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SM Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
401
Jones Financial Companies
Missouri
$2.16K +$2.46K +50 New
LI
402
LRI Investments
Florida
$2.16K +$2.46K +50 New
CFGS
403
Concourse Financial Group Securities
Alabama
$1.81K +$49 +1 +2%
IAIM
404
International Assets Investment Management
Florida
$1.56K +$1.77K +36 New
BTI
405
Blue Trust Inc
Georgia
$1.45K +$1.42K +29 New
FNWA
406
Financial Network Wealth Advisors
Utah
$1.34K +$1.52K +31 New
PFBT
407
Parkside Financial Bank & Trust
Missouri
$1.21K
CFO
408
CVA Family Office
Colorado
$1.21K +$1.38K +28 New
RFG
409
RFP Financial Group
Georgia
$1.08K
SIC
410
SJS Investment Consulting
Ohio
$1.08K
AW
411
Avion Wealth
Texas
$1K
Cohen & Steers
412
Cohen & Steers
New York
$1K +$1.42K +29 New
FCG
413
Financial Connections Group
California
$1K +$2.26K +46 New
IC
414
Innealta Capital
Texas
$907 +$1.03K +21 New
HI
415
Horizon Investments
North Carolina
$818 +$933 +19 New
PWMG
416
Prestige Wealth Management Group
New Jersey
$735
AWM
417
Abound Wealth Management
Tennessee
$735 +$147 +3 +21%
GI
418
Gradient Investments
Minnesota
$735 +$491 +10 +143%
S
419
Sachetta
Massachusetts
$675 +$737 +15 New
PWA
420
Provenance Wealth Advisors
Florida
$605
JFGIW
421
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$519 +$589 +12 New
MCM
422
MV Capital Management
Maryland
$87
Wellington Management Group
423
Wellington Management Group
Massachusetts
-$24.4M -489,902 Closed
Marshall Wace
424
Marshall Wace
United Kingdom
-$9.37M -187,988 Closed
EW
425
Evoke Wealth
California
-$8.12M -162,936 Closed