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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
551
Belpointe Asset Management
Nevada
$226K -$51.6K -128 -18%
MAM
552
Martingale Asset Management
Massachusetts
$226K
IF
553
Intrua Financial
Texas
$224K +$16.9K +42 +8%
GI
554
GAMCO Investors
Connecticut
$222K +$20.2K +50 +10%
SWS
555
SYSTM Wealth Solutions
Illinois
$222K -$1.61K -4 -0.7%
DEA
556
DoubleLine ETF Adviser
Florida
$221K +$222K +551 New
HI
557
Horizon Investments
North Carolina
$217K +$21.4K +53 +11%
CIBC Private Wealth Group
558
CIBC Private Wealth Group
Georgia
$217K +$2.42K +6 +1%
HIA
559
Harbor Investment Advisory
Maryland
$216K +$3.63K +9 +2%
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$216K -$2.02K -5 -0.9%
SPWG
561
Sage Private Wealth Group
Illinois
$213K
RWA
562
River Wealth Advisors
Pennsylvania
$211K -$5.65K -14 -3%
LFA
563
Legacy Financial Advisors
Kentucky
$206K +$9.68K +24 +5%
UCFA
564
United Capital Financial Advisors
Texas
$206K -$73.4K -182 -26%
TFP
565
Tilia Fiduciary Partners
North Carolina
$205K
RMDI
566
R.M. Davis Inc
Maine
$204K
BWM
567
Baron Wealth Management
Michigan
$204K
SSW
568
Smith Shellnut Wilson
Mississippi
$204K -$13.7K -34 -6%
XT
569
XTX Topco
Cayman Islands
$202K +$203K +504 New
DI
570
DFPG Investments
Utah
$202K +$191K +474 New
SFO
571
Stokes Family Office
Louisiana
$202K -$45.6K -113 -18%
WEG
572
World Equity Group
Illinois
$200K -$3.47M -8,608 -95%
AIA
573
Arbor Investment Advisors
North Carolina
$200K
BEC
574
Blue Edge Capital
Virginia
$200K
MC
575
Middleton & Co
Massachusetts
$200K