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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
551
Financial Architects (New Jersey)
New Jersey
$230K +$29.2K +462 +14%
WA
552
WESPAC Advisors
California
$229K – – –
LP
553
LMR Partners
United Kingdom
$226K -$92.8K -1,468 -28%
AWP
554
Ascent Wealth Partners
New York
$225K +$4.17K +66 +2%
SF
555
Synovus Financial
Georgia
$225K +$237K +3,756 New
CG
556
CFO4Life Group
Texas
$224K +$3.35K +53 +1%
MCC
557
Malaga Cove Capital
California
$224K +$236K +3,736 New
WA
558
WBH Advisory
Maryland
$223K +$1.71K +27 +0.7%
DLG
559
Daniel L. Goodwin
$222K – – –
IAA
560
Independent Advisor Alliance
North Carolina
$221K +$239K +3,776 New
SCM
561
Stevens Capital Management
Pennsylvania
$220K +$232K +3,666 New
CCM
562
Catawba Capital Management
Virginia
$217K – – –
SXL
563
Summit X LLC
Missouri
$214K +$13.2K +209 +6%
SG
564
StoneX Group
New York
$212K -$45.8K -724 -17%
HCC
565
Hirtle Callaghan & Co
Pennsylvania
$210K – – –
HNB
566
Huntington National Bank
Ohio
$209K -$1.33K -21 -0.6%
TSS
567
Two Sigma Securities
New York
$206K +$217K +3,435 New
HK
568
Horizon Kinetics
New York
$205K – – –
DLA
569
Douglas Lane & Associates
New York
$203K -$123K -1,950 -37%
KeyBank National Association
570
KeyBank National Association
Ohio
$202K -$248K -3,923 -54%
VIA
571
Vident Investment Advisory
Georgia
$200K +$10.3K +163 +5%
TAM
572
Tiverton Asset Management
Delaware
$192K +$202K +3,202 New
BWL
573
Bogart Wealth LLC
Virginia
$179K -$322K -5,092 -63%
CG
574
Cutler Group
California
$168K +$158K +2,506 +824%
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$167K +$176K +2,779 New