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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
501
KPP Advisory Services
Kentucky
$246K
FCI
502
Financial Counselors Inc
Kansas
$240K +$226K +3,285 New
Wellington Management Group
503
Wellington Management Group
Massachusetts
$240K +$226K +3,282 New
NPA
504
Nichols & Pratt Advisers
Massachusetts
$239K +$225K +3,270 New
JCM
505
Jacobi Capital Management
Pennsylvania
$238K +$225K +3,261 New
TFA
506
Toth Financial Advisory
Virginia
$237K -$15.7K -228 -7%
CA
507
Clearstead Advisors
Ohio
$234K +$9.17K +133 +4%
FCP
508
Fidelis Capital Partners
Florida
$234K +$211K +3,067 New
RSWM
509
Robertson Stephens Wealth Management
California
$233K +$220K +3,188 New
O
510
Ossiam
France
$231K -$45.8K -665 -17%
BPA
511
Beacon Pointe Advisors
California
$230K -$434K -6,289 -67%
AWS
512
Atria Wealth Solutions
New York
$230K +$217K +3,143 New
BRWA
513
B. Riley Wealth Advisors
Florida
$229K -$70.3K -1,019 -25%
PA
514
Parallel Advisors
California
$228K +$5.51K +80 +3%
PSC
515
Portman Square Capital
United Kingdom
$228K +$215K +3,116 New
GWM
516
Geneos Wealth Management
Colorado
$221K +$827 +12 +0.4%
KF
517
KKM Financial
Illinois
$219K +$207K +3,000 New
1C
518
111 Capital
France
$219K +$207K +2,996 New
BTC
519
Bank & Trust Company
Illinois
$218K
FHA
520
Flagship Harbor Advisors
Massachusetts
$218K +$205K +2,980 New
BCP
521
Blackhawk Capital Partners
Wisconsin
$217K -$79.4K -1,152 -28%
LBC
522
Leigh Baldwin & Co
New York
$217K +$205K +2,970 New
SWP
523
Stratos Wealth Partners
Ohio
$216K +$204K +2,964 New
PI
524
PFG Investments
New York
$216K +$204K +2,964 New
FFA
525
Fragasso Financial Advisors
Pennsylvania
$213K +$201K +2,921 New