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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Spire Wealth Management
Virginia
$123K +$119K +2,127 New
SFO
602
Standard Family Office
South Dakota
$121K +$1.06K +19 +1%
AA
603
AlphaCentric Advisors
Puerto Rico
$118K -$3.41K -61 -3%
SIM
604
Sentry Investment Management
Wisconsin
$117K +$109K +1,951 New
BAM
605
Belpointe Asset Management
Nevada
$114K -$6.03K -108 -5%
MAM
606
Meeder Asset Management
Ohio
$114K +$27.1K +485 +34%
S
607
SignatureFD
Georgia
$108K +$614 +11 +0.6%
CFD
608
Creative Financial Designs
Indiana
$96K – – –
CBT
609
CoreFirst Bank & Trust
Kansas
$93K – – –
TAIM
610
TD Ameritrade Investment Management
Nebraska
$92K – – –
QCG
611
Quadrant Capital Group
Ohio
$92K +$838 +15 +1%
MIFH
612
Migdal Insurance & Financial Holdings
Israel
$92K +$21.7K +389 +34%
GWM
613
Geneos Wealth Management
Colorado
$89K +$1.17K +21 +2%
CB
614
CNB Bank
Pennsylvania
$88K -$9.38K -168 -10%
WT
615
Washington Trust
Rhode Island
$88K – – –
ED
616
Exane Derivatives
France
$83.7K +$72.4K +1,297 +1,284%
FMT
617
First Mercantile Trust
Tennessee
$81K +$75.4K +1,350 New
NSIM
618
North Star Investment Management
Illinois
$79K +$2.57K +46 +4%
TPCW
619
TD Private Client Wealth
New York
$77.5K -$614 -11 -0.8%
CFGS
620
Concourse Financial Group Securities
Alabama
$75K +$25.3K +453 +57%
BWA
621
BDO Wealth Advisors
Florida
$74K +$69.2K +1,240 New
PA
622
Parallel Advisors
California
$60K -$8.26K -148 -13%
OSNBOA
623
Old Second National Bank of Aurora
Illinois
$60K – – –
EIP
624
Ellis Investment Partners
Pennsylvania
$60K +$112 +2 +0.2%
CIA
625
CSat Investment Advisory
Michigan
$59K +$12.9K +231 +31%