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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
226
Mark Sheptoff Financial Planning
Connecticut
$20.2K – – –
LC
227
Lindbrook Capital
California
$19K +$14K +509 +210%
BHWM
228
Beaird Harris Wealth Management
Texas
$15.6K – – –
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$15.1K -$3.07K -112 -16%
IA
230
IFP Advisors
Florida
$14.8K -$11.7K -426 -42%
HCP
231
Hexagon Capital Partners
Arkansas
$13K +$3.35K +122 +31%
WW
232
Winnow Wealth
Texas
$12.1K – – –
CIAM
233
Caitong International Asset Management
Hong Kong
$11.2K -$6.23K -227 -34%
CPG
234
Cornerstone Planning Group
New Jersey
$11.1K +$412 +15 +4%
Optiver Holding
235
Optiver Holding
Netherlands
$9.98K +$10.8K +395 New
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$9K -$6.56K -239 -39%
MIP
237
Mondrian Investment Partners
United Kingdom
$8.64K – – –
PB
238
Pinnacle Bancorp
Nebraska
$7.7K +$1.81K +66 +28%
MA
239
Montag & Associates
Georgia
$7.05K +$1.51K +55 +25%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$6.32K +$2.61K +95 +61%
OC
241
Oakworth Capital
Alabama
$5.76K – – –
SS
242
SBI Securities
Japan
$5.2K +$906 +33 +19%
ZBNA
243
Zions Bancorporation, National Association
Utah
$3.69K +$4.01K +146 New
BTI
244
Blue Trust Inc
Georgia
$3.36K +$3.65K +133 New
LFG
245
Larson Financial Group
Missouri
$2.85K +$1.95K +71 +169%
HNW
246
High Note Wealth
Minnesota
$2.83K – – –
UB
247
UMB Bank
Missouri
$2.4K – – –
ME
248
McIlrath & Eck
Washington
$2.2K – – –
TCM
249
Tradewinds Capital Management
Washington
$2.15K +$686 +25 +42%
SO
250
Sierra Ocean
California
$1.97K -$4.53K -165 -68%