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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
601
Kestra Private Wealth Services
Texas
$297K -$631K -8,222 -65%
LFA
602
Legacy Financial Advisors
Kentucky
$297K -$21.3K -278 -6%
BJL
603
Brighton Jones LLC
Washington
$296K +$19.9K +259 +6%
MWA
604
Meridian Wealth Advisors
Texas
$294K +$79.9K +1,041 +31%
Cerity Partners
605
Cerity Partners
New York
$291K -$23.2K -303 -7%
CFO
606
Collective Family Office
Pennsylvania
$291K
TW
607
TrinityPoint Wealth
Connecticut
$291K +$7.6K +99 +2%
CI
608
CX Institutional
Indiana
$289K -$691 -9 -0.2%
CCP
609
Corient Capital Partners
California
$286K -$10.4K -136 -3%
CWP
610
CFM Wealth Partners
Texas
$286K
EIP
611
Ellis Investment Partners
Pennsylvania
$286K
LWAC
612
Laurel Wealth Advisors (California)
California
$282K -$24.8K -323 -7%
TWM
613
Tradition Wealth Management
Minnesota
$282K +$460 +6 +0.1%
AF
614
Allworth Financial
California
$278K +$315K +4,100 +7,593%
Wolverine Trading
615
Wolverine Trading
Illinois
$277K -$1.25M -16,288 -80%
WG
616
Winton Group
United Kingdom
$277K -$75.7K -986 -19%
PT
617
Plimoth Trust
Massachusetts
$274K -$17.3K -225 -5%
WT
618
Washington Trust
Rhode Island
$273K
CGL
619
Clarius Group LLC
Washington
$272K +$537 +7 +0.2%
CF
620
Centaurus Financial
California
$272K +$46.7K +609 +18%
EF
621
Empirical Finance
Pennsylvania
$271K +$17.6K +229 +6%
LNC
622
Lincoln National Corp
Pennsylvania
$270K -$8.9K -116 -3%
CWP
623
Capital Wealth Planning
Florida
$270K
CS
624
Cannell & Spears
New York
$268K
CSPAM
625
Cary Street Partners Asset Management
Virginia
$268K