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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Cornerstone Wealth Management
Missouri
$28.8K – – –
KIM
302
Kestra Investment Management
Texas
$27.8K +$28.5K +12,474 New
B
303
Bensler
Washington
$26.7K +$27.4K +11,969 New
BL
304
Balentine LLC
Georgia
$25.8K – – –
PWM
305
Perigon Wealth Management
California
$25.6K +$1.9K +830 +8%
MWM
306
Modern Wealth Management
Kansas
$25.1K +$25.7K +11,234 New
RIA
307
Regal Investment Advisors
Michigan
$24.6K – – –
FFM
308
Forum Financial Management
Illinois
$24.5K – – –
First Trust Advisors
309
First Trust Advisors
Illinois
$24.5K +$25.2K +10,995 New
MCIA
310
Mountain Capital Investment Advisors
Colorado
$24.5K – – –
WWMSC
311
Wagner Wealth Management (South Carolina)
South Carolina
$23.5K – – –
TA
312
TFB Advisors
Kansas
$23.4K +$24.8K +10,845 New
PCIA
313
Prime Capital Investment Advisors
Kansas
$22.5K -$4.01K -1,753 -15%
GPW
314
Genesis Private Wealth
Virginia
$22.4K – – –
RA
315
Ruggaard & Associates
Ohio
$22.3K – – –
IUHSA
316
Itau Unibanco Holding S.A.
Brazil
$22K – – –
HNB
317
Hilltop National Bank
Wyoming
$17.5K – – –
CIAM
318
Caitong International Asset Management
Hong Kong
$16.6K -$142K -61,990 -89%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$16.2K – – –
PB
320
Pinnacle Bancorp
Nebraska
$15.7K – – –
FFA
321
Farther Finance Advisors
California
$15.4K +$3.95K +1,725 +33%
AAP
322
Arax Advisory Partners
Colorado
$13.2K -$14.1K -6,174 -51%
CIA
323
Cape Investment Advisory
Georgia
$12.5K +$3.17K +1,385 +33%
GI
324
GAMMA Investing
California
$12.1K -$1.21K -530 -9%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.67K -728 -12%