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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
926
Confluence Wealth Services
Pennsylvania
$209K +$157K +1,292 New
BPAMU
927
BTG Pactual Asset Management US
New York
$209K +$156K +1,289 New
BBFA
928
Brindle & Bay Financial Advisors
Texas
$207K +$155K +1,280 New
RFP
929
Root Financial Partners
California
$206K +$11.9K +98 +8%
PW
930
PUREfi Wealth
Massachusetts
$205K +$154K +1,267 New
IWM
931
IHT Wealth Management
Illinois
$205K +$153K +1,263 New
TW
932
Tempo Wealth
Ohio
$203K +$152K +1,255 New
VanEck Associates
933
VanEck Associates
New York
$203K +$152K +1,251 New
CFB
934
Cullen/Frost Bankers
Texas
$201K -$66.6K -549 -31%
BMCM
935
Bryn Mawr Capital Management
Pennsylvania
$201K +$151K +1,242 New
EF
936
Entrust Financial
Pennsylvania
$194K – – –
CF
937
Centaurus Financial
California
$194K +$146K +1,200 New
TCOT
938
Trust Company of Toledo
Ohio
$185K – – –
BGAI
939
Bruce G. Allen Investments
Colorado
$184K -$71.8K -592 -34%
RC
940
Rexford Capital
Texas
$184K – – –
VCM
941
Versant Capital Management
Arizona
$182K +$77.1K +636 +131%
AAG
942
Armstrong Advisory Group
Massachusetts
$180K +$121K +1,000 +917%
TWIM
943
TIAA Wealth Investment Management
New York
$162K +$123K +1,015 New
PB
944
Pinnacle Bancorp
Nebraska
$161K +$16K +132 +15%
OL
945
OneFund LLC
Florida
$160K +$120K +990 New
WB
946
Webster Bank
Connecticut
$157K – – –
MSWA
947
Marshall & Sterling Wealth Advisors
New York
$146K – – –
CSPIA
948
Cary Street Partners Investment Advisory
Virginia
$143K +$107K +883 New
M
949
MOTCO
Texas
$139K +$970 +8 +0.9%
BDPWM
950
Barnes Dennig Private Wealth Management
Ohio
$139K +$104K +856 New