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Name Holding Trade Value Shares
Change
Change in
Stake
IB
201
Intrust Bank
Kansas
$1.05M +$139K +616 +14%
SPC
202
Spirepoint Private Client
Florida
$1.03M
AHL
203
Abel Hall LLC
Louisiana
$1.03M +$617K +2,730 +121%
FAFN
204
First Affirmative Financial Network
Colorado
$1.02M +$1.12M +4,949 New
X
205
Xponance
Pennsylvania
$1.01M +$104K +462 +10%
Lido Advisors
206
Lido Advisors
California
$1.01M +$270K +1,193 +32%
PA
207
Parallel Advisors
California
$1.01M +$173K +764 +18%
PFS
208
Physicians Financial Services
North Carolina
$978K +$11.3K +50 +1%
IAA
209
Independent Advisor Alliance
North Carolina
$965K +$2.26K +10 +0.2%
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$961K +$6.1K +27 +0.6%
I
211
INVST
Indiana
$959K -$180K -796 -15%
PAG
212
Private Advisor Group
New Jersey
$957K -$72.5K -321 -6%
B
213
Bailard
California
$948K +$17.4K +77 +2%
CFG
214
CKW Financial Group
Hawaii
$948K
PP
215
PDS Planning
Ohio
$945K +$21K +93 +2%
AWM
216
Apollon Wealth Management
South Carolina
$943K +$46.8K +207 +5%
SIC
217
Salem Investment Counselors
North Carolina
$940K -$22.6K -100 -2%
EGM
218
Engineers Gate Manager
New York
$926K +$1.02M +4,495 New
AI
219
Atria Investments
North Carolina
$924K +$250K +1,107 +33%
BWM
220
BigSur Wealth Management
Florida
$921K
EWA
221
EverSource Wealth Advisors
Alabama
$916K +$257K +1,139 +34%
FLPIM
222
F.L. Putnam Investment Management
Massachusetts
$914K +$51.3K +227 +5%
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$896K +$21.9K +97 +2%
FMI
224
F/M Investments
District of Columbia
$877K -$906K -4,008 -48%
Simplex Trading
225
Simplex Trading
Illinois
$872K -$547K -2,419 -36%