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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
676
Sage Mountain Advisors
Georgia
$229K +$3.82K +71 +2%
CA
677
Clearstead Advisors
Ohio
$228K -$3.06K -57 -1%
SWM
678
SeaCrest Wealth Management
New York
$227K +$215 +4 +0.1%
QCIG
679
Quad-Cities Investment Group
Iowa
$225K -$47.9K -892 -19%
KLWA
680
Kelly Lawrence W & Associates
California
$223K – – –
TH
681
TCTC Holdings
Texas
$223K – – –
PFPT
682
Pinnacle Financial Partners (Tennessee)
Tennessee
$222K -$1.61K -30 -0.8%
KWM
683
Kingsview Wealth Management
Oregon
$222K +$7.36K +137 +4%
FRM
684
Fox Run Management
Connecticut
$220K +$204K +3,788 New
WANY
685
Wealthspire Advisors (New York)
New York
$220K +$204K +3,789 New
MC
686
Mathes Company
New York
$219K – – –
BAAM
687
Baker Avenue Asset Management
California
$219K +$204K +3,791 New
PCS
688
Personal CFO Solutions
New Jersey
$218K +$202K +3,751 New
MFW
689
Meristem Family Wealth
Minnesota
$216K +$2.1K +39 +1%
NJBEST
690
New Jersey Better Educational Savings Trust
New Jersey
$215K – – –
HI
691
Harbour Investments
Wisconsin
$215K +$23.8K +442 +14%
SCA
692
Snowden Capital Advisors
New York
$215K -$4.51K -84 -2%
PA
693
Parallel Advisors
California
$213K +$24.3K +453 +14%
HPWM
694
Highland Private Wealth Management
Washington
$211K -$33.5K -624 -15%
KPWS
695
Kestra Private Wealth Services
Texas
$211K +$196K +3,641 New
SDAM
696
Shulman DeMeo Asset Management
New York
$211K +$196K +3,641 New
CGL
697
Clarius Group LLC
Washington
$211K +$196K +3,646 New
EBA
698
Eagle Bay Advisors
New York
$206K +$86K +1,601 +82%
RFN
699
RDA Financial Network
Iowa
$204K -$21.2K -394 -10%
BOTW
700
Bank of the West
California
$204K +$189K +3,519 New
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