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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$239K +$15.8K +278 +8%
Thrivent Financial for Lutherans
452
Thrivent Financial for Lutherans
Minnesota
$229K -$19.6K -345 -8%
RA
453
Riversedge Advisors
Delaware
$228K +$214K +3,771 New
GVAG
454
Great Valley Advisor Group
Delaware
$226K +$1.25K +22 +0.6%
AHC
455
Adell Harriman & Carpenter
Texas
$222K +$208K +3,669 New
SC
456
Sapient Capital
Indiana
$221K +$206K +3,620 New
5NPW
457
55 North Private Wealth
Florida
$220K +$207K +3,646 New
ASCM
458
Adkins Seale Capital Management
Louisiana
$220K +$207K +3,640 New
WCP
459
Wealthcare Capital Partners
Pennsylvania
$219K +$207K +3,635 New
WF
460
Welch & Forbes
Massachusetts
$218K -$85.2K -1,500 -29%
CFO
461
CVA Family Office
Colorado
$217K
WWM
462
Walser Wealth Management
Florida
$217K +$204K +3,593 New
FCH
463
Freestone Capital Holdings
Washington
$215K +$202K +3,558 New
TGIA
464
Torrey Growth & Income Advisors
California
$213K -$89.1K -1,568 -31%
UPS
465
UHLMANN PRICE SECURITIES
Illinois
$212K +$199K +3,508 New
USGIU
466
U.S. Global Investors (USGI)
Texas
$211K
CCM
467
Cohen Capital Management
California
$206K +$194K +3,419 New
EWA
468
Exencial Wealth Advisors
Oklahoma
$206K -$25.9K -455 -12%
MG
469
Mather Group
Illinois
$205K +$8.3K +146 +4%
BAM
470
Belpointe Asset Management
Nevada
$205K +$193K +3,393 New
FCA
471
Fortis Capital Advisors
Kansas
$205K +$193K +3,393 New
PHS
472
Pekin Hardy Strauss
Illinois
$204K +$192K +3,378 New
BW
473
BXM Wealth
Colorado
$204K +$192K +3,375 New
EWA
474
EverSource Wealth Advisors
Alabama
$202K +$5.11K +90 +3%
LSA
475
Leonteq Securities AG
Switzerland
$202K -$194K -3,412 -50%