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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
526
Barlow Wealth Partners
Kentucky
$230K -$462 -1 -0.2%
NW
527
Naviter Wealth
Arkansas
$229K – – –
SAM
528
Sectoral Asset Management
Quebec, Canada
$228K – – –
Northwestern Mutual Wealth Management
529
Northwestern Mutual Wealth Management
Wisconsin
$228K -$19.4K -42 -9%
SF
530
Symphony Financial
Texas
$227K +$198K +428 New
SWTS
531
Stonehaven Wealth & Tax Solutions
Wisconsin
$226K +$197K +426 New
GT
532
Greenleaf Trust
Michigan
$224K -$3.23K -7 -2%
CAM
533
Claret Asset Management
Quebec, Canada
$224K -$144K -313 -43%
TAM
534
Titleist Asset Management
Texas
$221K +$192K +416 New
SIA
535
Soltis Investment Advisors
Utah
$220K -$10.2K -22 -5%
SPIA
536
Steward Partners Investment Advisory
New York
$220K -$427K -926 -69%
GWM
537
Gilpin Wealth Management
Colorado
$220K – – –
VAG
538
VisionPoint Advisory Group
Texas
$219K -$17.1K -37 -8%
FFA
539
Fi3 Financial Advisors
Indiana
$219K +$374K +810 New
MG
540
Marex Group
$218K -$199K -431 -51%
CIM
541
Cambria Investment Management
California
$216K +$188K +408 New
UIM
542
Unified Investment Management
Georgia
$212K -$13.4K -29 -7%
AF
543
Advisornet Financial
Minnesota
$210K – – –
BG
544
Bahl & Gaynor
Ohio
$210K +$183K +396 New
HI
545
Horizon Investments
North Carolina
$209K -$1.34M -2,914 -88%
AFGAS
546
Allegiance Financial Group Advisory Services
Virginia
$209K -$136K -295 -43%
GCP
547
GSA Capital Partners
United Kingdom
$208K -$139K -301 -43%
ABC
548
Associated Banc-Corp
Wisconsin
$204K +$178K +386 New
HAS
549
HBW Advisory Services
California
$203K +$177K +383 New
GS
550
GTS Securities
Florida
$201K +$175K +380 New