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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
401
Coastal Bridge Advisors
Connecticut
$208K +$240K +5,802 New
TPWA
402
TRUE Private Wealth Advisors
Oregon
$208K +$241K +5,830 New
AFC
403
AFT Forsyth & Company
Florida
$207K +$239K +5,775 New
IA
404
IFG Advisory
Georgia
$206K -$1.25M -30,218 -84%
WP
405
WMS Partners
Maryland
$206K +$237K +5,740 New
SXL
406
Summit X LLC
Missouri
$203K -$328K -7,918 -59%
PCA
407
Personal Capital Advisors
California
$201K +$232K +5,610 New
CTC
408
Central Trust Company
Missouri
$171K +$177K +4,275 +840%
AAM
409
Advisors Asset Management
Colorado
$169K +$620 +15 +0.3%
CLOS
410
Compagnie Lombard Odier SCmA
Switzerland
$159K
CSPAM
411
Cary Street Partners Asset Management
Virginia
$155K +$179K +4,332 New
Macquarie Group
412
Macquarie Group
Australia
$153K +$40K +968 +29%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$143K +$21.9K +529 +15%
BBHC
414
Brown Brothers Harriman & Co
New York
$138K +$414 +10 +0.3%
KIG
415
Kessler Investment Group
Indiana
$131K -$1.28K -31 -0.8%
EW
416
Evoke Wealth
California
$126K
S
417
SignatureFD
Georgia
$125K +$34K +823 +31%
LWCFA
418
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K
SPWG
419
Sage Private Wealth Group
Illinois
$120K +$4.34K +105 +3%
S
420
Seeyond
France
$115K +$134K +3,228 New
TWC
421
TD Waterhouse Canada
Ontario, Canada
$110K -$6.41K -155 -6%
BAM
422
Belpointe Asset Management
Nevada
$107K -$25.2K -609 -17%
AF
423
Advisornet Financial
Minnesota
$91K -$20.4K -493 -16%
NFSG
424
Newbridge Financial Services Group
Florida
$91K -$16.5K -400 -14%
O
425
Ossiam
France
$75K +$86.2K +2,084 New