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Name Holding Trade Value Shares
Change
Change in
Stake
SXL
1351
Summit X LLC
Missouri
$637K +$139K +7,277 +28%
BIA
1352
BHK Investment Advisors
Alabama
$634K +$121K +6,330 +24%
AWM
1353
Adams Wealth Management
Utah
$633K +$138K +7,225 +28%
HIP
1354
HUB Investment Partners
Texas
$633K +$28K +1,465 +5%
CAM
1355
Cozad Asset Management
Illinois
$633K -$53.1K -2,778 -8%
MVA
1356
Mount Vernon Associates
Maryland
$632K -$8.6K -450 -1%
XT
1357
XTX Topco
Cayman Islands
$630K -$2.32M -121,224 -79%
TCM
1358
Towercrest Capital Management
Pennsylvania
$629K -$22.8K -1,192 -4%
AAM
1359
Auxier Asset Management
Oregon
$629K -$22.7K -1,189 -4%
KWMG
1360
King Wealth Management Group
Florida
$628K
CA
1361
Claro Advisors
Massachusetts
$626K +$25.7K +1,345 +4%
FCA
1362
FinTrust Capital Advisors
South Carolina
$622K
WP
1363
WealthSource Partners
California
$622K +$39.3K +2,054 +7%
GFP
1364
Gryphon Financial Partners
Ohio
$620K -$41.7K -2,184 -6%
PP
1365
PDS Planning
Ohio
$619K +$170K +8,891 +38%
CS
1366
Capital Square
Tennessee
$616K +$2.75K +144 +0.5%
PIA
1367
Pinion Investment Advisors
Kansas
$616K +$77.7K +4,063 +15%
VFA
1368
Voya Financial Advisors
Connecticut
$616K +$33.8K +1,766 +6%
Fayez Sarofim & Co
1369
Fayez Sarofim & Co
Texas
$616K -$44.7K -2,337 -7%
KOC
1370
Koss-Olinger Consulting
Florida
$615K +$31.8K +1,663 +5%
OPTFSNA
1371
Old Point Trust & Financial Services N A
Virginia
$615K +$5.35K +280 +0.9%
WAM
1372
Westport Asset Management
Connecticut
$614K
SWA
1373
SFMG Wealth Advisors
Texas
$612K -$2.34M -122,279 -79%
SC
1374
Schubert & Co
Texas
$612K -$56.2K -2,940 -8%
OBWG
1375
Onyx Bridge Wealth Group
New York
$611K +$43.1K +2,255 +8%