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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
476
Walser Wealth Management
Florida
$337K +$19.5K +235 +6%
Thrivent Financial for Lutherans
477
Thrivent Financial for Lutherans
Minnesota
$337K +$15.3K +184 +5%
SP
478
Successful Portfolios
Florida
$336K -$83.7K -1,009 -20%
SAI
479
Savvy Advisors Inc
New York
$336K +$335K +4,034 New
RDWM
480
Red Door Wealth Management
Tennessee
$335K +$334K +4,022 New
CCA
481
Corps Capital Advisors
Texas
$333K – – –
MMA
482
Miracle Mile Advisors
California
$331K +$330K +3,970 New
FCH
483
Freestone Capital Holdings
Washington
$326K +$31.9K +384 +11%
CFG
484
Carter Financial Group
Illinois
$325K +$323K +3,897 New
CWM
485
Calamos Wealth Management
Illinois
$324K +$67.5K +813 +26%
TF
486
Trek Financial
Arizona
$324K -$91.5K -1,102 -22%
CB
487
Commerce Bank
Missouri
$322K +$15.2K +183 +5%
ACA
488
Affinity Capital Advisors
California
$320K +$12.6K +152 +4%
FCA
489
Fortis Capital Advisors
Kansas
$314K +$15.5K +187 +5%
AI
490
Atria Investments
North Carolina
$312K +$311K +3,747 New
CI
491
Cherokee Insurance
Michigan
$308K – – –
CSPIA
492
Cary Street Partners Investment Advisory
Virginia
$307K +$25K +301 +9%
WCP
493
Wealthcare Capital Partners
Pennsylvania
$307K – – –
RA
494
RFG Advisory
Alabama
$307K +$306K +3,684 New
SP
495
SmartHarvest Portfolios
Washington
$307K +$27.1K +326 +10%
PCG
496
Prosperity Consulting Group
Maryland
$301K +$300K +3,615 New
EWA
497
EverSource Wealth Advisors
Alabama
$300K -$148K -1,785 -33%
CFO
498
CVA Family Office
Colorado
$300K – – –
CFB
499
Cullen/Frost Bankers
Texas
$299K -$9.88K -119 -3%
SC
500
Sapient Capital
Indiana
$298K +$23.8K +287 +9%