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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1051
Sage Mountain Advisors
Georgia
$958K +$82.7K +191 +10%
SA
1052
SRN Advisors
Pennsylvania
$956K +$43.3K +100 +5%
LIG
1053
Lokken Investment Group
Delaware
$952K +$86.2K +199 +11%
AWM
1054
Aries Wealth Management
Maine
$950K +$32.5K +75 +4%
TCA
1055
Transcend Capital Advisors
New Jersey
$950K -$4.33K -10 -0.5%
KIA
1056
Knollwood Investment Advisory
Maryland
$947K – – –
BIP
1057
Blueprint Investment Partners
North Carolina
$947K +$148K +341 +20%
Hancock Whitney
1058
Hancock Whitney
Mississippi
$941K -$118K -272 -12%
ECM
1059
Exchange Capital Management
Michigan
$935K – – –
WAG
1060
Windsor Advisory Group
Ohio
$935K +$5.63K +13 +0.7%
SCI
1061
Stableford Capital II
Arizona
$932K -$57.2K -132 -6%
TIA
1062
Trust Investment Advisors
Indiana
$930K -$2.17K -5 -0.2%
RCA
1063
Resonant Capital Advisors
Wisconsin
$930K +$118K +272 +16%
Centiva Capital
1064
Centiva Capital
New York
$929K -$465K -1,075 -35%
USGIU
1065
U.S. Global Investors (USGI)
Texas
$929K – – –
MFA
1066
Mayflower Financial Advisors
Massachusetts
$922K +$102K +235 +13%
CCM
1067
Cohen Capital Management
California
$916K +$52.8K +122 +7%
CA
1068
Continuum Advisory
Idaho
$914K -$89.2K -206 -9%
MADR
1069
Milestones Administradora de Recursos
Brazil
$905K -$844K -1,950 -50%
Wilbanks Smith & Thomas Asset Management
1070
Wilbanks Smith & Thomas Asset Management
Virginia
$903K +$5.63K +13 +0.7%
Diversify Advisory Services
1071
Diversify Advisory Services
Utah
$901K +$842K +1,944 New
Empirical Wealth Management
1072
Empirical Wealth Management
Washington
$891K -$93.1K -215 -10%
Concurrent Investment Advisors
1073
Concurrent Investment Advisors
Florida
$885K -$329K -759 -28%
ACP
1074
Arcus Capital Partners
Georgia
$883K +$136K +314 +20%
WAP
1075
Wealthcare Advisory Partners
Pennsylvania
$882K +$234K +541 +40%