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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1226
Sage Mountain Advisors
Georgia
$202K +$224K +2,599 New
BWP
1227
Barlow Wealth Partners
Kentucky
$201K – – –
SPAS
1228
Spectrum Planning & Advisory Services
California
$201K +$224K +2,593 New
SW
1229
SteelPeak Wealth
California
$201K +$30.4K +352 +16%
PC
1230
Purewater Capital
Texas
$200K -$28.4K -329 -11%
SWM
1231
SHP Wealth Management
Massachusetts
$198K -$3.11K -36 -1%
Nisa Investment Advisors
1232
Nisa Investment Advisors
Missouri
$198K +$8.11K +94 +4%
Twin Tree Management
1233
Twin Tree Management
Texas
$194K -$462K -5,357 -68%
FPB
1234
First PREMIER Bank
South Dakota
$194K – – –
LSA
1235
Leonteq Securities AG
Switzerland
$194K -$302K -3,500 -58%
EIP
1236
Essential Investment Partners
Colorado
$193K – – –
DAM
1237
Delta Asset Management
Tennessee
$192K – – –
VIA
1238
Virtus Investment Advisers
Connecticut
$190K +$32.4K +375 +18%
AWM
1239
Aberdeen Wealth Management
Illinois
$188K – – –
ABWM
1240
Alpine Bank Wealth Management
Colorado
$186K – – –
TF
1241
Tompkins Financial
New York
$186K -$22.8K -264 -10%
CFSG
1242
Community Financial Services Group
Vermont
$185K – – –
RRMM
1243
Regatta Research & Money Management
Louisiana
$181K +$201K +2,332 New
AP
1244
Advisors Preferred
Maryland
$180K +$200K +2,313 New
FDCP
1245
Foster Dykema Cabot & Partners
Massachusetts
$180K – – –
PFBT
1246
Parkside Financial Bank & Trust
Missouri
$179K -$375K -4,349 -65%
JFGIW
1247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K -$164K -1,901 -45%
ECM
1248
Elgethun Capital Management
South Dakota
$176K -$7.68K -89 -4%
OCWP
1249
Owl Creek Wealth Partners
Colorado
$173K +$26.2K +304 +16%
IFWM
1250
Institute for Wealth Management
Colorado
$171K -$3.28K -38 -2%