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Name Holding Trade Value Shares
Change
Change in
Stake
QIM
301
Quantitative Investment Management
Virginia
$231K +$230K +3,460 New
SC
302
SouthState Corp
Florida
$230K
JIC
303
Joel Isaacson & Co
New York
$218K
IWA
304
IVC Wealth Advisors
Pennsylvania
$216K -$23.2K -350 -10%
CI
305
Cigna Investments
Connecticut
$212K -$26.6K -400 -11%
IAA
306
Independent Advisor Alliance
North Carolina
$212K +$266 +4 +0.1%
PCM
307
Poehling Capital Management
Wisconsin
$210K +$208K +3,138 New
ZCM
308
Ziegler Capital Management
Illinois
$207K +$205K +3,090 New
SS
309
Sunbelt Securities
Texas
$206K -$67.3K -1,014 -25%
GCP
310
GSA Capital Partners
United Kingdom
$205K -$9.36K -141 -4%
PNC
311
Park National Corp
Ohio
$203K +$202K +3,039 New
CI Investments Inc
312
CI Investments Inc
Ontario, Canada
$198K +$72.6K +1,094 +59%
FCA
313
FinTrust Capital Advisors
South Carolina
$189K +$30.7K +462 +20%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$175K -$66.4K -1,000 -28%
BU
315
BBVA USA
Alabama
$166K +$164K +2,476 New
SWM
316
Spire Wealth Management
Virginia
$149K +$66 +1 +0%
LAM
317
Lountzis Asset Management
Pennsylvania
$139K
FC
318
FORA Capital
Florida
$133K +$132K +1,992 New
HI
319
Harbour Investments
Wisconsin
$116K +$78.1K +1,176 +210%
HWA
320
Heritage Wealth Advisors
Virginia
$109K +$108K +1,625 New
LS
321
Leelyn Smith
Illinois
$102K -$1.33K -20 -1%
PGWM
322
Parisi Gray Wealth Management
New Jersey
$86K +$85.5K +1,287 New
MHR
323
Matthew Hamilton Rosenberg
$84K
EI
324
Ellevest Inc
New York
$82K -$1.79K -27 -2%
FWM
325
FFT Wealth Management
Pennsylvania
$82K +$81.1K +1,222 New