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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1251
Silvant Capital Management
Georgia
$69K – – –
IHWM
1252
Iron Horse Wealth Management
Iowa
$67K +$81.4K +1,679 New
TFGT
1253
TS Financial Group (TSFG)
Illinois
$64K +$77.8K +1,605 New
AW
1254
ACG Wealth
Georgia
$64K +$78K +1,610 New
CI
1255
CX Institutional
Indiana
$63K -$152K -3,143 -66%
ZB
1256
Zions Bancorporation
Utah
$62K -$53.3K -1,100 -41%
MSE
1257
MUFG Securities EMEA
United Kingdom
$60K – – –
GIA
1258
GHP Investment Advisors
Colorado
$59K -$10.2K -211 -12%
SWA
1259
SOA Wealth Advisors
New York
$59K -$145 -3 -0.2%
SC
1260
Sierra Capital
Florida
$59K – – –
PA
1261
PSI Advisors
Florida
$59K +$72.5K +1,496 New
GFPC
1262
Global Financial Private Client
Florida
$58.7K -$81.7K -1,687 -53%
WPA
1263
West Paces Advisors
Georgia
$58K – – –
IFAM
1264
Institutional & Family Asset Management
Colorado
$58K -$9.74K -201 -12%
OIA
1265
Optimum Investment Advisors
Illinois
$58K – – –
PMFA
1266
Plante Moran Financial Advisors
Michigan
$58K – – –
VRM
1267
Vectors Research Management
New York
$57K -$582K -12,006 -89%
KC
1268
Kenfarb & Co
Kentucky
$57K – – –
JMF
1269
Johnson Midwest Financial
Iowa
$57K +$69.2K +1,429 New
BCMLT
1270
Beacon Capital Management LLC (Tennessee)
Tennessee
$55K – – –
EWA
1271
EverSource Wealth Advisors
Alabama
$55K +$14.9K +307 +29%
BWP
1272
Baldwin Wealth Partners
Massachusetts
$55K +$67.5K +1,393 New
MCC
1273
Money Concepts Capital
Florida
$54K -$343K -7,072 -84%
MHR
1274
Matthew Hamilton Rosenberg
$54K +$65.7K +1,356 New
RTC
1275
Riverview Trust Company
Washington
$53K -$4.75K -98 -7%