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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
726
Anderson Financial Strategies
Ohio
$600K +$610K +1,091 New
BTI
727
Blue Trust Inc
Georgia
$595K -$76.6K -137 -11%
LA
728
LVW Advisors
New York
$592K +$237K +424 +65%
JF
729
Jump Financial
Illinois
$592K -$11.5M -20,644 -95%
PWS
730
Precision Wealth Strategies
Missouri
$591K +$72.7K +130 +14%
IP
731
Intellectus Partners
California
$585K -$35.8K -64 -6%
BPA
732
Beacon Pointe Advisors
California
$585K +$98.4K +176 +20%
PP
733
PDS Planning
Ohio
$582K +$228K +408 +63%
PWM
734
Perigon Wealth Management
California
$581K -$59.8K -107 -9%
CAMG
735
CWA Asset Management Group
Florida
$580K -$30.7K -55 -5%
FCP
736
Fidelis Capital Partners
Florida
$572K +$14K +25 +3%
ACA
737
Aptus Capital Advisors
Alabama
$571K +$581K +1,039 New
CWM
738
Cordatus Wealth Management
Pennsylvania
$568K +$577K +1,032 New
CP
739
Covenant Partners
Tennessee
$564K +$559 +1 +0.1%
KI
740
Keystone Investors
Singapore
$564K +$573K +1,025 New
MIH
741
Meitav Investment House
Israel
$560K -$60.4K -108 -10%
SPC
742
Sigma Planning Corp
Michigan
$559K +$29.6K +53 +5%
Connor, Clark & Lunn Investment Management (CC&L)
743
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$559K +$568K +1,016 New
FHA
744
First Horizon Advisors
Tennessee
$553K +$281K +502 +100%
SAM
745
Smartleaf Asset Management
Massachusetts
$550K +$120K +214 +28%
WGC
746
Watts Gwilliam & Co
Arizona
$550K – – –
CI
747
Corient IA
Florida
$550K +$559K +1,000 New
FCBT
748
First Citizens Bank & Trust
North Carolina
$549K -$22.4K -40 -4%
PS
749
Principal Securities
Iowa
$549K – – –
PWPS
750
Pinnacle Wealth Planning Services
Ohio
$548K +$21.8K +39 +4%