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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1051
9258 Wealth Management
Ohio
$378K +$2.63K +20 +0.7%
SWM
1052
Salvus Wealth Management
New Jersey
$377K +$56.5K +430 +17%
WI
1053
Wintrust Investments
Illinois
$375K -$46.6K -355 -11%
CPO
1054
Cerity Partners OCIO
New York
$375K – – –
CWP
1055
Capital Wealth Planning
Florida
$373K +$76.1K +580 +25%
SF
1056
Summit Financial
New Jersey
$369K +$38.7K +295 +12%
CCT
1057
Country Club Trust
Missouri
$367K -$40.7K -310 -10%
EH
1058
Equitable Holdings
New York
$367K +$14.4K +110 +4%
HH
1059
Hilltop Holdings
Texas
$367K +$15.8K +120 +4%
MIFH
1060
Migdal Insurance & Financial Holdings
Israel
$366K -$1.55M -11,820 -81%
MGIM
1061
M&G Investment Management
United Kingdom
$365K -$3.95M -30,050 -91%
NP
1062
NorthRock Partners
Minnesota
$365K +$150K +1,145 +69%
HFP
1063
Holistic Financial Partners
Indiana
$364K -$7.22K -55 -2%
FLPIM
1064
F.L. Putnam Investment Management
Massachusetts
$362K -$21.7K -165 -6%
IB
1065
Intrust Bank
Kansas
$362K +$28.2K +215 +8%
MS
1066
Maven Securities
Jersey
$361K -$223K -1,700 -38%
RC
1067
Rovin Capital
Arizona
$358K +$362K +2,755 New
SIM
1068
SSI Investment Management
California
$357K – – –
TSWM
1069
Triangle Securities Wealth Management
North Carolina
$354K – – –
MTC
1070
McDaniel Terry & Co
Texas
$354K +$65.6K +500 +22%
MWA
1071
Meridian Wealth Advisors
Texas
$351K – – –
AWM
1072
Apollon Wealth Management
South Carolina
$347K -$4.59K -35 -1%
PPP
1073
Private Portfolio Partners
New Jersey
$344K +$3.94K +30 +1%
PA
1074
Probity Advisors
Texas
$343K +$17.1K +130 +5%
PFA
1075
Professional Financial Advisors
Nebraska
$339K -$46.6K -355 -12%
41 42
43
44 45