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Name Holding Trade Value Shares
Change
Change in
Stake
PI
701
PEAK6 Investments
Illinois
$393K +$364K +672 +33,600%
AWM
702
Axxcess Wealth Management
California
$390K +$17.4K +32 +5%
KIM
703
Kestra Investment Management
Texas
$389K +$362K +667 New
MWM
704
Meridian Wealth Management
Kentucky
$389K +$1.63K +3 +0.5%
IIM
705
INTECH Investment Management
Florida
$375K -$715K -1,319 -67%
OFS
706
OneAscent Financial Services
Alabama
$375K -$66.7K -123 -16%
WBC
707
Westpac Banking Corp
Australia
$375K +$46.6K +86 +15%
JF
708
JSF Financial
California
$369K
MPM
709
MBB Public Markets
Illinois
$367K -$2.9M -5,344 -89%
NWAG
710
Net Worth Advisory Group
Utah
$366K +$341K +629 New
CPW
711
Crestmont Private Wealth
Texas
$364K +$23.9K +44 +8%
RWM
712
Ritholtz Wealth Management
New York
$363K -$256K -472 -43%
IAS
713
Insigneo Advisory Services
Florida
$360K +$335K +617 New
CFGS
714
Concourse Financial Group Securities
Alabama
$359K -$130K -239 -28%
SPC
715
Sigma Planning Corp
Michigan
$358K +$3.25K +6 +1%
WEG
716
World Equity Group
Illinois
$357K +$7.05K +13 +2%
ET
717
Equitable Trust
Tennessee
$354K +$65.6K +121 +25%
WI
718
WBI Investments
New Jersey
$351K +$326K +602 New
WWM
719
WJ Wealth Management
Arizona
$350K
WT
720
Whittier Trust
California
$345K +$5.96K +11 +2%
First Trust Advisors
721
First Trust Advisors
Illinois
$344K +$320K +590 New
BBW
722
Blue Barn Wealth
Utah
$340K +$316K +583 New
VWM
723
Venturi Wealth Management
Texas
$339K -$460K -848 -59%
KCM
724
Kathmere Capital Management
Pennsylvania
$336K +$27.1K +50 +9%
VFA
725
Valeo Financial Advisors
Indiana
$336K +$4.34K +8 +1%