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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
401
Sound View Wealth Advisors Group
Georgia
$350K +$6.11K +125 +2%
MA
402
Mezzasalma Advisors
New Jersey
$350K +$4.94K +101 +1%
IAS
403
Insigneo Advisory Services
Florida
$349K +$13.3K +271 +4%
GWMR
404
GC Wealth Management RIA
Massachusetts
$346K +$341K +6,965 New
JC
405
Jacobs & Co
California
$343K
ERIC
406
Eagle Rock Investment Company
Georgia
$338K
HAG
407
HighPoint Advisor Group
Illinois
$338K +$334K +6,831 New
CT
408
Caldwell Trust
Florida
$335K -$46.1K -943 -12%
PA
409
Procyon Advisors
Connecticut
$334K -$104K -2,136 -24%
IFG
410
Independent Financial Group
California
$332K -$3.03K -62 -0.9%
GM
411
GeoWealth Management
Illinois
$330K +$324K +6,630 New
PFS
412
Prospera Financial Services
Texas
$329K -$331K -6,764 -51%
1WA
413
180 Wealth Advisors
Washington
$329K -$13.4K -274 -4%
EGA
414
E&G Advisors
Texas
$329K -$6.99K -143 -2%
BAM
415
Belpointe Asset Management
Nevada
$326K -$36K -736 -10%
Daiwa Securities Group
416
Daiwa Securities Group
Japan
$325K +$10.6K +216 +3%
CA
417
CGN Advisors
Kansas
$325K -$1.73M -35,291 -84%
ABLA
418
Alan B. Lancz & Associates
Ohio
$324K -$8.56K -175 -3%
GWM
419
Geneos Wealth Management
Colorado
$322K +$93K +1,902 +42%
OIA
420
OneDigital Investment Advisors
Kansas
$321K +$316K +6,462 New
ACM
421
Ategra Capital Management
Virginia
$321K -$24.4K -499 -7%
RCM
422
RNC Capital Management
California
$315K -$3.67K -75 -1%
WCA
423
Westover Capital Advisors
Delaware
$310K -$443K -9,053 -59%
Wolverine Trading
424
Wolverine Trading
Illinois
$310K +$304K +6,225 New
SCP
425
Sivia Capital Partners
California
$304K +$299K +6,108 New