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Name Holding Trade Value Shares
Change
Change in
Stake
EC
1176
EntryPoint Capital
New York
$183K +$155K +541 +451%
CIA
1177
Cape Investment Advisory
Georgia
$180K – – –
USB
1178
Union Savings Bank
Connecticut
$179K – – –
SWM
1179
Spire Wealth Management
Virginia
$171K -$97.2K -340 -35%
QC
1180
Quent Capital
New York
$168K +$857 +3 +0.5%
CI Investments Inc
1181
CI Investments Inc
Ontario, Canada
$167K -$5.72K -20 -3%
RWMG
1182
Redwood Wealth Management Group
New Jersey
$164K +$169K +593 New
SOW
1183
State of Wyoming
Wyoming
$159K +$97.5K +341 +146%
CA
1184
Crewe Advisors
Utah
$158K – – –
BCWM
1185
Bartlett & Co Wealth Management
Ohio
$155K -$572 -2 -0.4%
SP
1186
SWS Partners
Ohio
$147K +$152K +531 New
AF
1187
Advisornet Financial
Minnesota
$146K – – –
BCA
1188
Bray Capital Advisors
Florida
$138K – – –
FDCP
1189
Foster Dykema Cabot & Partners
Massachusetts
$138K – – –
CSC
1190
Caldwell Sutter Capital
California
$132K -$11.4K -40 -8%
AGWCA
1191
Annis Gardner Whiting Capital Advisors
Florida
$131K +$572 +2 +0.4%
CWM
1192
Compass Wealth Management
Connecticut
$130K – – –
UCB
1193
United Community Bank
South Carolina
$128K -$12.9K -45 -9%
CT
1194
Colonial Trust
South Carolina
$124K -$17.7K -62 -12%
BWP
1195
Baldwin Wealth Partners
Massachusetts
$124K +$2.57K +9 +2%
CH
1196
Cromwell Holdings
Wyoming
$122K +$126K +441 New
M
1197
MOTCO
Texas
$120K -$7.06M -24,695 -98%
PFPT
1198
Pinnacle Financial Partners (Tennessee)
Tennessee
$118K – – –
ZB
1199
Zions Bancorporation
Utah
$114K -$6K -21 -5%
TFA
1200
Toth Financial Advisory
Virginia
$113K – – –