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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$1.68M +$63.4K +1,539 +4%
FCM
152
Fourpath Capital Management
Oklahoma
$1.66M
SWP
153
Stratos Wealth Partners
Ohio
$1.63M +$78.4K +1,904 +5%
CWP
154
CFM Wealth Partners
Texas
$1.62M +$303K +7,369 +24%
XT
155
XTX Topco
Cayman Islands
$1.61M +$906K +22,001 +140%
Corient Private Wealth
156
Corient Private Wealth
Florida
$1.55M +$130K +3,146 +9%
EFMC
157
Empire Financial Management Company
New York
$1.54M
Creative Planning
158
Creative Planning
Kansas
$1.51M +$370K +8,979 +34%
TPCW
159
TD Private Client Wealth
New York
$1.49M +$1.16M +28,125 +407%
CIS
160
Custom Index Systems
New York
$1.45M -$194K -4,708 -12%
PL
161
Parkwood LLC
Ohio
$1.37M +$53.6K +1,301 +4%
UB
162
UMB Bank
Missouri
$1.36M
NRCM
163
Northern Right Capital Management
Connecticut
$1.33M +$1.29M +31,320 New
AWM
164
Apollon Wealth Management
South Carolina
$1.33M +$4.78K +116 +0.4%
PP
165
Pingora Partners
Wyoming
$1.31M -$107K -2,600 -8%
DWP
166
Daymark Wealth Partners
Ohio
$1.31M +$1.27M +30,759 New
FFG
167
Fortem Financial Group
California
$1.31M -$163K -3,952 -11%
BCM
168
Birch Capital Management
Texas
$1.31M +$583K +14,170 +86%
SI
169
Stephens Inc
Arkansas
$1.3M +$40K +971 +3%
AIC
170
Anthracite Investment Company
Texas
$1.28M
QCG
171
Quadrant Capital Group
Ohio
$1.27M
OWP
172
Obermeyer Wealth Partners
Colorado
$1.26M -$40.4K -981 -3%
OAM
173
Oppenheimer Asset Management
New York
$1.26M +$35.7K +866 +3%
PI
174
PFG Investments
New York
$1.24M +$1.2M +29,072 New
Cerity Partners
175
Cerity Partners
New York
$1.23M -$328K -7,974 -22%