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Circle Internet Group

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
501
Wealth Preservation Advisors
Tennessee
$3.15K +$2.8K +33 New
CT
502
Clearstead Trust
Maine
$2.86K +$1.44K +17 +131%
PCM
503
Peregrine Capital Management
Minnesota
$2.86K +$2.54K +30 New
BWL
504
Bogart Wealth LLC
Virginia
$2.77K +$1.44K +17 +142%
ZBNA
505
Zions Bancorporation, National Association
Utah
$2.58K +$1.27K +15 +125%
MA
506
MCF Advisors
Kentucky
$2.48K +$2.2K +26 New
Bessemer Group
507
Bessemer Group
New Jersey
$2K -$32.5K -383 -95%
AW
508
Avion Wealth
Texas
$2K +$2.12K +25 New
FGA
509
Fortis Group Advisors
New Jersey
$1.91K +$1.7K +20 New
AFC
510
Ares Financial Consulting
California
$1.81K – – –
TFA
511
Transamerica Financial Advisors
Florida
$1.81K +$1.61K +19 New
CH
512
Cromwell Holdings
Wyoming
$1.72K +$1.53K +18 New
CFB
513
Cullen/Frost Bankers
Texas
$1.72K +$1.53K +18 New
SC
514
SouthState Corp
Florida
$1.53K +$1.36K +16 New
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$1.43K +$1.27K +15 New
BWA
516
Basecamp Wealth Advisors
Washington
$1.34K +$339 +4 +40%
RWS
517
Retirement Wealth Solutions
Wisconsin
$1.34K +$1.19K +14 New
MAM
518
Marquette Asset Management
Minnesota
$1.24K – – –
KFAS
519
Keating Financial Advisory Services
Kansas
$1.15K -$170 -2 -14%
NL
520
NVWM LLC
Pennsylvania
$1.15K – – –
PWA
521
Physician Wealth Advisors
Utah
$955 +$848 +10 New
BCH
522
Berkshire Capital Holdings
California
$954 – – –
TCM
523
Triumph Capital Management
Colorado
$954 – – –
AssetMark Inc
524
AssetMark Inc
California
$954 +$848 +10 New
IAS
525
IMA Advisory Services
Colorado
$858 +$763 +9 New