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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
AC
251
AXQ Capital
New Jersey
$318K -$102K -2,476 -26%
KNFPWM
252
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$310K +$276K +6,716 New
VI
253
Versor Investments
New York
$304K -$49.3K -1,200 -15%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$303K -$12.3K -300 -4%
RGC
255
Roberts, Glore & Co
Illinois
$287K -$5.55K -135 -2%
SWP
256
Stratos Wealth Partners
Ohio
$282K +$1.36K +33 +0.5%
FCH
257
Freestone Capital Holdings
Washington
$277K
CP
258
Covenant Partners
Tennessee
$275K
Cerity Partners
259
Cerity Partners
New York
$268K +$239K +5,823 New
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$268K +$10.9K +264 +5%
FAM
261
Formidable Asset Management
Ohio
$263K
Baird Financial Group
262
Baird Financial Group
Wisconsin
$263K -$6.87K -167 -3%
SC
263
Sapient Capital
Indiana
$262K +$233K +5,675 New
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$257K +$1.85K +45 +0.8%
UCFA
265
United Capital Financial Advisors
Texas
$255K +$228K +5,535 New
VF
266
Vest Financial
Virginia
$248K +$221K +5,373 New
SC
267
SouthState Corp
Florida
$242K -$61.7K -1,500 -22%
FFIC
268
First Fiduciary Investment Counsel
Ohio
$239K
TPCW
269
TD Private Client Wealth
New York
$238K +$2.88K +70 +1%
FA
270
FDx Advisors
Illinois
$233K +$208K +5,048 New
AWM
271
AE Wealth Management
Kansas
$227K +$189K +4,595 New
VWA
272
Visionary Wealth Advisors
Illinois
$225K +$201K +4,881 New
TWM
273
Trueblood Wealth Management
Ohio
$224K +$199K +4,851 New
EA
274
Everpar Advisors
Oklahoma
$223K +$199K +4,829 New
CC
275
Centiva Capital
New York
$220K +$196K +4,773 New