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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
826
J2 Capital Management
Michigan
$258K
JSW
827
Journey Strategic Wealth
New Jersey
$258K +$27.3K +47 +11%
CAI
828
Capital Advisors Inc
Oklahoma
$255K +$1.16K +2 +0.4%
XT
829
XTX Topco
Cayman Islands
$255K -$412K -708 -61%
IEFM
830
IQ EQ Fund Management
Ireland
$255K -$119K -204 -31%
AWM
831
Aprio Wealth Management
Georgia
$255K +$41.9K +72 +19%
CI
832
CX Institutional
Indiana
$253K +$30.2K +52 +13%
RRWA
833
Rainey & Randall Wealth Advisors
Florida
$252K +$259K +445 New
FHA
834
Flagship Harbor Advisors
Massachusetts
$251K +$1.74K +3 +0.7%
C
835
Certuity
Florida
$250K +$16.3K +28 +7%
VSQM
836
V-Square Quantitative Management
Illinois
$248K -$11K -19 -4%
FFN
837
Focus Financial Network
Minnesota
$247K +$7.56K +13 +3%
IF
838
IRON Financial
Illinois
$240K +$247K +425 New
CAMG
839
CWA Asset Management Group
Florida
$239K +$2.91K +5 +1%
AWA
840
Aaron Wealth Advisors
Illinois
$238K -$23.8K -41 -9%
OFS
841
OneAscent Financial Services
Alabama
$236K -$48.2K -83 -17%
HCM
842
Howard Capital Management
Georgia
$236K -$38.9K -67 -14%
BA
843
Bridgewater Advisors
New York
$236K +$253K +436 New
ST
844
Smithfield Trust
Pennsylvania
$235K
MFA
845
Mayflower Financial Advisors
Massachusetts
$235K +$1.16K +2 +0.5%
CAM
846
Claret Asset Management
Quebec, Canada
$234K -$237K -408 Closed
Winslow Capital Management
847
Winslow Capital Management
Minnesota
$232K -$109K -187 -31%
KWA
848
Kingswood Wealth Advisors
California
$232K -$9.3K -16 -4%
FMLI
849
Fukoku Mutual Life Insurance
Japan
$231K
LF
850
Lantz Financial
Illinois
$228K +$581 +1 +0.2%