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Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Advisornet Financial
Minnesota
$158K -$4.01K -50 -2%
CFO
452
CVA Family Office
Colorado
$156K
CA
453
Clearstead Advisors
Ohio
$156K +$160K +2,000 New
SC
454
Steph & Co
Wisconsin
$152K
PFBT
455
Parkside Financial Bank & Trust
Missouri
$145K -$7.53K -94 -5%
BAM
456
Belpointe Asset Management
Nevada
$142K +$20K +250 +16%
MMG
457
Monetary Management Group
Missouri
$137K
CI Investments Inc
458
CI Investments Inc
Ontario, Canada
$126K +$7.21K +90 +6%
HPC
459
HM Payson & Co
Maine
$122K
PCG
460
Private Capital Group
Connecticut
$119K -$3.77K -47 -3%
SFPG
461
Stonebridge Financial Planning Group
Florida
$117K
QCG
462
Quadrant Capital Group
Ohio
$116K -$26.3K -328 -18%
AssetMark Inc
463
AssetMark Inc
California
$116K +$6.57K +82 +6%
M
464
MOTCO
Texas
$114K
BWM
465
BerganKDV Wealth Management
Minnesota
$109K +$2.24K +28 +2%
AWM
466
Avior Wealth Management
Nebraska
$108K +$9.94K +124 +10%
RWA
467
Ropes Wealth Advisors
Massachusetts
$108K +$43.7K +545 +65%
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K +$91.5K +1,142 +508%
NIM
469
NuWave Investment Management
New Jersey
$98K +$87.3K +1,089 +660%
BCWM
470
Bartlett & Co Wealth Management
Ohio
$97K +$1.12K +14 +1%
BC
471
Bartlett & Co
Ohio
$97K +$1.12K +14 +1%
AP
472
Atwood & Palmer
Missouri
$94K
SFS
473
Sowell Financial Services
Arkansas
$91K +$20.7K +258 +28%
HFS
474
Hantz Financial Services
Michigan
$87K -$22.4K -279 -20%
EP
475
Eudaimonia Partners
Tennessee
$87K +$20.4K +254 +29%