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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
651
TS Financial Group (TSFG)
Illinois
$607K +$145K +1,582 +34%
CI
652
Cigna Investments
Connecticut
$606K -$10.6K -116 -2%
GWP
653
Gateway Wealth Partners
Wisconsin
$605K +$570K +6,227 New
SC
654
Syon Capital
California
$603K +$70.8K +774 +14%
AWA
655
Aaron Wealth Advisors
Illinois
$603K +$568K +6,202 New
Blackstone Inc
656
Blackstone Inc
New York
$602K – – –
FP
657
Financial Perspectives
Minnesota
$599K +$366 +4 +0.1%
IWM
658
IHT Wealth Management
Illinois
$598K +$83.7K +915 +17%
WA
659
Waddell & Associates
Tennessee
$598K +$162K +1,771 +40%
DI
660
Diligent Investors
California
$595K – – –
SI
661
Stephens Inc
Arkansas
$588K -$101K -1,106 -15%
HIA
662
Harbor Investment Advisory
Maryland
$588K +$340K +3,719 +159%
BF
663
BOK Financial
Oklahoma
$587K +$140K +1,526 +34%
PFA
664
Petra Financial Advisors
Colorado
$586K +$552K +6,032 New
SC
665
Searle & Co
Connecticut
$583K – – –
AIP
666
Ameritas Investment Partners
Nebraska
$581K +$92 +1 +0%
BA
667
Bridgewater Advisors
New York
$570K +$12.8K +140 +2%
HWA
668
HCR Wealth Advisors
California
$569K +$1.1K +12 +0.2%
PS
669
Presima Securities
Quebec, Canada
$569K – – –
GP
670
Greenline Partners
New York
$562K -$45.9K -502 -8%
EWM
671
Empirical Wealth Management
Washington
$560K +$185K +2,018 +54%
KIA
672
KCM Investment Advisors
California
$558K -$30.7K -335 -6%
MA
673
MJP Associates
Connecticut
$556K -$6.86K -75 -1%
PA
674
PFG Advisors
Arizona
$552K -$71K -776 -12%
WJWM
675
Williams Jones Wealth Management
New York
$551K -$13.2K -144 -2%