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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Sagespring Wealth Partners
Tennessee
$140K -$11.6K -280 -8%
MC
502
Moors & Cabot
Massachusetts
$139K +$27.5K +667 +25%
PFS
503
Prospera Financial Services
Texas
$139K -$16.5K -400 -11%
ATC
504
Argent Trust Co
Tennessee
$139K -$3.3K -80 -2%
LAS
505
Lloyd Advisory Services
Georgia
$137K -$1.4K -34 -1%
IWA
506
IVC Wealth Advisors
Pennsylvania
$136K -$9.82K -238 -7%
RWC
507
Rare Wolf Capital
Washington
$135K +$134K +3,248 New
Bessemer Group
508
Bessemer Group
New Jersey
$135K +$68.6K +1,664 +104%
BAM
509
Belpointe Asset Management
Nevada
$133K +$29.8K +722 +29%
SRA
510
Secured Retirement Advisors
Minnesota
$133K +$12.3K +298 +10%
GPW
511
Genesis Private Wealth
Virginia
$133K -$19.4K -470 -13%
SWA
512
ShankerValleau Wealth Advisors
Illinois
$132K
DT
513
Diversified Trust
Tennessee
$129K +$22.7K +551 +22%
GS
514
GTS Securities
Florida
$127K +$32.2K +780 +35%
USCWA
515
U.S. Capital Wealth Advisors
Texas
$125K +$29.9K +725 +32%
DCM
516
Delta Capital Management
New Jersey
$124K
JMA
517
J.M. Arbour
Maine
$124K +$122K +2,969 New
HPM
518
Hoxton Planning & Management
West Virginia
$124K +$122K +2,963 New
DMBA
519
Deseret Mutual Benefit Administrators
Utah
$123K +$17.8K +431 +17%
SWM
520
SeaCrest Wealth Management
New York
$121K +$35.2K +854 +42%
KP
521
Keel Point
Alabama
$120K +$119K +2,883 New
William Blair & Company
522
William Blair & Company
Illinois
$119K +$118K +2,850 New
PFPG
523
Pinnacle Financial Partners (Georgia)
Georgia
$119K +$117K +2,848 New
CB
524
Commerce Bank
Missouri
$117K -$54.4K -1,318 -32%
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$116K -$32.7K -792 -22%