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SM Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
476
Independence Bank of Kentucky
Kentucky
$548 -$377K -12,542 -100%
SWM
477
Spire Wealth Management
Virginia
$548 +$631 +21 New
TC
478
Trust Company
Kansas
$444 – – –
CFD
479
Creative Financial Designs
Indiana
$392 -$270 -9 -38%
SGFG
480
Silver Grove Financial Group
New York
$392 +$451 +15 New
HIA
481
HFM Investment Advisors
New Jersey
$366 +$360 +12 +600%
CF
482
Collier Financial
Colorado
$339 – – –
DCM
483
Davis Capital Management
Florida
$313 +$360 +12 New
CCWM
484
Cassaday & Co Wealth Management
Virginia
$288 – – –
AWM
485
Abound Wealth Management
Tennessee
$288 +$120 +4 +57%
LSA
486
Leonteq Securities AG
Switzerland
$235 – – –
DF
487
Dunhill Financial
United Kingdom
$164 – – –
SEP
488
Signature Equity Partners
Ohio
$157 – – –
HFS
489
Hughes Financial Services
Virginia
$157 +$120 +4 +200%
QWM
490
Quaker Wealth Management
New Jersey
$131 – – –
RWM
491
Raffa Wealth Management
District of Columbia
$104 +$90 +3 +300%
DF
492
DecisionPoint Financial
Arizona
$103 +$120 +4 New
MCA
493
Maryland Capital Advisors
Maryland
$53 +$60 +2 New
DB
494
Danske Bank
Denmark
$52 – – –
CA
495
Crewe Advisors
Utah
$28 – – –
AWM
496
Activest Wealth Management
Florida
$26 +$30 +1 New
LIP
497
Lighthouse Investment Partners
Florida
– -$22.8M -731,625 Closed
ZP
498
Zimmer Partners
New York
– -$16.6M -532,500 Closed
CL
499
CLG LLC
California
– -$14.5M -466,175 Closed
Baird Financial Group
500
Baird Financial Group
Wisconsin
– -$11.9M -383,177 Closed