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Name Holding Trade Value Shares
Change
Change in
Stake
CASB
701
Cape Ann Savings Bank
Massachusetts
$1.05M -$3.56K -12 -0.4%
CF
702
Copperwynd Financial
Arizona
$1.04M +$91.5K +309 +11%
TA
703
Tectonic Advisors
Texas
$1.04M -$16.9K -57 -2%
RFG Advisory
704
RFG Advisory
Alabama
$1.03M -$40.6K -137 -4%
FFG
705
Fortem Financial Group
California
$1.03M +$671K +2,266 +249%
TPWM
706
Twelve Points Wealth Management
Massachusetts
$1.03M +$56.3K +190 +6%
GPA
707
Garrison Point Advisors
California
$1.02M -$10.4K -35 -1%
Global Retirement Partners
708
Global Retirement Partners
California
$1M +$61.9K +209 +7%
BBA
709
Baader Bank Aktiengesellschaft
Germany
$1M -$592 -2 -0.1%
South Dakota Investment Council
710
South Dakota Investment Council
South Dakota
$1M – – –
CS
711
Crescent Sterling
Louisiana
$999K -$13.9K -47 -2%
BP
712
BBR Partners
New York
$998K – – –
HB Wealth Management
713
HB Wealth Management
Georgia
$994K +$70.8K +239 +8%
RMC
714
Resources Management Corp
Connecticut
$990K -$68.4K -231 -7%
VEA
715
Virtus ETF Advisers
New York
$987K +$903K +3,049 New
IFP Advisors
716
IFP Advisors
Florida
$980K +$193K +652 +27%
IAIM
717
International Assets Investment Management
Florida
$975K +$29.7M +100,178 +3,994%
Prospera Financial Services
718
Prospera Financial Services
Texas
$973K -$4.44K -15 -0.5%
Sequoia Financial Advisors
719
Sequoia Financial Advisors
Ohio
$970K +$7.7K +26 +0.9%
MBT
720
Montecito Bank & Trust
California
$970K +$4.44K +15 +0.5%
Concurrent Investment Advisors
721
Concurrent Investment Advisors
Florida
$968K +$3.56K +12 +0.4%
NP
722
Nilsine Partners
Colorado
$966K +$244K +824 +38%
IPW
723
Inlet Private Wealth
Florida
$963K -$8.89K -30 -1%
GM
724
GeoWealth Management
Illinois
$958K -$82.1K -277 -9%
HBK Sorce Advisory
725
HBK Sorce Advisory
Pennsylvania
$956K +$6.22K +21 +0.7%