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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
626
Kathmere Capital Management
Pennsylvania
$228K +$227K +4,788 New
EI
627
Ellevest Inc
New York
$227K +$226K +4,784 New
SFG
628
Strive Financial Group
Indiana
$227K +$193K +4,076 +579%
DIA
629
Dana Investment Advisors
Wisconsin
$227K +$226K +4,769 New
AIP
630
Ameritas Investment Partners
Nebraska
$227K -$8.28K -175 -4%
PTC
631
Private Trust Company
Ohio
$226K +$22.6K +478 +11%
PA
632
Probity Advisors
Texas
$225K – – –
7WCP
633
71 West Capital Partners
Massachusetts
$223K +$222K +4,681 New
SPWG
634
Syntegra Private Wealth Group
Missouri
$220K +$1.66K +35 +0.8%
CI
635
Cigna Investments
Connecticut
$220K – – –
TVWM
636
Tower View Wealth Management
Wisconsin
$218K +$1.89K +40 +0.9%
TSW
637
Thompson Siegel & Walmsley
Virginia
$218K -$91.9K -1,941 -30%
BCG
638
Breakwater Capital Group
New Jersey
$215K – – –
SWP
639
Stratos Wealth Partners
Ohio
$214K -$14.9K -314 -7%
CIA
640
Concurrent Investment Advisors
Florida
$213K +$212K +4,478 New
EFS
641
Essex Financial Services
Connecticut
$212K -$40.1K -848 -16%
HFM
642
Harvest Fund Management
China
$212K – – –
IP
643
Ignite Planners
California
$210K +$209K +4,414 New
MCA
644
MSH Capital Advisors
Arizona
$210K +$209K +4,412 New
ACM
645
Advisors Capital Management
New Jersey
$209K +$208K +4,389 New
ACGA
646
Atlanta Consulting Group Advisors
Georgia
$208K +$521 +11 +0.3%
TFS
647
Thoroughbred Financial Services
Tennessee
$207K +$207K +4,367 New
FCM
648
Fieldview Capital Management
Michigan
$207K -$129K -2,725 -39%
KIA
649
Kraematon Investment Advisors
Massachusetts
$207K – – –
CAMG
650
CWA Asset Management Group
Florida
$207K +$206K +4,348 New