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SPX Corp

Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Clearstead Advisors
Ohio
$385K -$19.6K -134 -6%
VWM
252
Venturi Wealth Management
Texas
$381K
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$375K +$23.9K +163 +8%
PSFG
254
Park Square Financial Group
Georgia
$357K -$586 -4 -0.2%
AC
255
AlphaCore Capital
California
$349K +$1.61K +11 +0.5%
P
256
&Partners
Tennessee
$345K +$46.3K +316 +18%
FBT
257
First Bank & Trust
South Dakota
$344K -$3.96K -27 -1%
Capstone Investment Advisors
258
Capstone Investment Advisors
New York
$334K +$292K +1,991 New
DFCM
259
Dark Forest Capital Management
Puerto Rico
$330K -$1.88M -12,823 -87%
TIAA Trust, National Association
260
TIAA Trust, National Association
North Carolina
$326K -$14.7K -100 -5%
JSW
261
Journey Strategic Wealth
New Jersey
$323K +$19.2K +131 +7%
CL
262
Choreo LLC
Illinois
$316K +$3.81K +26 +1%
AWM
263
AE Wealth Management
Kansas
$310K -$35.5K -242 -12%
SCM
264
Shelton Capital Management
Colorado
$304K -$16.1K -110 -6%
KAS
265
Kestra Advisory Services
Texas
$298K +$260K +1,777 New
Baird Financial Group
266
Baird Financial Group
Wisconsin
$292K -$60.1K -410 -19%
AWS
267
Atria Wealth Solutions
New York
$291K +$7.77K +53 +3%
GCP
268
GSA Capital Partners
United Kingdom
$289K -$760K -5,184 -75%
FFM
269
Forum Financial Management
Illinois
$281K +$293 +2 +0.1%
CL
270
CIM LLC
New York
$272K -$19.2K -131 -7%
RCM
271
Regency Capital Management
Hawaii
$270K +$236K +1,608 New
WF
272
WoodTrust Financial
Wisconsin
$268K +$234K +1,600 New
IB
273
Intrust Bank
Kansas
$256K +$224K +1,528 New
AssetMark Inc
274
AssetMark Inc
California
$256K +$147 +1 +0.1%
TI
275
Tidal Investments
Wisconsin
$245K -$104K -711 -33%