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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1001
Confluence Wealth Services
Pennsylvania
$397K -$3.91K -15 -1%
PFS
1002
Prospera Financial Services
Texas
$397K +$66.4K +255 +22%
BAM
1003
Belpointe Asset Management
Nevada
$396K -$456K -1,750 -55%
IAIM
1004
International Assets Investment Management
Florida
$391K -$20.1K -77 -5%
BCM
1005
Brookstone Capital Management
Illinois
$386K -$1.52M -5,831 -81%
PTC
1006
Petrus Trust Company
Texas
$384K +$51.6K +198 +17%
TSWM
1007
Triangle Securities Wealth Management
North Carolina
$383K +$7.81K +30 +2%
ICG
1008
InterOcean Capital Group
Tennessee
$383K +$19.8K +76 +6%
MPCG
1009
Matrix Private Capital Group
New York
$382K – – –
FMLI
1010
Fukoku Mutual Life Insurance
Japan
$382K – – –
ZB
1011
Zions Bancorporation
Utah
$379K -$521 -2 -0.1%
AWM
1012
Angeles Wealth Management
California
$376K +$40.4K +155 +13%
FFA
1013
First Foundation Advisors
California
$372K +$53.1K +204 +18%
AAS
1014
Ameritas Advisory Services
Nebraska
$371K -$71.1K -273 -17%
SC
1015
Sierra Capital
Florida
$369K – – –
HWA
1016
Heritage Wealth Advisors
Virginia
$368K – – –
CW
1017
CreativeOne Wealth
Kansas
$368K -$1.04K -4 -0.3%
CT
1018
Chicago Trust
Illinois
$368K -$50K -192 -13%
AG
1019
Ascent Group
Virginia
$363K +$1.56K +6 +0.5%
PI
1020
Pettee Investors
Connecticut
$360K – – –
MCM
1021
Monument Capital Management
Virginia
$359K +$334K +1,281 New
PWW
1022
Pettyjohn Wood & White
Virginia
$359K – – –
BSA
1023
Bull Street Advisors
Georgia
$359K – – –
ST
1024
Spinnaker Trust
Maine
$358K – – –
CPC
1025
Congress Park Capital
New York
$358K +$332K +1,275 New