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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
851
Smartleaf Asset Management
Massachusetts
$487K -$109K -1,579 -19%
RFN
852
RDA Financial Network
Iowa
$484K -$80.5K -1,165 -15%
IAIM
853
International Assets Investment Management
Florida
$483K -$8.56K -124 -2%
SIS
854
Sound Income Strategies
Florida
$482K +$426K +6,172 +1,122%
AI
855
AdvisorShares Investments
Maryland
$480K +$462K +6,690 New
DE
856
Diversified Enterprises
Delaware
$479K +$113K +1,641 +33%
MPWT
857
MassMutual Private Wealth & Trust
Connecticut
$478K +$20.6K +299 +5%
CWM
858
Compass Wealth Management
Connecticut
$477K
DT
859
Diversified Trust
Tennessee
$474K +$12.6K +182 +3%
MWPCG
860
Measured Wealth Private Client Group
New Hampshire
$473K -$41.2K -597 -8%
BA
861
Bridgewater Advisors
New York
$472K +$36.4K +527 +8%
HIP
862
HUB Investment Partners
Texas
$471K +$13.3K +192 +3%
FWP
863
FAS Wealth Partners
Kansas
$470K -$12.4K -180 -3%
BFC
864
Bedel Financial Consulting
Indiana
$465K
WI
865
Westbourne Investments
Virginia
$465K -$67K -970 -13%
CAS
866
CTC Alternative Strategies
Illinois
$463K +$446K +6,460 New
GWMR
867
GC Wealth Management RIA
Massachusetts
$461K +$443K +6,421 New
GWM
868
Geneos Wealth Management
Colorado
$458K -$518K -7,498 -54%
FTC
869
Farmers Trust Company
Ohio
$456K
PFPT
870
Pinnacle Financial Partners (Tennessee)
Tennessee
$456K +$20.7K +300 +5%
SMC
871
Smith, Moore & Co
Missouri
$455K
MSFS
872
Main Street Financial Solutions
Pennsylvania
$453K +$437K +6,321 New
SI
873
Severin Investments
Missouri
$449K +$22K +318 +5%
CAM
874
Cresset Asset Management
Illinois
$448K -$333K -4,817 -44%
TPM
875
Triasima Portfolio Management
Quebec, Canada
$448K +$431K +6,242 New