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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
451
Kingsview Wealth Management
Oregon
$335K -$9.52K -265 -3%
IWM
452
IHT Wealth Management
Illinois
$332K -$34K -946 -9%
BHPW
453
Beverly Hills Private Wealth
California
$332K +$324K +9,026 New
HWM
454
HB Wealth Management
Georgia
$329K +$67.7K +1,885 +27%
AIC
455
Aurora Investment Counsel
Georgia
$321K
RFC
456
Regions Financial Corp
Alabama
$319K -$2.77K -77 -0.9%
CAM
457
Cresset Asset Management
Illinois
$317K -$985K -27,433 -76%
RPWA
458
Regent Peak Wealth Advisors
Georgia
$314K +$359 +10 +0.1%
CPIG
459
Chicago Partners Investment Group
Illinois
$314K +$682 +19 +0.2%
BFC
460
Bedel Financial Consulting
Indiana
$311K
BP
461
Ballentine Partners
Massachusetts
$311K +$17.8K +495 +6%
NW
462
NewEdge Wealth
Pennsylvania
$307K +$300K +8,360 New
UCFA
463
United Capital Financial Advisors
Texas
$305K +$21.9K +609 +8%
WIA
464
World Investment Advisors
California
$303K +$60.6K +1,689 +26%
HKIMG
465
Hutchens & Kramer Investment Management Group
Indiana
$296K
LK
466
Lumbard & Kellner
New Hampshire
$294K
OTL
467
Oak Thistle LLC
New York
$294K -$513K -14,300 -64%
PSP
468
Principal Street Partners
Tennessee
$293K -$31.6K -881 -10%
KWM
469
Kiker Wealth Management
Georgia
$292K +$285K +7,948 New
JF
470
Jump Financial
Illinois
$290K -$1.01M -28,161 -78%
MWM
471
Modern Wealth Management
Kansas
$283K +$11.8K +329 +4%
CI Investments Inc
472
CI Investments Inc
Ontario, Canada
$281K +$33.5K +932 +14%
D.E. Shaw & Co
473
D.E. Shaw & Co
New York
$280K -$2.34M -65,291 -90%
CFO
474
Callan Family Office
Pennsylvania
$278K +$271K +7,557 New
I
475
INVST
Indiana
$276K +$3.3K +92 +1%