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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
401
Janiczek Wealth Management
Colorado
$115K -$6.24K -164 -5%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$105K -$95.3K -2,505 -45%
IA
403
IFP Advisors
Florida
$102K -$19.3K -507 -14%
SWM
404
Spire Wealth Management
Virginia
$101K -$3.62K -95 -3%
AWM
405
Avior Wealth Management
Nebraska
$101K +$22.1K +581 +24%
BWL
406
Bogart Wealth LLC
Virginia
$99.6K -$9.17K -241 -8%
Pacer Advisors
407
Pacer Advisors
Pennsylvania
$93.2K -$3.81K -100 -4%
FHA
408
First Horizon Advisors
Tennessee
$87.7K +$7.54K +198 +8%
NA
409
NewEdge Advisors
Louisiana
$85.5K -$5.14K -135 -5%
RTC
410
Riverview Trust Company
Washington
$85.4K +$95.6K +2,512 New
CFO
411
CVA Family Office
Colorado
$83.4K -$8.11K -213 -8%
PTC
412
Private Trust Company
Ohio
$82.4K +$29.9K +785 +48%
SAM
413
Shell Asset Management
Netherlands
$82K -$15.2K -400 -14%
CTC
414
Central Trust Company
Missouri
$81.4K
PCM
415
PenderFund Capital Management
British Columbia, Canada
$81.3K +$66.9K +1,758 New
GWM
416
Geneos Wealth Management
Colorado
$78.6K +$4.72K +124 +6%
WT
417
Whittier Trust
California
$78.1K -$3.46K -91 -4%
GRP
418
Global Retirement Partners
California
$73K -$5.44K -143 -6%
IBOK
419
Independence Bank of Kentucky
Kentucky
$70.8K
CT
420
Caldwell Trust
Florida
$60.8K +$9.17K +241 +16%
KFI
421
Key Financial Inc
Pennsylvania
$58.7K
HNB
422
Hilltop National Bank
Wyoming
$51.1K +$57.3K +1,505 New
WB
423
Webster Bank
Connecticut
$51K
LTI
424
Laffer Tengler Investments
Tennessee
$49.4K +$114 +3 +0.2%
APC
425
Aspire Private Capital
North Carolina
$48.4K +$381 +10 +0.7%