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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
301
Ifrah Financial Services
Arkansas
$118K -$742 -84 -0.7%
CM
302
Caption Management
Oklahoma
$115K -$68K -7,700 -39%
JSW
303
Journey Strategic Wealth
New Jersey
$113K +$9.02K +1,021 +9%
SFI
304
Siemens Fonds Invest
Germany
$112K
SYBT
305
Stock Yards Bank & Trust
Kentucky
$112K
SWA
306
Strategies Wealth Advisors
Michigan
$112K +$106K +12,000 New
OIA
307
OneDigital Investment Advisors
Kansas
$111K +$106K +11,965 New
BWM
308
Baron Wealth Management
Michigan
$107K +$102K +11,495 New
CG
309
Curat Global
New Hampshire
$107K
NDSIB
310
North Dakota State Investment Board
North Dakota
$106K +$101K +11,413 New
FTWA
311
Fifth Third Wealth Advisors
Ohio
$106K +$247 +28 +0.2%
AI
312
Atria Investments
North Carolina
$105K +$99.4K +11,256 New
JWCA
313
J.W. Cole Advisors
Florida
$105K +$104K +11,761 New
BC
314
Burney Company
Virginia
$104K -$48.5K -5,495 -33%
BCWM
315
Bartlett & Co Wealth Management
Ohio
$104K
FFA
316
Florida Financial Advisors
Florida
$103K +$99.8K +11,303 New
SCM
317
Shelton Capital Management
Colorado
$102K +$96.8K +10,965 New
SCM
318
Semanteon Capital Management
Massachusetts
$100K +$94.8K +10,736 New
PAM
319
Parvin Asset Management
South Dakota
$99.2K
NI
320
NDVR Inc
Massachusetts
$98.3K +$93.3K +10,561 New
QI
321
Qtron Investments
Massachusetts
$97.8K
PWM
322
Peak Wealth Management
New Hampshire
$97.8K +$92.7K +10,500 New
SPC
323
Sigma Planning Corp
Michigan
$97.5K -$327 -37 -0.4%
FFA
324
Farther Finance Advisors
California
$96.5K -$29K -3,280 -24%
DAS
325
Diversify Advisory Services
Utah
$95.9K -$164K -18,555 -64%