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Name Holding Trade Value Shares
Change
Change in
Stake
SXL
401
Summit X LLC
Missouri
$339K +$9.42K +175 +3%
IAS
402
Insigneo Advisory Services
Florida
$338K +$105K +1,946 +45%
PP
403
PDS Planning
Ohio
$334K +$18.6K +345 +6%
EWA
404
EP Wealth Advisors
California
$328K +$227K +4,217 New
BBHC
405
Brown Brothers Harriman & Co
New York
$328K -$33K -614 -9%
PFPT
406
Pinnacle Financial Partners (Tennessee)
Tennessee
$326K +$10.1K +188 +3%
APWM
407
Argonautica Private Wealth Management
Massachusetts
$320K +$80.1K +1,488 +33%
AI
408
Ariel Investments
Illinois
$319K
LNC
409
Lincoln National Corp
Pennsylvania
$314K -$2.48K -46 -0.8%
HI
410
Harrington Investments
California
$313K -$10.2K -190 -3%
BWM
411
Baron Wealth Management
Michigan
$310K +$3.12K +58 +1%
KOCAA
412
Knights of Columbus Asset Advisors
Connecticut
$309K +$11.9K +221 +4%
IWP
413
Icon Wealth Partners
Texas
$307K +$7K +130 +2%
LF
414
Lantz Financial
Illinois
$306K +$38.7K +720 +15%
PA
415
Parallel Advisors
California
$304K +$24K +446 +9%
FTA
416
Financial & Tax Architects
Missouri
$303K -$37.9K -704 -11%
FHA
417
First Horizon Advisors
Tennessee
$303K -$2.8K -52 -0.9%
SWP
418
Stratos Wealth Partners
Ohio
$299K +$60.9K +1,131 +26%
HC
419
Henshaw Capital
Massachusetts
$297K
Thrivent Financial for Lutherans
420
Thrivent Financial for Lutherans
Minnesota
$297K -$642K -11,939 -68%
TFA
421
Tranquilli Financial Advisor
New Jersey
$296K +$3.6K +67 +1%
MC
422
Moors & Cabot
Massachusetts
$295K -$127K -2,351 -30%
GCM
423
Gallacher Capital Management
Colorado
$295K +$22.7K +421 +8%
USCWA
424
U.S. Capital Wealth Advisors
Texas
$292K -$8.39K -156 -3%
GAM
425
Garrison Asset Management
Arkansas
$292K +$10.8K +200 +4%