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Name Holding Trade Value Shares
Change
Change in
Stake
SB
801
Strategic Blueprint
Georgia
$667K +$643K +13,609 New
BFO
802
Boston Family Office
Massachusetts
$667K
PWG
803
Portside Wealth Group
Utah
$666K -$66.9K -1,415 -9%
BB
804
Berkshire Bank
Massachusetts
$666K -$64.8K -1,372 -9%
ST
805
Smithfield Trust
Pennsylvania
$666K -$10.4K -220 -2%
UW
806
Unique Wealth
Florida
$657K +$41.9K +887 +7%
EA
807
Emerald Advisors
Washington
$655K +$26.2K +554 +4%
ECM
808
Everence Capital Management
Indiana
$655K
MC
809
Miramar Capital
Illinois
$652K
EIG
810
Ellenbecker Investment Group
Wisconsin
$652K +$628K +13,296 New
4A
811
4Wealth Advisors
Illinois
$650K +$47 +1 +0%
WTC
812
WhitTier Trust Company
Nevada
$645K +$158K +3,352 +33%
Wolverine Trading
813
Wolverine Trading
Illinois
$642K +$357K +7,550 +135%
CT
814
Caldwell Trust
Florida
$641K +$94 +2 +0%
BRWA
815
B. Riley Wealth Advisors
Florida
$641K +$197K +4,169 +47%
BWP
816
BlueStem Wealth Partners
Minnesota
$634K +$611K +12,938 New
HR
817
Hardy Reed
Mississippi
$630K -$3.02K -64 -0.5%
DIA
818
Dana Investment Advisors
Wisconsin
$628K
CTI
819
Community Trust & Investment
Kentucky
$624K -$44.3K -938 -7%
GWAM
820
Guardian Wealth Advisors (Minnesota)
Minnesota
$624K +$37.8K +799 +7%
CCA
821
Checchi Capital Advisers
California
$620K -$43.2K -915 -7%
WTB
822
Washington Trust Bank
Washington
$616K +$30.1K +637 +5%
AWP
823
Abacus Wealth Partners
California
$615K -$13.7K -290 -2%
2L
824
25 LLC
Missouri
$609K +$1.09K +23 +0.2%
FFS
825
Founders Financial Securities
Maryland
$608K +$46.1K +975 +9%