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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
726
Buckingham Strategic Wealth
Missouri
$436K +$10.8K +174 +3%
PCM
727
Penserra Capital Management
California
$436K -$28.8K -462 -6%
CI
728
Cigna Investments
Connecticut
$435K -$55.4K -889 -11%
FCI
729
Financial Counselors Inc
Kansas
$433K -$52.6K -844 -11%
SWM
730
Spire Wealth Management
Virginia
$430K +$12.5K +201 +3%
NAM
731
NorthCrest Asset Manangement
Minnesota
$430K -$32.2K -517 -7%
AC
732
Abbrea Capital
California
$427K -$8.1K -130 -2%
CA
733
Continuum Advisory
Idaho
$426K -$123K -1,973 -23%
MFG
734
Merit Financial Group
Georgia
$424K -$17.6K -283 -4%
NIM
735
NEOS Investment Management
Connecticut
$423K +$419K +6,731 New
BB
736
Busey Bank
Illinois
$419K -$14K -224 -3%
DCM
737
DGS Capital Management
New Jersey
$418K -$7.1K -114 -2%
GWANC
738
Guardian Wealth Advisors (North Carolina)
North Carolina
$418K -$73.1K -1,174 -15%
I
739
InceptionR
California
$415K +$411K +6,599 New
SFA
740
Sequoia Financial Advisors
Ohio
$413K -$55.1K -885 -12%
KWM
741
Kingsview Wealth Management
Oregon
$411K -$872 -14 -0.2%
UB
742
UMB Bank
Missouri
$410K +$6.91K +111 +2%
Lido Advisors
743
Lido Advisors
California
$409K -$14K -224 -3%
GWCM
744
Godshalk Welsh Capital Management
Pennsylvania
$409K -$125K -2,000 -24%
BAM
745
Belpointe Asset Management
Nevada
$408K +$59.9K +961 +17%
SIG
746
Stonegate Investment Group
Alabama
$407K +$21.4K +343 +6%
AF
747
Allworth Financial
California
$406K +$39.7K +637 +11%
EWS
748
Evergreen Wealth Solutions
Pennsylvania
$404K +$56.8K +912 +17%
IA
749
IFP Advisors
Florida
$402K -$381K -6,111 -49%
FPWM
750
FSB Premier Wealth Management
Iowa
$398K -$1.99K -32 -0.5%