Missouri
$287K -$516K -25,263 -59%
XF
696
XML Financial
Maryland
$283K -$191K -9,350 -35%
ACM
697
AlphaStar Capital Management
North Carolina
$281K +$22.8K +1,115 +7%
PCM
698
Parsons Capital Management
Rhode Island
$280K -$133K -6,492 -27%
GEM
699
Global Endowment Management
North Carolina
$278K +$74.7K +3,658 +27%
V
700
VeraBank
Texas
$277K -$110K -5,400 -24%