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Lennox International

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
501
Callan Family Office
Pennsylvania
$233K +$239K +382 New
EBA
502
Eagle Bay Advisors
New York
$231K -$38.1K -61 -14%
FCP
503
Fidelis Capital Partners
Florida
$230K -$3.75K -6 -1%
PW
504
PUREfi Wealth
Massachusetts
$229K +$235K +376 New
MPCG
505
Matrix Private Capital Group
New York
$228K
CL
506
Choreo LLC
Illinois
$227K -$68.8K -110 -23%
AFG
507
ABLE Financial Group
Arizona
$227K
SFA
508
Sequoia Financial Advisors
Ohio
$224K +$230K +368 New
GA
509
Goldstein Advisors
Wisconsin
$224K -$3.13K -5 -1%
DWM
510
Diversify Wealth Management
Utah
$221K -$5.63K -9 -2%
AC
511
ASB Consultores
Florida
$219K
FRA
512
Frank Rimerman Advisors
California
$217K +$223K +356 New
SFI
513
Siemens Fonds Invest
Germany
$216K
PFG
514
Pinnacle Financial Group
Illinois
$214K +$625 +1 +0.3%
1WM
515
1858 Wealth Management
Ohio
$208K -$13.1K -21 -6%
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$208K +$167K +267 +361%
CI
517
Cigna Investments
Connecticut
$206K
IA
518
IFP Advisors
Florida
$205K -$19.4K -31 -8%
OL
519
Optas LLC
Texas
$205K +$210K +336 New
RSWM
520
Robertson Stephens Wealth Management
California
$204K -$632K -1,011 -75%
G
521
GenTrust
Florida
$204K
CAM
522
Congress Asset Management
Massachusetts
$204K
VC
523
Vicus Capital
Pennsylvania
$202K +$208K +332 New
LFAS
524
Level Four Advisory Services
Texas
$202K +$207K +331 New
LSIA
525
LaSalle St. Investment Advisors
Illinois
$200K +$206K +329 New