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Name Holding Trade Value Shares
Change
Change in
Stake
FIB
701
First Interstate Bank
Montana
$269K +$28.5K +368 +12%
FMP
702
Financial Management Professionals
Texas
$269K +$72.4K +936 +37%
NWM
703
NEIRG Wealth Management
Massachusetts
$267K +$267K +3,456 New
1SB
704
1ST Source Bank
Indiana
$265K +$14.5K +188 +6%
Citadel Advisors
705
Citadel Advisors
Florida
$264K -$7.32M -94,576 -97%
WB
706
WesBanco Bank
West Virginia
$262K +$262K +3,390 New
SWS
707
SYSTM Wealth Solutions
Illinois
$262K +$262K +3,390 New
TWM
708
TriaGen Wealth Management
California
$261K
EVM
709
Evelyn V. Moreno
$257K +$257K +3,326 New
AP
710
Atwood & Palmer
Missouri
$255K
CWP
711
Core Wealth Partners
California
$255K +$380K +4,914 New
IAM
712
Innovis Asset Management
Illinois
$255K +$255K +3,294 New
PPWM
713
PFG Private Wealth Management
Florida
$254K +$3.56K +46 +1%
SSA
714
Schonfeld Strategic Advisors
New York
$253K -$38.6M -499,072 -99%
CWA
715
Centennial Wealth Advisory
Michigan
$252K +$27.5K +356 +12%
CWM
716
Chesapeake Wealth Management
Virginia
$252K +$252K +3,262 New
RPC
717
Rossmore Private Capital
Connecticut
$252K +$3.25K +42 +1%
CWS
718
Confluence Wealth Services
Pennsylvania
$250K
RCG
719
Regatta Capital Group
California
$250K
PFS
720
Prospera Financial Services
Texas
$249K +$249K +3,222 New
HCM
721
Hodges Capital Management
Texas
$247K +$7.74K +100 +3%
CWS
722
Cypress Wealth Services
California
$244K +$619 +8 +0.3%
BC
723
Burleson & Co
California
$242K
MFG
724
Magnus Financial Group
New York
$242K -$19.7K -254 -8%
SG
725
Stonnington Group
California
$240K -$108K -1,400 -31%