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Name Holding Trade Value Shares
Change
Change in
Stake
MUMSS
1001
Mitsubishi UFJ Morgan Stanley Securities
Japan
$248K +$248K +3,137 New
WF
1002
Wayfinding Financial
Washington
$247K -$27.3K -345 -10%
SWM
1003
Spire Wealth Management
Virginia
$247K -$78.6K -993 -24%
VCM
1004
Vivaldi Capital Management
Illinois
$246K -$633 -8 -0.3%
TWP
1005
Tyche Wealth Partners
Texas
$246K +$79 +1 +0%
MG
1006
Marex Group
$246K +$246K +3,112 New
BWA
1007
Basecamp Wealth Advisors
Washington
$245K +$245K +3,100 New
CFB
1008
Cullen/Frost Bankers
Texas
$245K +$37K +467 +18%
BFS
1009
Bradley Foster & Sargent
Connecticut
$244K +$1.19K +15 +0.5%
WI
1010
WBI Investments
New Jersey
$244K +$245K +3,092 New
ILI
1011
Invesco LLC (Illinois)
Illinois
$244K -$10.3K -130 -4%
PCM
1012
Penserra Capital Management
California
$243K -$7.2K -91 -3%
PRTG
1013
Post Resch Tallon Group
New York
$241K -$1.27K -16 -0.5%
GSEP
1014
Golden State Equity Partners
California
$241K -$20.1K -254 -8%
TPWA
1015
TRUE Private Wealth Advisors
Oregon
$241K +$1.58K +20 +0.7%
PFBT
1016
Parkside Financial Bank & Trust
Missouri
$240K +$9.73K +123 +4%
CSB
1017
City State Bank
Iowa
$240K -$8.71K -110 -3%
GWAG
1018
Garrett Wealth Advisory Group
Texas
$239K
PWA
1019
Pitcairn Wealth Advisors
Pennsylvania
$238K +$238K +3,010 New
SWM
1020
Stronghold Wealth Management
Florida
$237K +$238K +3,007 New
CAM
1021
CenterStar Asset Management
Illinois
$237K +$237K +2,997 New
CCWM
1022
Cassaday & Co Wealth Management
Virginia
$235K +$15.6K +197 +7%
BWP
1023
BSW Wealth Partners
Colorado
$235K +$33K +417 +16%
JSL
1024
JT Stratford LLC
Georgia
$234K +$13.6K +172 +6%
SIA
1025
Soltis Investment Advisors
Utah
$233K +$234K +2,957 New