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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
401
CIBC World Market
Ontario, Canada
$237K +$238K +1,744 New
FAT
402
First American Trust
California
$229K
Koshinski Asset Management
403
Koshinski Asset Management
Illinois
$228K +$13.6K +100 +6%
BNP Paribas Asset Management
404
BNP Paribas Asset Management
France
$228K +$58.6K +430 +35%
OFO
405
OneAscent Family Office
Alabama
$226K
FCM
406
Fieldview Capital Management
Michigan
$226K +$226K +1,662 New
SW
407
SkyOak Wealth
Michigan
$221K
DWA
408
Dorsey Wright & Associates
California
$220K -$221K -1,622 Closed
JSW
409
Journey Strategic Wealth
New Jersey
$215K +$1.23K +9 +0.6%
WF
410
WoodTrust Financial
Wisconsin
$213K
SRC
411
Sage Rhino Capital
California
$212K +$212K +1,559 New
CFO
412
Callan Family Office
Pennsylvania
$210K +$210K +1,542 New
SPA
413
Sherbrooke Park Advisers
New York
$208K -$430K -3,157 -67%
DE
414
Diversified Enterprises
Delaware
$207K +$207K +1,521 New
SOW
415
State of Wyoming
Wyoming
$204K +$72.7K +534 +55%
CI
416
Corient IA
Florida
$204K +$204K +1,500 New
PWM
417
Paulson Wealth Management
Illinois
$203K -$21.7K -159 -10%
SAM
418
Secure Asset Management
Michigan
$202K +$203K +1,488 New
UB
419
UMB Bank
Missouri
$202K +$8.58K +63 +4%
SPIA
420
Steward Partners Investment Advisory
New York
$197K +$43.6K +320 +28%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$197K +$13.5K +99 +7%
Group One Trading
422
Group One Trading
Illinois
$192K +$153K +1,120 +382%
AIC
423
Archer Investment Corporation
Indiana
$175K +$48.2K +354 +38%
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$148K -$13.2K -97 -8%
A
425
AlphaQuest
New York
$147K -$265K -1,943 -64%