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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
526
Northwestern Mutual Wealth Management
Wisconsin
$228K -$19.4K -42 -9%
SF
527
Symphony Financial
Texas
$227K +$198K +428 New
SWTS
528
Stonehaven Wealth & Tax Solutions
Wisconsin
$226K +$197K +426 New
GT
529
Greenleaf Trust
Michigan
$224K -$3.23K -7 -2%
CAM
530
Claret Asset Management
Quebec, Canada
$224K -$144K -313 -43%
TAM
531
Titleist Asset Management
Texas
$221K +$192K +416 New
SIA
532
Soltis Investment Advisors
Utah
$220K -$10.2K -22 -5%
SPIA
533
Steward Partners Investment Advisory
New York
$220K -$427K -926 -69%
GWM
534
Gilpin Wealth Management
Colorado
$220K
VAG
535
VisionPoint Advisory Group
Texas
$219K -$17.1K -37 -8%
FFA
536
Fi3 Financial Advisors
Indiana
$219K +$374K +810 New
MG
537
Marex Group
$218K -$199K -431 -51%
CIM
538
Cambria Investment Management
California
$216K +$188K +408 New
UIM
539
Unified Investment Management
Georgia
$212K -$13.4K -29 -7%
AF
540
Advisornet Financial
Minnesota
$210K
BG
541
Bahl & Gaynor
Ohio
$210K +$183K +396 New
HI
542
Horizon Investments
North Carolina
$209K -$1.34M -2,914 -88%
AFGAS
543
Allegiance Financial Group Advisory Services
Virginia
$209K -$136K -295 -43%
GCP
544
GSA Capital Partners
United Kingdom
$208K -$139K -301 -43%
ABC
545
Associated Banc-Corp
Wisconsin
$204K +$178K +386 New
HAS
546
HBW Advisory Services
California
$203K +$177K +383 New
GS
547
GTS Securities
Florida
$201K +$175K +380 New
GS
548
GWN Securities
Florida
$201K +$175K +380 New
1WA
549
180 Wealth Advisors
Washington
$201K +$175K +379 New
IA
550
IFP Advisors
Florida
$197K -$122K -264 -42%