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Name Holding Trade Value Shares
Change
Change in
Stake
AC
251
Attessa Capital
Arizona
$1.04M +$1.03M +18,500 New
IA
252
IFP Advisors
Florida
$1.04M +$486K +8,717 +89%
VIM
253
VELA Investment Management
Ohio
$1.02M +$92.1K +1,651 +10%
M&T Bank
254
M&T Bank
New York
$1.01M +$414K +7,421 +71%
SFC
255
SYM Financial Corp
Indiana
$1.01M +$69K +1,236 +7%
NW
256
NewEdge Wealth
Pennsylvania
$1M +$550K +9,859 +124%
CFP
257
Cascade Financial Partners
California
$992K – – –
SA
258
SL Advisors
New Jersey
$964K -$6.3K -113 -0.7%
NA
259
Navellier & Associates
Nevada
$958K +$349K +6,250 +58%
CCIA
260
Cherry Creek Investment Advisors
Colorado
$948K +$25.3K +453 +3%
Jones Financial Companies
261
Jones Financial Companies
Missouri
$939K +$220K +3,944 +31%
FAM
262
Fulcrum Asset Management
United Kingdom
$902K – – –
LW
263
Linscomb Wealth
Texas
$901K -$284K -5,098 -24%
FIB
264
First Interstate Bank
Montana
$901K – – –
AFP
265
Ausdal Financial Partners
Iowa
$885K +$125K +2,239 +17%
WG
266
Wellington Group
Indiana
$878K +$330K +5,914 +61%
SWM
267
Segment Wealth Management
Texas
$870K – – –
PCA
268
Peddock Capital Advisors
Massachusetts
$860K +$138K +2,465 +19%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$855K +$1.17K +21 +0.1%
SFG
270
SageGuard Financial Group
Tennessee
$852K -$49.7K -890 -6%
CSP
271
Cary Street Partners
Virginia
$846K +$17.9K +321 +2%
IMC Chicago
272
IMC Chicago
Illinois
$838K +$830K +14,873 New
GCP
273
GSA Capital Partners
United Kingdom
$832K +$824K +14,763 New
WIA
274
World Investment Advisors
California
$828K -$113K -2,033 -12%
HR
275
Hardy Reed
Mississippi
$826K – – –