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Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Harbour Investments
Wisconsin
$136K -$50.4K -1,683 -27%
SIC
277
SJS Investment Consulting
Ohio
$131K +$132K +4,420 New
SWA
278
SOA Wealth Advisors
New York
$129K -$36.2K -1,209 -21%
BAM
279
Belpointe Asset Management
Nevada
$129K +$15K +500 +13%
AF
280
Advisornet Financial
Minnesota
$121K +$2.73K +91 +2%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$121K +$123K +4,106 New
ATC
282
Adirondack Trust Company
New York
$109K
Simplex Trading
283
Simplex Trading
Illinois
$102K -$453K -15,128 -81%
CFB
284
Cullen/Frost Bankers
Texas
$102K
FHA
285
First Horizon Advisors
Tennessee
$84K -$11.6K -388 -12%
FCA
286
FinTrust Capital Advisors
South Carolina
$82K +$599 +20 +0.7%
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
$81K
ST
288
Smithfield Trust
Pennsylvania
$80K
SIS
289
Sound Income Strategies
Florida
$71K
BFEC
290
Benjamin F. Edwards & Company
Missouri
$69K +$69.4K +2,316 New
GWM
291
Geneos Wealth Management
Colorado
$68K
WT
292
Whittier Trust
California
$65K
QCG
293
Quadrant Capital Group
Ohio
$61K +$8.99K +300 +17%
BHWM
294
Beaird Harris Wealth Management
Texas
$60K +$60.5K +2,020 New
CA
295
Clearstead Advisors
Ohio
$59K
BA
296
Bellwether Advisors
Nebraska
$57K -$1.01M -33,747 -95%
IAG
297
Investmark Advisory Group
Connecticut
$52K +$52.7K +1,760 New
HPC
298
HM Payson & Co
Maine
$46K
RIM
299
Rockbridge Investment Management
New York
$44K +$1.8K +60 +4%
CAL
300
Capital Advisors Ltd
Ohio
$41K +$1.71K +57 +4%