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Name Holding Trade Value Shares
Change
Change in
Stake
SXL
876
Summit X LLC
Missouri
$453K +$343K +3,526 New
CA
877
Claro Advisors
Massachusetts
$452K -$214K -2,197 -38%
LWM
878
Liberty Wealth Management
California
$452K +$342K +3,517 New
HFAS
879
Hummer Financial Advisory Services
Illinois
$449K
CGH
880
Crossmark Global Holdings
Texas
$449K +$21.4K +220 +7%
GWM
881
Geneos Wealth Management
Colorado
$449K +$24.4K +251 +8%
CA
882
CoreCap Advisors
Michigan
$446K +$205K +2,104 +153%
SYBT
883
Stock Yards Bank & Trust
Kentucky
$443K +$56.5K +581 +20%
MMC
884
Mizuho Markets Cayman
Cayman Islands
$441K -$1.11M -11,444 -77%
GAM
885
Guinness Asset Management
United Kingdom
$439K -$76.8K -790 -19%
BIG
886
Brookwood Investment Group
Arizona
$438K +$1.36K +14 +0.4%
FA
887
Fedenia Advisers
Wisconsin
$434K +$329K +3,380 New
AWA
888
Aaron Wealth Advisors
Illinois
$433K -$2.63K -27 -0.8%
LWL
889
Leo Wealth LLC
Texas
$432K -$110K -1,127 -25%
PP
890
PDS Planning
Ohio
$431K +$4.57K +47 +1%
ALAM
891
Asahi Life Asset Management
Japan
$431K +$326K +3,355 New
HFW
892
Horizon Family Wealth
Illinois
$430K +$97 +1 +0%
AC
893
Aristeia Capital
Connecticut
$430K +$326K +3,352 New
DCM
894
Dudley Capital Management
Virginia
$430K -$7.29K -75 -2%
WA
895
Waverly Advisors
Alabama
$428K +$324K +3,335 New
WSFS
896
Wilmington Savings Fund Society
Delaware
$427K +$206K +2,123 +176%
AM
897
AGF Management
Ontario, Canada
$425K
FAG
898
Fortitude Advisory Group
Washington
$422K -$38K -391 -11%
CFA
899
Cahill Financial Advisors
Minnesota
$416K
GF
900
Gries Financial
Ohio
$411K -$22.3K -229 -7%