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Name Holding Trade Value Shares
Change
Change in
Stake
SI
826
Sava Infond
Slovenia
$696K +$72.4K +150 +13%
Diversified Enterprises
827
Diversified Enterprises
Delaware
$695K -$60.8K -126 -9%
Goldstein Advisors
828
Goldstein Advisors
Wisconsin
$694K +$155K +321 +31%
Kingsview Wealth Management
829
Kingsview Wealth Management
Oregon
$691K +$210K +435 +48%
Sheets Smith Wealth Management
830
Sheets Smith Wealth Management
North Carolina
$688K -$965 -2 -0.1%
Premier Path Wealth Partners
831
Premier Path Wealth Partners
New Jersey
$688K +$50.7K +105 +9%
D'Orazio & Associates
832
D'Orazio & Associates
Virginia
$687K -$12.5K -26 -2%
Inscription Capital
833
Inscription Capital
Texas
$685K +$160K +332 +33%
Blackstone Inc
834
Blackstone Inc
New York
$675K +$633K +1,311 New
Strategy Asset Managers
835
Strategy Asset Managers
California
$675K -$21.2K -44 -3%
BWM
836
Bluebird Wealth Management
Massachusetts
$674K -$36.2K -75 -5%
Machina Capital
837
Machina Capital
France
$671K +$287K +595 +84%
Hennion & Walsh Asset Management
838
Hennion & Walsh Asset Management
New Jersey
$667K +$181K +376 +41%
Parcion Private Wealth
839
Parcion Private Wealth
Washington
$665K +$26.1K +54 +4%
UMB Bank
840
UMB Bank
Missouri
$663K +$207K +428 +50%
SI
841
Severin Investments
Missouri
$661K +$619K +1,283 New
Proficio Capital Partners
842
Proficio Capital Partners
Massachusetts
$659K +$618K +1,280 New
IHT Wealth Management
843
IHT Wealth Management
Illinois
$659K -$44.4K -92 -7%
HighPoint Advisor Group
844
HighPoint Advisor Group
Illinois
$658K +$17.9K +37 +3%
Avanza Fonder
845
Avanza Fonder
Sweden
$658K – – –
UWS
846
Unique Wealth Strategies
Illinois
$657K -$63.2K -131 -9%
Cooper Financial Group
847
Cooper Financial Group
California
$657K +$965 +2 +0.2%
FAL
848
Focused Alpha LLC
Colorado
$653K +$612K +1,268 New
FA
849
FDx Advisors
Illinois
$647K -$17.9K -37 -3%
OPWM
850
Oxinas Partners Wealth Management
Indiana
$639K +$156K +324 +35%