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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
401
Carroll Financial Associates
North Carolina
$60K
SCM
402
Silvant Capital Management
Georgia
$59K
PCG
403
Private Capital Group
Connecticut
$45K -$1.37K -24 -3%
FFA
404
Freedman Financial Associates
Massachusetts
$41K +$40.1K +703 New
VCG
405
Vantage Consulting Group
Virginia
$40K +$39.1K +686 New
SC
406
SouthState Corp
Florida
$36K
RTC
407
Riverview Trust Company
Washington
$35K
CIA
408
CSat Investment Advisory
Michigan
$34K +$5.13K +90 +19%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$32K
VFA
410
Valeo Financial Advisors
Indiana
$27K +$8.38K +147 +48%
AAM
411
Advisors Asset Management
Colorado
$27K +$26.2K +460 New
CI
412
CX Institutional
Indiana
$26K +$8.95K +157 +55%
JFA
413
JNBA Financial Advisors
Minnesota
$25K
CFB
414
Cullen/Frost Bankers
Texas
$24K -$184K -3,218 -89%
MA
415
Montag & Associates
Georgia
$24K +$23.3K +408 New
TFIPS
416
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.5K +$22.8K +400 New
TFGT
417
TS Financial Group (TSFG)
Illinois
$23K
RPWA
418
Regent Peak Wealth Advisors
Georgia
$22K +$21.5K +377 New
APA
419
American Portfolios Advisors
New York
$21.8K +$12.4K +217 +141%
CA
420
Clearstead Advisors
Ohio
$21K +$20.8K +365 New
SWA
421
SOA Wealth Advisors
New York
$21K +$21.2K +371 New
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$20K
SGAM
423
Smith Group Asset Management
Texas
$19K -$342 -6 -2%
HGWM
424
Harvest Group Wealth Management
Massachusetts
$17K
JCM
425
Jacobi Capital Management
Pennsylvania
$17K