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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
676
Carson Wealth (CWM LLC)
Nebraska
$253K +$259K +413 New
FFM
677
Forum Financial Management
Illinois
$251K +$257K +409 New
MA
678
MJP Associates
Connecticut
$249K +$49.5K +79 +23%
CIA
679
Choate Investment Advisors
Massachusetts
$248K +$18.8K +30 +8%
WTA
680
Washington Trust Advisors
Massachusetts
$247K +$253K +404 New
XT
681
XTX Topco
Cayman Islands
$246K -$138K -220 -35%
BEC
682
Blue Edge Capital
Virginia
$245K – – –
KWM
683
Kolinsky Wealth Management
New Jersey
$241K +$247K +394 New
GA
684
GraniteShares Advisors
New York
$238K +$244K +389 New
MNBTD
685
Moody National Bank Trust Division
Texas
$232K -$59.6K -95 -20%
ONB
686
Old National Bancorp
Indiana
$231K +$3.14K +5 +1%
APA
687
American Portfolios Advisors
New York
$228K -$28.2K -45 -11%
VF
688
Virtu Financial
New York
$226K +$231K +369 New
FCH
689
Freestone Capital Holdings
Washington
$225K +$231K +368 New
VAM
690
Vienna Asset Management
California
$225K +$231K +368 New
ATPW
691
Ashton Thomas Private Wealth
Arizona
$222K -$4.39K -7 -2%
BCM
692
Buckhead Capital Management
Georgia
$221K – – –
DWM
693
Darwin Wealth Management
Florida
$221K +$269K +429 New
IAN
694
Integrated Advisors Network
Texas
$220K +$225K +359 New
UB
695
UMB Bank
Missouri
$220K +$226K +360 New
PCM
696
Penserra Capital Management
California
$219K -$622K -992 -73%
JCM
697
Jacobi Capital Management
Pennsylvania
$219K – – –
LF
698
Lantz Financial
Illinois
$219K +$5.64K +9 +3%
GA
699
Geller Advisors
New York
$214K -$627 -1 -0.3%
CWM
700
Chesapeake Wealth Management
Virginia
$214K +$3.14K +5 +1%