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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
551
Sagespring Wealth Partners
Tennessee
$319K +$59.9K +405 +25%
KWM
552
Kingsview Wealth Management
Oregon
$316K -$69.9K -473 -19%
RWI
553
Red Wave Investments
Pennsylvania
$316K
RWM
554
Revisor Wealth Management
Ohio
$314K
CWMP
555
Clarion Wealth Managment Partners
Virginia
$310K +$291K +1,966 New
TCA
556
Transcend Capital Advisors
New Jersey
$308K +$288K +1,951 New
BP
557
Ballentine Partners
Massachusetts
$303K +$7.24K +49 +3%
MPM
558
MBB Public Markets
Illinois
$303K -$62.5K -423 -18%
AIM
559
Alhambra Investment Management
Florida
$300K
OCBCO
560
Oversea-Chinese Banking Corp (OCBC)
Singapore
$300K
Kovitz Investment Group Partners
561
Kovitz Investment Group Partners
Illinois
$300K +$281K +1,900 New
ACM
562
AlphaStar Capital Management
North Carolina
$299K +$280K +1,894 New
GCP
563
GSA Capital Partners
United Kingdom
$298K -$18.5K -125 -6%
AFG
564
Atomi Financial Group
New York
$296K +$278K +1,879 New
DT
565
Diversified Trust
Tennessee
$296K -$406K -2,745 -59%
S
566
SignatureFD
Georgia
$292K +$6.21K +42 +2%
GL
567
Graypoint LLC
New York
$290K +$22.2K +150 +9%
TRCT
568
Tower Research Capital (TRC)
New York
$289K -$544K -3,681 -67%
MSWA
569
Marshall & Sterling Wealth Advisors
New York
$288K +$245K +1,656 +957%
WG
570
Winton Group
United Kingdom
$288K +$270K +1,826 New
ML
571
McAdam LLC
Pennsylvania
$286K +$268K +1,813 New
FW
572
FullCircle Wealth
Texas
$285K +$1.63K +11 +0.6%
VCM
573
Versant Capital Management
Arizona
$282K +$84.1K +569 +47%
CGH
574
Crossmark Global Holdings
Texas
$281K
CC
575
Corton Capital
Ontario, Canada
$277K +$260K +1,756 New