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Name Holding Trade Value Shares
Change
Change in
Stake
CI
626
CX Institutional
Indiana
$294K -$22.1K -181 -7%
EH
627
Equitable Holdings
New York
$294K +$9.41K +77 +3%
TAM
628
Trust Asset Management
Texas
$293K
MIM
629
Morningstar Investment Management
Illinois
$292K -$18.9K -155 -6%
HCA
630
Harbor Capital Advisors
Illinois
$288K +$7.45K +61 +3%
EC
631
EntryPoint Capital
New York
$287K +$302K +2,475 New
BFM
632
Boothbay Fund Management
New York
$287K -$42.6K -349 -12%
FFP
633
FourThought Financial Partners
Florida
$281K +$296K +2,425 New
I
634
INVST
Indiana
$281K -$1.34K -11 -0.5%
AFG
635
Atomi Financial Group
New York
$280K +$18.3K +150 +7%
SFWA
636
Summit Financial Wealth Advisors
Louisiana
$280K
JSAM
637
J. Safra Asset Management
New York
$278K +$173K +1,418 +146%
EL
638
EWA LLC
Pennsylvania
$278K -$4.64K -38 -2%
DWA
639
Dorsey Wright & Associates
California
$269K -$1.47K -12 -0.5%
WA
640
Wealth Alliance
New York
$269K -$62.9K -515 -18%
PCS
641
Personal CFO Solutions
New Jersey
$263K +$20.4K +167 +8%
FMWA
642
Forvis Mazars Wealth Advisors
Missouri
$261K -$5.5K -45 -2%
PWM
643
Perigon Wealth Management
California
$260K +$22.1K +181 +9%
BRWA
644
B. Riley Wealth Advisors
Florida
$259K -$17.7K -145 -6%
KCM
645
Kathmere Capital Management
Pennsylvania
$259K -$4.4K -36 -2%
SFI
646
Siemens Fonds Invest
Germany
$257K -$109K -891 -29%
MGWM
647
Marks Group Wealth Management
Minnesota
$257K
RG
648
Renaissance Group
Kentucky
$255K -$73.3K -600 -21%
VHAM
649
Van Hulzen Asset Management
California
$255K
CFB
650
Cullen/Frost Bankers
Texas
$254K +$107K +872 +66%