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StoneX
SNEX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
401
Private Wealth Management Group
New Jersey
$23.3K – – –
GKIM
402
GW&K Investment Management
Massachusetts
$21K +$19.8K +264 New
FCAS
403
First Command Advisory Services
Texas
$20.4K – – –
SGFG
404
Silver Grove Financial Group
New York
$19.9K +$18.9K +252 New
HNB
405
Huntington National Bank
Ohio
$19.1K -$10.7K -142 -37%
CI
406
CX Institutional
Indiana
$19K -$8.88M -118,403 -100%
GWM
407
Geneos Wealth Management
Colorado
$18.2K – – –
BTI
408
Blue Trust Inc
Georgia
$18.2K +$11.9K +159 +221%
AP
409
Atwood & Palmer
Missouri
$17.8K – – –
GWS
410
Greykasell Wealth Strategies
California
$17.8K – – –
UFF
411
USA Financial Formulas
Michigan
$17.2K +$16.4K +218 New
PAP
412
Persistent Asset Partners
Hong Kong
$15.8K +$15K +200 New
RIL
413
Rothschild Investment LLC
Illinois
$14.5K +$2.93K +39 +27%
VWA
414
Valued Wealth Advisors
Utah
$14.5K +$13.7K +183 New
CFO
415
CVA Family Office
Colorado
$13.2K +$3.08K +41 +33%
PA
416
Parallel Advisors
California
$11.8K +$4.13K +55 +58%
ACM
417
Accent Capital Management
Ohio
$11.5K +$11K +146 New
CMBA
418
C.M. Bidwell & Associates
Hawaii
$11K – – –
BIA
419
Bell Investment Advisors
California
$10.3K – – –
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$10.3K +$3.15K +42 +47%
BBPWM
421
Blue Bell Private Wealth Management
Pennsylvania
$9.48K +$9.01K +120 New
APFP
422
Action Point Financial Planning
Michigan
$9.24K +$9.23K +123 New
JWA
423
JFS Wealth Advisors
Pennsylvania
$9.24K +$1.43K +19 +19%
CA
424
Clearstead Advisors
Ohio
$7.7K +$7.35K +98 New
PWA
425
Physician Wealth Advisors
Utah
$4.86K -$225 -3 -5%
15 16
17
18 19