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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
551
Carolinas Wealth Consulting
North Carolina
$173K -$8.64K -66 -5%
S
552
SignatureFD
Georgia
$172K -$5.89K -45 -3%
CWM
553
Curi Wealth Management
North Carolina
$170K +$169K +1,290 New
AF
554
Advisornet Financial
Minnesota
$161K – – –
CT
555
Caldwell Trust
Florida
$158K – – –
RTC
556
Riverview Trust Company
Washington
$144K – – –
FMT
557
First Mercantile Trust
Tennessee
$142K +$49.8K +380 +54%
PCG
558
Private Capital Group
Connecticut
$141K +$3.01K +23 +2%
APC
559
Aspire Private Capital
North Carolina
$141K +$3.14K +24 +2%
USGIU
560
U.S. Global Investors (USGI)
Texas
$138K – – –
NIM
561
NuWave Investment Management
New Jersey
$137K +$132K +1,011 +3,744%
AIM
562
Arcadia Investment Management
Michigan
$132K – – –
PAI
563
Pittenger & Anderson Inc
Nebraska
$132K – – –
TSW
564
Thompson Siegel & Walmsley
Virginia
$132K – – –
PWM
565
Perigon Wealth Management
California
$128K +$127K +968 New
BAM
566
Belpointe Asset Management
Nevada
$128K +$127K +970 New
FF
567
FourThought Financial
Florida
$124K +$124K +944 New
RWA
568
Ropes Wealth Advisors
Massachusetts
$122K – – –
GWM
569
Geneos Wealth Management
Colorado
$121K +$223K +1,703 New
EI
570
Ellevest Inc
New York
$120K +$5.5K +42 +5%
Group One Trading
571
Group One Trading
Illinois
$119K +$118K +900 New
FDCDDQ
572
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K +$107K +814 +936%
HFS
573
Hantz Financial Services
Michigan
$118K -$8.64K -66 -7%
NL
574
NKCFO LLC
Illinois
$115K – – –
CMBA
575
C.M. Bidwell & Associates
Hawaii
$114K -$27.1K -207 -19%