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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
2226
Cornerstone Wealth Group
North Carolina
$443K -$4.95M -62,155 -91%
DFA
2227
DHJJ Financial Advisors
Illinois
$443K
TFGT
2228
TS Financial Group (TSFG)
Illinois
$443K +$24.9K +312 +6%
XT
2229
XTX Topco
Cayman Islands
$442K -$1.73M -21,718 -79%
HFG
2230
Heron Financial Group
New York
$442K +$5.58K +70 +1%
AI
2231
AXS Investments
New York
$442K +$459K +5,767 New
BPWM
2232
Badgley Phelps Wealth Managers
Washington
$440K -$46.6K -585 -9%
TP
2233
Tranquility Partners
Tennessee
$440K +$319 +4 +0.1%
MIC
2234
Meridian Investment Counsel
California
$440K +$9.56K +120 +2%
WAOI
2235
Wealth Advisors of Iowa
Iowa
$440K +$161K +2,025 +55%
SB
2236
Strategic Blueprint
Georgia
$440K +$224K +2,810 +96%
KWM
2237
Kolinsky Wealth Management
New Jersey
$440K +$458K +5,748 New
KP
2238
Keel Point
Alabama
$438K +$37.4K +469 +9%
MA
2239
MJP Associates
Connecticut
$436K -$34.7K -436 -7%
LA
2240
Legacy Advisors
Pennsylvania
$436K -$34.6K -435 -7%
VWM
2241
Venturi Wealth Management
Texas
$435K +$452K +5,674 New
UL
2242
Unionview LLC
Washington
$435K +$452K +5,676 New
AA
2243
Aire Advisors
California
$435K +$453K +5,683 New
SIC
2244
Samalin Investment Counsel
New York
$432K -$126K -1,579 -22%
HFAS
2245
Hummer Financial Advisory Services
Illinois
$432K -$66.4K -834 -13%
PCTC
2246
Perkins Coie Trust Company
Washington
$432K +$2.23K +28 +0.5%
HC
2247
Hamilton Capital
Ohio
$432K +$84.7K +1,064 +23%
BCB
2248
Brian C. Broderick
$431K -$276K -3,468 -38%
TW
2249
Transform Wealth
Colorado
$430K -$66.7K -837 -13%
BFAG
2250
Blackston Financial Advisory Group
Florida
$430K +$447K +5,615 New