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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
551
Thoroughbred Financial Services
Tennessee
$1.69M +$1.29M +8,733 New
JWCA
552
J.W. Cole Advisors
Florida
$1.69M +$73.5K +497 +6%
SWP
553
Strategic Wealth Partners
Ohio
$1.68M +$1.28M +8,651 New
PAS
554
Point72 Asia (Singapore)
Singapore
$1.67M -$1.56M -10,568 -55%
VWM
555
Venturi Wealth Management
Texas
$1.66M -$24.1K -163 -2%
HCM
556
Howard Capital Management
Georgia
$1.62M +$1.24M +8,379 New
LAI
557
Legal Advantage Investments
California
$1.61M
IWC
558
Integrated Wealth Concepts
Massachusetts
$1.6M +$453K +3,064 +59%
QI
559
Qtron Investments
Massachusetts
$1.59M
SIA
560
Schear Investment Advisers
Ohio
$1.58M +$307K +2,074 +34%
HWM
561
HB Wealth Management
Georgia
$1.57M -$9.17K -62 -0.8%
CW
562
CreativeOne Wealth
Kansas
$1.57M +$525K +3,548 +78%
KPWS
563
Kestra Private Wealth Services
Texas
$1.56M +$527K +3,561 +79%
ICM
564
IMS Capital Management
Oregon
$1.56M +$1.19M +8,051 New
Focus Partners Wealth
565
Focus Partners Wealth
Massachusetts
$1.56M +$29.2K +197 +3%
PCIA
566
Prime Capital Investment Advisors
Kansas
$1.55M +$16.4K +111 +1%
VFA
567
Valeo Financial Advisors
Indiana
$1.54M +$240K +1,619 +26%
AFA
568
Alta Fundamental Advisers
New York
$1.54M +$1.18M +7,950 New
FWM
569
Focused Wealth Management
New York
$1.53M +$380K +2,569 +48%
PL
570
Polianta Ltd
Jersey
$1.53M
FCM
571
Fogel Capital Management
Florida
$1.53M +$10.7K +72 +0.9%
SAM
572
Strategy Asset Managers
California
$1.51M -$23.4K -158 -2%
CPCPP
573
Canada Post Corporation Pension Plan
Canada
$1.51M +$1.15M +7,800 New
DADC
574
D.A. Davidson & Co
Montana
$1.51M +$132K +893 +13%
KIM
575
Kestra Investment Management
Texas
$1.5M