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Name Holding Trade Value Shares
Change
Change in
Stake
CRC
501
Curi RMB Capital
Illinois
$171K +$170K +11,692 New
PGFC
502
Peapack-Gladstone Financial Corp
New Jersey
$170K -$24.7K -1,701 -13%
SCTC
503
Sanibel Captiva Trust Company
Florida
$169K
Belvedere Trading
504
Belvedere Trading
Illinois
$169K +$167K +11,499 New
PCIA
505
Prime Capital Investment Advisors
Kansas
$168K -$4.16K -286 -2%
JWM
506
Jeppson Wealth Management
California
$167K
SAI
507
Savvy Advisors Inc
New York
$167K +$165K +11,371 New
DWM
508
Diversify Wealth Management
Utah
$166K -$622K -42,773 -79%
DAS
509
Diversify Advisory Services
Utah
$166K +$163K +11,218 New
RS
510
R Squared
Hong Kong
$165K +$164K +11,257 New
AssetMark Inc
511
AssetMark Inc
California
$164K -$21.8K -1,503 -12%
PFA
512
Pathway Financial Advisers
Indiana
$162K +$58 +4 +0%
MWM
513
Modern Wealth Management
Kansas
$162K +$161K +11,063 New
BWM
514
Bullock Wealth Management
Indiana
$160K +$158K +10,901 New
WSFS
515
Wilmington Savings Fund Society
Delaware
$159K +$741 +51 +0.5%
MMA
516
Miracle Mile Advisors
California
$159K +$157K +10,830 New
TCWM
517
Total Clarity Wealth Management
Illinois
$157K +$552 +38 +0.4%
SAM
518
Sawgrass Asset Management
Florida
$156K +$155K +10,662 New
MML Investors Services
519
MML Investors Services
Massachusetts
$156K -$219K -15,073 -59%
EHWM
520
Eads & Heald Wealth Management
Georgia
$155K +$154K +10,575 New
SFA
521
Seneca Financial Advisors
New York
$153K
FWA
522
FSM Wealth Advisors
Ohio
$152K -$19.6K -1,347 -11%
NS
523
NBC Securities
Alabama
$149K -$19.9K -1,370 -12%
AC
524
AlphaCore Capital
California
$149K +$148K +10,159 New
MAS
525
Meeder Advisory Services
Ohio
$148K -$4.96K -341 -3%