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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
951
SeaCrest Wealth Management
New York
$221K -$56.5K -85 -18%
GSC
952
Ground Swell Capital
South Carolina
$221K +$249K +375 New
IFWM
953
Institute for Wealth Management
Colorado
$220K – – –
BCG
954
Breakwater Capital Group
New Jersey
$220K +$24.6K +37 +11%
LI
955
Lafayette Investments
Maryland
$220K +$248K +373 New
ANBT
956
American National Bank & Trust
Texas
$219K – – –
FG
957
Fiduciary Group
Georgia
$218K – – –
ACG
958
Allen Capital Group
Nebraska
$218K – – –
PA
959
PFG Advisors
Arizona
$218K +$21.3K +32 +9%
BWM
960
BigSur Wealth Management
Florida
$215K +$9.3K +14 +4%
HIP
961
HUB Investment Partners
Texas
$215K +$243K +366 New
CAIMH
962
Central Asset Investments & Management Holdings
Hong Kong
$214K -$3.83M -5,762 -94%
SAM
963
Simplify Asset Management
Nevada
$213K +$240K +361 New
TCBWMS
964
Texas Capital Bank Wealth Management Services
Texas
$211K -$1.33K -2 -0.6%
VC
965
Vicus Capital
Pennsylvania
$211K +$238K +358 New
WAG
966
Wallace Advisory Group
California
$210K +$193K +290 New
RCA
967
Resonant Capital Advisors
Wisconsin
$210K +$9.96K +15 +4%
APW
968
Austin Private Wealth
Texas
$209K +$32.5K +49 +16%
MNBTD
969
Moody National Bank Trust Division
Texas
$209K +$39.2K +59 +20%
BAM
970
Belpointe Asset Management
Nevada
$208K +$20.6K +31 +10%
WDL
971
Well Done LLC
Michigan
$206K – – –
CWM
972
Centric Wealth Management
Illinois
$205K – – –
WRPWM
973
Werba Rubin Papier Wealth Management
California
$204K – – –
CA
974
Callahan Advisors
Texas
$204K +$230K +346 New
AC
975
Apella Capital
Connecticut
$201K – – –