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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
676
Capstone Investment Advisors
New York
$915K -$383K -4,795 -30%
SLA
677
Silver Lake Advisory
Utah
$911K -$12.7K -159 -1%
IFP Advisors
678
IFP Advisors
Florida
$907K -$45K -563 -5%
RPGK
679
Retirement Planning Group (Kansas)
Kansas
$906K +$888K +11,113 New
Mission Wealth Management
680
Mission Wealth Management
California
$905K +$132K +1,656 +18%
ECA
681
Elevated Capital Advisors
Utah
$901K +$882K +11,047 New
Perigon Wealth Management
682
Perigon Wealth Management
California
$900K +$7.75K +97 +0.9%
SWM
683
Segment Wealth Management
Texas
$896K – – –
FCI
684
Financial Counselors Inc
Kansas
$895K +$224K +2,804 +34%
LC
685
Lavaca Capital
Texas
$889K – – –
NewEdge Wealth
686
NewEdge Wealth
Pennsylvania
$889K +$364K +4,558 +72%
KLWA
687
Kelly Lawrence W & Associates
California
$885K -$251K -3,143 -22%
Conning Inc
688
Conning Inc
Connecticut
$884K +$15.2K +190 +2%
PWG
689
Portside Wealth Group
Utah
$884K -$14.9K -187 -2%
CFGS
690
Concourse Financial Group Securities
Alabama
$880K -$62.9K -787 -7%
Axiom Advisory
691
Axiom Advisory
California
$876K +$876K +10,968 New
SWM
692
Stockman Wealth Management
Montana
$873K +$7.99K +100 +0.9%
PI
693
PFG Investments
New York
$869K +$7.91K +99 +0.9%
HCM
694
Highview Capital Management
Illinois
$867K +$849K +10,626 New
FAM
695
Formidable Asset Management
Ohio
$866K -$5.43K -68 -0.6%
CA
696
Callahan Advisors
Texas
$858K +$541K +6,773 +181%
WesBanco Bank
697
WesBanco Bank
West Virginia
$853K -$21K -263 -2%
Commerzbank Aktiengesellschaft
698
Commerzbank Aktiengesellschaft
Germany
$850K +$832K +10,421 New
HI
699
Hendershot Investments
Virginia
$846K -$106K -1,333 -11%
VEA
700
Virtus ETF Advisers
New York
$845K -$49.4K -618 -6%