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Name Holding Trade Value Shares
Change
Change in
Stake
OP
826
ORG Partners
Indiana
$100K +$2.88K +32 +3%
CWP
827
Concord Wealth Partners
Virginia
$98.7K +$29.9K +332 +44%
AWM
828
Activest Wealth Management
Florida
$98K -$1.8K -20 -2%
AF
829
Advisornet Financial
Minnesota
$96.2K +$25.8K +287 +38%
CFB
830
Cullen/Frost Bankers
Texas
$93.4K +$52.3K +581 +132%
BWL
831
Bogart Wealth LLC
Virginia
$93.3K -$59.7K -663 -39%
TWM
832
Tripletail Wealth Management
Florida
$91.5K -$27K -300 -23%
ACA
833
American Capital Advisory
Idaho
$91.5K
AUB
834
Atlantic Union Bankshares
Virginia
$91.5K
CA
835
Crewe Advisors
Utah
$91.5K
PAMS
836
Pinpoint Asset Management (Singapore)
$91.5K
UBS AM
837
UBS AM
Illinois
$90.6K +$89.1K +990 New
CFD
838
Creative Financial Designs
Indiana
$90.4K +$45.1K +501 +103%
FPF
839
First Pacific Financial
Washington
$89K
CB
840
Community Bank
New York
$88.3K
CTC
841
Central Trust Company
Missouri
$88.1K +$4.68K +52 +6%
TLA
842
Tanglewood Legacy Advisors
Texas
$87.4K -$4.05K -45 -5%
TCA
843
Trifecta Capital Advisors
Illinois
$86.9K
EWA
844
EverSource Wealth Advisors
Alabama
$83.1K +$18.9K +210 +30%
CFS
845
CGC Financial Services
Oregon
$77.5K
LI
846
LRI Investments
Florida
$76.3K
EPIMS
847
Evelyn Partners Investment Management Services
$73.3K
CAM
848
Costello Asset Management
Pennsylvania
$73.2K +$72K +800 New
UIA
849
Ulland Investment Advisors
Minnesota
$73K +$72K +800 New
CWM
850
Copia Wealth Management
Oregon
$69.1K