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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
776
Confluence Wealth Services
Pennsylvania
$348K -$1.94K -13 -0.4%
ACM
777
Andina Capital Management
Utah
$341K +$434K +2,903 New
IP
778
Interval Partners
New York
$339K -$20.6K -138 -5%
FIM
779
Freedom Investment Management
Connecticut
$338K -$13.3K -89 -3%
RF
780
Rossby Financial
Florida
$335K +$395K +2,643 New
AA
781
ALPS Advisors
Colorado
$335K +$426K +2,850 New
TSW
782
Thompson Siegel & Walmsley
Virginia
$333K -$144K -966 -25%
PTC
783
Private Trust Company
Ohio
$332K +$162K +1,085 +62%
KFGK
784
Keystone Financial Group (Kentucky)
Kentucky
$332K -$28.7K -192 -6%
WAS
785
Wealth Advisory Solutions
Indiana
$330K +$420K +2,810 New
ICP
786
Interchange Capital Partners
Pennsylvania
$326K +$2.39K +16 +0.6%
SF
787
Synovus Financial
Georgia
$325K +$414K +2,770 New
FA
788
FSA Advisors
Michigan
$323K +$411K +2,751 New
OS
789
Objectivity Squared
South Carolina
$321K +$90.4K +605 +27%
VA
790
VestGen Advisors
Illinois
$320K +$407K +2,726 New
DWM
791
Dakota Wealth Management
Florida
$317K +$153K +1,023 +61%
FIA
792
Foundations Investment Advisors
Arizona
$317K +$139K +930 +53%
CFP
793
Catalyst Financial Partners
Massachusetts
$316K +$10.2K +68 +3%
GLA
794
Good Life Advisors
Pennsylvania
$313K -$144K -963 -27%
JSW
795
Journey Strategic Wealth
New Jersey
$313K +$24.7K +165 +7%
FCP
796
Fidelis Capital Partners
Florida
$313K -$10.8K -72 -3%
SOW
797
State of Wyoming
Wyoming
$312K +$334K +2,238 +533%
DO
798
denkapparat Operations
Germany
$311K +$396K +2,652 New
ECM
799
Evergreen Capital Management
Washington
$309K +$26K +174 +7%
KFP
800
KMG Fiduciary Partners
Ohio
$309K +$448 +3 +0.1%