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Name Holding Trade Value Shares
Change
Change in
Stake
JF
651
Jump Financial
Illinois
$251K -$167K -3,114 -42%
PAS
652
Park Avenue Securities
New York
$248K +$6.4K +119 +3%
MHR
653
Matthew Hamilton Rosenberg
$248K +$8.38K +156 +4%
VVP
654
Venture Visionary Partners
Ohio
$246K +$107 +2 +0%
WT
655
Whittier Trust
California
$245K
SIM
656
Sentry Investment Management
Wisconsin
$244K -$33.1K -616 -13%
FC
657
Ferris Capital
Massachusetts
$242K +$205K +3,813 New
IF
658
Intrua Financial
Texas
$240K +$198K +3,684 New
IAS
659
Investment Advisory Services
Texas
$238K +$220K +4,100 New
BC
660
Bridgefront Capital
Texas
$238K +$221K +4,103 New
NW
661
NewEdge Wealth
Pennsylvania
$236K -$1.83K -34 -0.8%
CT
662
Chicago Trust
Illinois
$236K
S
663
SignatureFD
Georgia
$235K +$537 +10 +0.2%
TWP
664
Tower Wealth Partners
Pennsylvania
$235K +$2.58K +48 +1%
RWA
665
Ropes Wealth Advisors
Massachusetts
$234K +$3.01K +56 +1%
WT
666
Washington Trust
Rhode Island
$232K
GP
667
Geneva Partners
Wisconsin
$232K +$215K +4,000 New
PWMG
668
Prestige Wealth Management Group
New Jersey
$231K +$50.4K +937 +31%
RIA
669
Regal Investment Advisors
Michigan
$231K +$214K +3,981 New
SS
670
Simplicity Solutions
Minnesota
$230K +$213K +3,964 New
AssetMark Inc
671
AssetMark Inc
California
$229K -$9.78K -182 -4%
SMA
672
Sage Mountain Advisors
Georgia
$229K +$3.82K +71 +2%
CA
673
Clearstead Advisors
Ohio
$228K -$3.06K -57 -1%
SWM
674
SeaCrest Wealth Management
New York
$227K +$215 +4 +0.1%
QCIG
675
Quad-Cities Investment Group
Iowa
$225K -$47.9K -892 -19%