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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
SOA Wealth Advisors
New York
$54K +$28.5K +479 +102%
CI
427
CX Institutional
Indiana
$51K +$21.2K +356 +66%
HFM
428
Harvest Fund Management
China
$49K – – –
TWM
429
Tradition Wealth Management
Minnesota
$46K +$47.6K +800 New
NFSG
430
Newbridge Financial Services Group
Florida
$45K +$37.8K +635 +441%
FFA
431
Freedman Financial Associates
Massachusetts
$40K – – –
ETI
432
Enterprise Trust & Investment
California
$40K +$41.6K +700 New
BCA
433
Berman Capital Advisors
Georgia
$36K +$30K +504 +365%
RTC
434
Riverview Trust Company
Washington
$34K – – –
S
435
SignatureFD
Georgia
$34K +$8.92K +150 +33%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
PCG
437
Private Capital Group
Connecticut
$31K -$3.63K -61 -10%
IUHSA
438
Itau Unibanco Holding S.A.
Brazil
$31K +$32.6K +548 New
Loomis, Sayles & Company
439
Loomis, Sayles & Company
Massachusetts
$29K +$19K +320 +173%
FHA
440
First Horizon Advisors
Tennessee
$28K -$297 -5 -1%
Northwestern Mutual Wealth Management
441
Northwestern Mutual Wealth Management
Wisconsin
$27K +$119 +2 +0.4%
SC
442
SouthState Corp
Florida
$25K – – –
JFA
443
JNBA Financial Advisors
Minnesota
$24K – – –
MA
444
Montag & Associates
Georgia
$23K – – –
SGAM
445
Smith Group Asset Management
Texas
$23K +$2.14K +36 +10%
TFIPS
446
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.9K – – –
TFGT
447
TS Financial Group (TSFG)
Illinois
$22K – – –
CA
448
Clearstead Advisors
Ohio
$22K +$1.01K +17 +5%
JCM
449
Jacobi Capital Management
Pennsylvania
$21K +$4.04K +68 +23%
SPIA
450
Steward Partners Investment Advisory
New York
$20K -$179K -3,008 -89%