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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
526
Sagespring Wealth Partners
Tennessee
$452K -$20.2K -575 -4%
BRG
527
Bay Rivers Group
Virginia
$451K
ZBNA
528
Zions Bancorporation, National Association
Utah
$450K +$449K +12,800 +8,889%
JG
529
Jain Global
New York
$449K +$453K +12,922 New
SL
530
Sentry LLC
Tennessee
$449K
GSEP
531
Golden State Equity Partners
California
$448K +$59.2K +1,688 +15%
CICI
532
Capital Investment Counsel Inc
North Carolina
$446K
AG
533
AlTi Global
New York
$444K
FIA
534
Foundations Investment Advisors
Arizona
$443K -$92.7K -2,641 -17%
BEI
535
Benjamin Edwards Inc
Missouri
$442K +$55.4K +1,578 +14%
Thrivent Financial for Lutherans
536
Thrivent Financial for Lutherans
Minnesota
$441K +$73.1K +2,083 +20%
ECM
537
Elgethun Capital Management
South Dakota
$441K +$3.19K +91 +0.7%
AMBIA
538
Allen Mooney & Barnes Investment Advisors
Georgia
$440K +$18.3K +522 +4%
RIA
539
Regal Investment Advisors
Michigan
$440K +$444K +12,669 New
WANY
540
Wealthspire Advisors (New York)
New York
$439K +$103K +2,946 +30%
GD
541
Grandfield & Dodd
New York
$438K -$153K -4,362 -26%
CPIG
542
Chicago Partners Investment Group
Illinois
$437K +$10.6K +302 +3%
GC
543
Guggenheim Capital
Illinois
$436K -$106K -3,016 -19%
PFS
544
Prospect Financial Services
New York
$434K -$33.1K -944 -7%
AMIM
545
Aull & Monroe Investment Management
Alabama
$433K
WA
546
WealthTrust Axiom
Pennsylvania
$431K +$14K +399 +3%
IWM
547
IHT Wealth Management
Illinois
$431K -$7.58K -216 -2%
BAAM
548
Baker Avenue Asset Management
California
$431K -$737 -21 -0.2%
FRA
549
Frank Rimerman Advisors
California
$430K +$435K +12,391 New
PCA
550
Peddock Capital Advisors
Massachusetts
$429K