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Name Holding Trade Value Shares
Change
Change in
Stake
AF
426
Advisornet Financial
Minnesota
$146K +$217 +3 +0.1%
PFBT
427
Parkside Financial Bank & Trust
Missouri
$143K +$41.3K +570 +39%
CFO
428
CVA Family Office
Colorado
$141K – – –
SC
429
Steph & Co
Wisconsin
$137K -$2.25K -31 -2%
PCG
430
Private Capital Group
Connecticut
$135K -$45K -621 -24%
MMG
431
Monetary Management Group
Missouri
$124K – – –
WT
432
Whittier Trust
California
$124K – – –
C
433
Cerebellum
California
$123K +$151K +2,083 New
KPW
434
Kore Private Wealth
New York
$120K – – –
CI Investments Inc
435
CI Investments Inc
Ontario, Canada
$119K -$1.53M -21,075 -93%
BAM
436
Belpointe Asset Management
Nevada
$117K +$121K +1,666 New
HPC
437
HM Payson & Co
Maine
$110K -$21.7K -300 -16%
SFPG
438
Stonebridge Financial Planning Group
Florida
$110K – – –
CIA
439
ClearBridge Investments (Australia)
Australia
$109K -$45.2K -624 -29%
SFG
440
Sowa Financial Group
Rhode Island
$106K – – –
BWM
441
BerganKDV Wealth Management
Minnesota
$105K -$7.25K -100 -6%
QCG
442
Quadrant Capital Group
Ohio
$103K -$47.3K -652 -31%
HFS
443
Hantz Financial Services
Michigan
$100K +$2.32K +32 +2%
M
444
MOTCO
Texas
$95K – – –
FANJ
445
Financial Architects (New Jersey)
New Jersey
$91K +$290 +4 +0.3%
AWM
446
Avior Wealth Management
Nebraska
$88K +$15.1K +208 +20%
BCWM
447
Bartlett & Co Wealth Management
Ohio
$86.5K – – –
BC
448
Bartlett & Co
Ohio
$86K – – –
AIM
449
AIA Investment Management
Singapore
$85K – – –
AP
450
Atwood & Palmer
Missouri
$84K – – –