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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
826
Cadence Bank
Mississippi
$266K +$132 +13 +0.1%
GWP
827
Gateway Wealth Partners
Wisconsin
$265K -$4.41K -433 -2%
QFW
828
QTR Family Wealth
Florida
$265K -$151K -14,812 -38%
C
829
Covestor
United Kingdom
$265K +$2.99K +294 +1%
BRWM
830
Blue Rock Wealth Management
North Carolina
$262K – – –
RCA
831
Resonant Capital Advisors
Wisconsin
$262K +$42.2K +4,141 +21%
JWM
832
Jacksonville Wealth Management
Florida
$262K – – –
SWA
833
Strategies Wealth Advisors
Michigan
$262K +$1.53K +150 +0.6%
OC
834
Optima Capital
Oregon
$261K -$13.6K -1,340 -5%
IAN
835
Integrated Advisors Network
Texas
$261K +$9.14K +898 +4%
SB
836
Strategic Blueprint
Georgia
$260K -$34.9K -3,423 -13%
TWM
837
TCFG Wealth Management
California
$259K -$1.42M -139,224 -85%
DMBA
838
Deseret Mutual Benefit Administrators
Utah
$256K – – –
BMC
839
Beaton Management Company
Massachusetts
$256K – – –
SPI
840
Sutton Place Investors
New York
$255K -$8.1K -795 -3%
WSFS
841
Wilmington Savings Fund Society
Delaware
$255K +$84.6K +8,310 +55%
OPWM
842
Oxinas Partners Wealth Management
Indiana
$254K +$387 +38 +0.2%
CAM
843
Carret Asset Management
New York
$253K -$20.3K -1,996 -8%
PWPS
844
Pinnacle Wealth Planning Services
Ohio
$252K -$24.7K -2,421 -9%
FFS
845
Founders Financial Securities
Maryland
$252K -$530K -52,011 -69%
WSC
846
Wellington Shields & Co
New York
$252K +$50.9K +5,000 +27%
WCM
847
Weaver Capital Management
Georgia
$251K -$23.5K -2,310 -9%
RFC
848
Regions Financial Corp
Alabama
$251K -$5.59K -549 -2%
GWM
849
Gibbs Wealth Management
Georgia
$251K -$10.2K -1,004 -4%
LA
850
LexAurum Advisors
Kansas
$250K +$1.07K +105 +0.5%
32 33
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35 36