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Name Holding Trade Value Shares
Change
Change in
Stake
UB
576
UMB Bank
Missouri
$234K +$10.5K +297 +5%
CAG
577
Csenge Advisory Group
Florida
$234K +$21.6K +609 +10%
GA
578
Greytown Advisors
Florida
$232K -$122K -3,443 -35%
FLI
579
Family Legacy Inc
South Carolina
$232K
HI
580
Human Investing
Oregon
$232K -$20.4K -575 -8%
CIA
581
Cape Investment Advisory
Georgia
$231K +$187K +5,280 +481%
CSB
582
City State Bank
Iowa
$228K -$17.5K -492 -7%
SWA
583
Sutton Wealth Advisors
Florida
$227K -$1.63K -46 -0.7%
KA
584
Kooman & Associates
Pennsylvania
$226K
PAG
585
Powers Advisory Group
Illinois
$226K
SMA
586
Seven Mile Advisory
New Jersey
$224K +$219K +6,177 New
HH
587
Hilltop Holdings
Texas
$223K +$1.53K +43 +0.7%
ST
588
Smithfield Trust
Pennsylvania
$221K +$16K +451 +8%
RA
589
RFG Advisory
Alabama
$220K -$639 -18 -0.3%
BAM
590
Belpointe Asset Management
Nevada
$219K -$71.4K -2,011 -25%
CIA
591
Cladis Investment Advisory
Montana
$218K
SW
592
Solidarity Wealth
Utah
$218K -$3.9K -110 -2%
SFS
593
Stiles Financial Services
Minnesota
$218K +$2.02K +57 +1%
Schroder Investment Management Group
594
Schroder Investment Management Group
United Kingdom
$217K -$603 -17 -0.3%
CL
595
Choreo LLC
Illinois
$215K -$20.4K -575 -9%
HNB
596
Huntington National Bank
Ohio
$211K +$30.4K +857 +17%
FAFN
597
First Affirmative Financial Network
Colorado
$210K +$205K +5,785 New
LEFP
598
Leading Edge Financial Planning
Tennessee
$209K -$106 -3 -0.1%
VVP
599
Venture Visionary Partners
Ohio
$209K +$204K +5,753 New
SWS
600
SYSTM Wealth Solutions
Illinois
$209K +$204K +5,753 New