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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2101
Provenance Wealth Advisors
Florida
$1.31K -$2.07K -21 -62%
RJA
2102
Ross\Johnson & Associates
Minnesota
$1.31K
HIA
2103
HFM Investment Advisors
New Jersey
$1.21K +$689 +7 +140%
GPFA
2104
Game Plan Financial Advisors
Ohio
$1.11K
DCBT
2105
Dakota Community Bank & Trust
North Dakota
$1.01K
CFG
2106
CKW Financial Group
Hawaii
$1K
NWM
2107
Nova Wealth Management
Florida
$776 +$197 +2 +33%
LFA
2108
LGT Financial Advisors
Texas
$707 +$689 +7 New
SHIM
2109
Stone House Investment Management
Pennsylvania
$707 +$689 +7 New
FMP
2110
Financial Management Professionals
Texas
$404 -$276K -2,805 -100%
CTWM
2111
Cherry Tree Wealth Management
Minnesota
$303
KHC
2112
Koesten Hirschmann & Crabtree
Kansas
$254 +$98 +1 +50%
HNW
2113
High Note Wealth
Minnesota
$202 +$197 +2 New
OLVIG
2114
Oliver Lagore Vanvalin Investment Group
Michigan
$178 +$197 +2 New
JSSH
2115
J. Safra Sarasin Holding
-$46.3M -420,634 Closed
CIP
2116
Cornerstone Investment Partners
Georgia
-$29.8M -270,609 Closed
USAA
2117
United Services Automobile Association
Texas
-$19.2M -175,117 Closed
BCM
2118
Bridgeway Capital Management
Texas
-$19M -173,050 Closed
CF
2119
Corebridge Financial
Texas
-$17.9M -163,121 Closed
Tudor Investment Corp
2120
Tudor Investment Corp
Connecticut
-$15.9M -161,438 Closed
BG
2121
Bahl & Gaynor
Ohio
-$13.9M -125,943 Closed
FCI
2122
Financial Counselors Inc
Kansas
-$12.5M -113,667 Closed
DP
2123
Dearborn Partners
Illinois
-$10.6M -96,402 Closed
Simplex Trading
2124
Simplex Trading
Illinois
-$9.2M -93,523 Closed
CIC
2125
Chilton Investment Company
Connecticut
-$9.73M -88,496 Closed