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Name Holding Trade Value Shares
Change
Change in
Stake
SW
701
SVB Wealth
Massachusetts
$408K -$122K -5,345 -22%
SG
702
StoneX Group
New York
$403K -$15.1K -663 -3%
STA
703
Summit Trail Advisors
New York
$399K -$94.3K -4,145 -18%
LF
704
LifePlan Financial
Minnesota
$396K +$112K +4,928 +35%
CI
705
Cigna Investments
Connecticut
$395K -$14.4K -634 -3%
JWS
706
Juncture Wealth Strategies
Arizona
$392K +$9.14K +402 +2%
SWP
707
Sagespring Wealth Partners
Tennessee
$391K -$44.1K -1,938 -9%
AWM
708
Accel Wealth Management
Iowa
$387K -$54.3K -2,388 -11%
EWM
709
Evercore Wealth Management
New York
$387K
ATPW
710
Ashton Thomas Private Wealth
Arizona
$384K +$42.8K +1,882 +11%
IB
711
Intrust Bank
Kansas
$384K +$273 +12 +0.1%
PFA
712
Pathway Financial Advisers
Indiana
$383K +$8.37K +368 +2%
CFG
713
Copley Financial Group
California
$382K -$39.6K -1,742 -9%
PI
714
PFG Investments
New York
$382K +$117K +5,149 +39%
SCM
715
Sirios Capital Management
Massachusetts
$382K +$91 +4 +0%
RWM
716
Revisor Wealth Management
Ohio
$381K -$33K -1,451 -7%
EM
717
ELCO Management
New York
$380K -$15.6K -685 -4%
VMMC
718
V.M. Manning & Co
South Carolina
$377K +$414K +18,190 New
MYIA
719
Mount Yale Investment Advisors
Colorado
$374K -$356K -15,649 -47%
GS
720
GTS Securities
Florida
$374K -$852K -37,464 -68%
VFA
721
Voya Financial Advisors
Connecticut
$373K -$73.2K -3,220 -15%
CW
722
Code Waechter
Florida
$372K +$156K +6,872 +63%
FAIM
723
Financial Advocates Investment Management
Washington
$367K -$481K -21,149 -55%
NAAA
724
New Age Alpha Advisors
New York
$363K +$394K +17,326 New
ET
725
Equitable Trust
Tennessee
$362K -$53.5K -2,354 -12%