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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
601
Cigna Investments
Connecticut
$273K -$69.4K -177 -17%
PP
602
Professional Planning
California
$273K – – –
HPC
603
HM Payson & Co
Maine
$272K -$23.5K -60 -7%
ATFA
604
All Terrain Financial Advisors
Minnesota
$267K -$215K -548 -40%
MFA
605
Mayflower Financial Advisors
Massachusetts
$267K +$11.8K +30 +4%
MS
606
Madden Securities
Texas
$265K +$43.5K +111 +16%
BA
607
Bridgewater Advisors
New York
$265K +$337K +860 New
LWA
608
Lineweaver Wealth Advisors
Ohio
$264K +$11.8K +30 +4%
MSFS
609
Main Street Financial Solutions
Pennsylvania
$263K +$316K +806 New
WJA
610
Willis Johnson & Associates
Texas
$262K +$315K +803 New
CCM
611
Cox Capital Management
Massachusetts
$261K – – –
GEA
612
Glen Eagle Advisors
New Jersey
$261K +$274K +700 +700%
WC
613
Whitney & Co
New York
$260K +$3.92K +10 +1%
LFF
614
Level Four Financial
Texas
$259K -$394K -1,004 -56%
IAM
615
Infusive Asset Management
New York
$258K +$37.6K +96 +14%
SF
616
Synovus Financial
Georgia
$257K +$19.6K +50 +7%
RJT
617
Raymond James Trust
Florida
$255K -$134K -342 -30%
MFG
618
Menard Financial Group
Texas
$254K -$203K -517 -40%
OIA
619
Optimum Investment Advisors
Illinois
$253K -$11.8K -30 -4%
FP
620
Foundry Partners
Minnesota
$253K – – –
CW
621
CreativeOne Wealth
Kansas
$249K +$299K +763 New
TCM
622
Traynor Capital Management
Pennsylvania
$245K -$16.9K -43 -5%
CGH
623
Crossmark Global Holdings
Texas
$245K +$7.84K +20 +3%
BSW
624
Buckingham Strategic Wealth
Missouri
$244K +$1.96K +5 +0.7%
CLOS
625
Compagnie Lombard Odier SCmA
Switzerland
$244K +$118K +300 +67%
23 24
25
26 27