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Name Holding Trade Value Shares
Change
Change in
Stake
CI
626
CX Institutional
Indiana
$86K +$2.49K +16 +3%
CA
627
Clearstead Advisors
Ohio
$86K +$86.1K +553 +2,304%
VLKIM
628
Van Lanschot Kempen Investment Management
Netherlands
$82K – – –
GLLW
629
Graves Light Lenhart Wealth
Virginia
$81K – – –
SWM
630
Spire Wealth Management
Virginia
$73K +$2.02K +13 +3%
CA
631
Crewe Advisors
Utah
$72K -$1.09K -7 -1%
LWM
632
Liberty Wealth Management
California
$72K +$44.5K +286 +171%
GWM
633
Geneos Wealth Management
Colorado
$70K – – –
RWM
634
Raffa Wealth Management
District of Columbia
$66.7K – – –
HI
635
Harbour Investments
Wisconsin
$62K +$1.4K +9 +2%
PFGIA
636
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$1.71K +11 +3%
CFA
637
Carroll Financial Associates
North Carolina
$51K +$156 +1 +0.3%
PFBT
638
Parkside Financial Bank & Trust
Missouri
$50K +$4.67K +30 +10%
WWMSC
639
Wagner Wealth Management (South Carolina)
South Carolina
$48K -$9.97K -64 -19%
MSFP
640
Mark Sheptoff Financial Planning
Connecticut
$45K – – –
FHA
641
First Horizon Advisors
Tennessee
$45K +$21.5K +138 +79%
SIC
642
Salem Investment Counselors
North Carolina
$45K +$31.1K +200 +200%
BFEC
643
Benjamin F. Edwards & Company
Missouri
$44K – – –
JFGIW
644
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K – – –
IFAM
645
Institutional & Family Asset Management
Colorado
$43K +$2.65K +17 +6%
CWP
646
Concord Wealth Partners
Virginia
$41K -$90.8K -583 -68%
HFM
647
Harvest Fund Management
China
$40K – – –
HCP
648
Hexagon Capital Partners
Arkansas
$39K +$31.1K +200 +328%
JWM
649
Janiczek Wealth Management
Colorado
$37K -$1.56K -10 -4%
TFS
650
TrustCore Financial Services
Tennessee
$37K – – –