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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
351
Marotta Asset Management
Virginia
$118K -$4.33K -455 -4%
SMA
352
Sage Mountain Advisors
Georgia
$115K
CA
353
Calton & Associates
Florida
$115K
LFG
354
Larson Financial Group
Missouri
$114K +$90.7K +9,538 +542%
MMA
355
Miracle Mile Advisors
California
$114K +$5.71K +601 +6%
SWP
356
Stratos Wealth Partners
Ohio
$113K -$1.31K -138 -1%
HFP
357
Holistic Financial Partners
Indiana
$113K -$23.7K -2,491 -18%
MB
358
MidFirst Bank
Oklahoma
$112K +$105K +11,059 New
SCP
359
Sivia Capital Partners
California
$112K +$1.73K +182 +2%
AAM
360
Aureus Asset Management
Massachusetts
$111K +$105K +11,001 New
LWL
361
Leo Wealth LLC
Texas
$111K +$105K +10,996 New
AF
362
Atala Financial
California
$110K
PE
363
PCM Encore
Colorado
$109K +$102K +10,754 New
PWM
364
Perigon Wealth Management
California
$108K +$101K +10,652 New
MF
365
Magnetar Financial
Illinois
$107K +$101K +10,617 New
OPA
366
Old Port Advisors
Maine
$107K -$13.5K -1,421 -12%
PPC
367
Park Place Capital
Alabama
$107K -$2.92K -307 -3%
BRWA
368
B. Riley Wealth Advisors
Florida
$106K -$56.3K -5,920 -36%
MFIM
369
Mesirow Financial Investment Management
Illinois
$105K -$155K -16,300 -61%
EWM
370
Endowment Wealth Management
Wisconsin
$103K -$9.32K -980 -9%
Principal Financial Group
371
Principal Financial Group
Iowa
$103K +$96.9K +10,197 New
APM
372
a16z Perennial Management
California
$102K
EM
373
Excalibur Management
Massachusetts
$102K -$3.56K -375 -4%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$102K -$74.7K -7,862 -44%
SF
375
Summit Financial
New Jersey
$101K +$95.3K +10,027 New