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Name Holding Trade Value Shares
Change
Change in
Stake
BWG
1126
Beta Wealth Group
California
$217K +$3.61K +104 +2%
WG
1127
Welch Group
Alabama
$216K +$4.82K +139 +2%
CI
1128
Conning Inc
Connecticut
$216K -$22K -634 -9%
PFM
1129
Patton Fund Management
Texas
$216K +$221K +6,381 New
AAP
1130
Arax Advisory Partners
Colorado
$215K +$13.7K +394 +8%
LIP
1131
Lighthouse Investment Partners
Florida
$215K -$5.37M -154,773 -96%
LWANC
1132
Laurel Wealth Advisors (North Carolina)
North Carolina
$215K +$34.7K +1,000 +19%
PVI
1133
Pine Valley Investments
New Jersey
$215K +$17.3K +500 +9%
KFGK
1134
Keystone Financial Group (Kentucky)
Kentucky
$214K -$17.3K -500 -7%
ZIG
1135
Zuckerman Investment Group
Illinois
$214K -$172K -4,948 -44%
AWS
1136
Atria Wealth Solutions
New York
$213K -$945K -27,245 -81%
CAAS
1137
Capital Asset Advisory Services
Michigan
$213K +$210K +6,058 New
WSC
1138
Wellington Shields & Co
New York
$213K +$6.94K +200 +3%
GEA
1139
Glen Eagle Advisors
New Jersey
$213K -$41.8K -1,205 -16%
RIL
1140
Rothschild Investment LLC
Illinois
$212K -$45.9K -1,322 -17%
FF
1141
Francis Financial
$212K -$54.3K -1,566 -20%
GWP
1142
Gateway Wealth Partners
Wisconsin
$211K +$35.9K +1,034 +20%
HC
1143
Hamilton Capital
Ohio
$211K -$33.4K -962 -13%
CSC
1144
Caldwell Sutter Capital
California
$210K +$694 +20 +0.3%
VI
1145
Versor Investments
New York
$209K +$215K +6,197 New
BJL
1146
Brighton Jones LLC
Washington
$209K -$16.1K -465 -7%
ICP
1147
Impact Capital Partners
Colorado
$208K +$214K +6,166 New
CAL
1148
Capital Analysts LLC
Pennsylvania
$208K -$33.5K -966 -14%
CIAM
1149
Caitong International Asset Management
Hong Kong
$208K +$212K +6,112 +19,100%
WBC
1150
Westpac Banking Corp
Australia
$207K -$460K -13,254 -68%