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Name Holding Trade Value Shares
Change
Change in
Stake
RP
501
Rowlandmiller & Partners
Georgia
$144K – – –
SWP
502
Sagespring Wealth Partners
Tennessee
$140K -$11.6K -280 -8%
MC
503
Moors & Cabot
Massachusetts
$139K +$27.5K +667 +25%
PFS
504
Prospera Financial Services
Texas
$139K -$16.5K -400 -11%
ATC
505
Argent Trust Co
Tennessee
$139K -$3.3K -80 -2%
LAS
506
Lloyd Advisory Services
Georgia
$137K -$1.4K -34 -1%
IWA
507
IVC Wealth Advisors
Pennsylvania
$136K -$9.82K -238 -7%
RWC
508
Rare Wolf Capital
Washington
$135K +$134K +3,248 New
Bessemer Group
509
Bessemer Group
New Jersey
$135K +$68.6K +1,664 +104%
BAM
510
Belpointe Asset Management
Nevada
$133K +$29.8K +722 +29%
SRA
511
Secured Retirement Advisors
Minnesota
$133K +$12.3K +298 +10%
GPW
512
Genesis Private Wealth
Virginia
$133K -$19.4K -470 -13%
SWA
513
ShankerValleau Wealth Advisors
Illinois
$132K – – –
DT
514
Diversified Trust
Tennessee
$129K +$22.7K +551 +22%
GS
515
GTS Securities
Florida
$127K +$32.2K +780 +35%
USCWA
516
U.S. Capital Wealth Advisors
Texas
$125K +$29.9K +725 +32%
DCM
517
Delta Capital Management
New Jersey
$124K – – –
JMA
518
J.M. Arbour
Maine
$124K +$122K +2,969 New
HPM
519
Hoxton Planning & Management
West Virginia
$124K +$122K +2,963 New
DMBA
520
Deseret Mutual Benefit Administrators
Utah
$123K +$17.8K +431 +17%
SWM
521
SeaCrest Wealth Management
New York
$121K +$35.2K +854 +42%
KP
522
Keel Point
Alabama
$120K +$119K +2,883 New
William Blair & Company
523
William Blair & Company
Illinois
$119K +$118K +2,850 New
PFPG
524
Pinnacle Financial Partners (Georgia)
Georgia
$119K +$117K +2,848 New
CB
525
Commerce Bank
Missouri
$117K -$54.4K -1,318 -32%