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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$416K +$20.6K +1,300 +7%
MW
352
MBL Wealth
North Carolina
$411K +$794 +50 +0.2%
BAM
353
Belpointe Asset Management
Nevada
$408K -$19.8K -1,250 -6%
PMAM
354
Picton Mahoney Asset Management
Ontario, Canada
$401K +$323K +20,338 New
RIL
355
Rothschild Investment LLC
Illinois
$401K +$1.38K +87 +0.4%
EWA
356
EP Wealth Advisors
California
$398K +$320K +20,178 New
SPIA
357
Steward Partners Investment Advisory
New York
$397K -$19.2K -1,208 -6%
JWWM
358
Johnson & White Wealth Management
Pennsylvania
$394K +$63.5K +4,000 +25%
RA
359
REX Advisers
Connecticut
$392K +$316K +19,900 New
EF
360
Empowered Funds
Pennsylvania
$390K -$187K -11,758 -37%
S
361
SignatureFD
Georgia
$378K +$69.7K +4,392 +30%
PL
362
Perpetual Ltd
Australia
$377K +$303K +19,103 New
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$375K -$381 -24 -0.1%
IP
364
Indivisible Partners
Florida
$373K +$300K +18,929 New
BRWA
365
B. Riley Wealth Advisors
Florida
$372K -$108K -6,794 -26%
SO
366
STRS Ohio
Ohio
$371K +$4.83K +304 +2%
GFWA
367
Grey Fox Wealth Advisors
Delaware
$370K +$18.3K +1,151 +7%
PFS
368
Prospera Financial Services
Texas
$368K +$45.1K +2,843 +18%
ACM
369
AlphaStar Capital Management
North Carolina
$367K -$1.43K -90 -0.5%
SWM
370
Steinberganna Wealth Management
New York
$363K -$66.3K -4,177 -18%
FWP
371
Falcon Wealth Planning
California
$363K +$292K +18,414 New
I
372
InceptionR
California
$363K +$292K +18,396 New
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$362K -$74.2K -4,677 -20%
JWM
374
Jeppson Wealth Management
California
$351K -$11.7K -735 -4%
CG
375
Caprock Group
Idaho
$344K +$277K +17,455 New