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Name Holding Trade Value Shares
Change
Change in
Stake
EverSource Wealth Advisors
601
EverSource Wealth Advisors
Alabama
$135K -$26.6K -491 -17%
JFA
602
JNBA Financial Advisors
Minnesota
$129K – – –
IFP Advisors
603
IFP Advisors
Florida
$111K -$6.93K -128 -6%
Cullen/Frost Bankers
604
Cullen/Frost Bankers
Texas
$107K +$25.7K +474 +33%
APW
605
Aventura Private Wealth
Florida
$106K – – –
Spire Wealth Management
606
Spire Wealth Management
Virginia
$106K -$2.33K -43 -2%
TSMHT
607
Thurston Springer Miller Herd & Titak
Indiana
$104K +$92.6K +1,711 +989%
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K +$72.5K +1,340 +248%
QPBE
609
Quintet Private Bank (Europe)
Luxembourg
$103K – – –
ITIM
610
Indiana Trust & Investment Management
Indiana
$102K – – –
RA
611
Ransom Advisory
Rhode Island
$101K – – –
GTAM
612
Global Trust Asset Management
Florida
$101K – – –
MHR
613
Matthew Hamilton Rosenberg
$100K – – –
New York State Common Retirement Fund
614
New York State Common Retirement Fund
New York
$99.2K – – –
ACA
615
Atlas Capital Advisors
Wyoming
$98.1K – – –
Capital Analysts LLC
616
Capital Analysts LLC
Pennsylvania
$92K +$11K +204 +14%
BTC
617
Bank & Trust Company
Illinois
$91.2K – – –
OWP
618
ORG Wealth Partners
Texas
$90.6K +$90.2K +1,667 New
AF
619
Advisornet Financial
Minnesota
$89.5K +$12.3K +227 +16%
TC
620
Truvestments Capital
Florida
$89.5K +$87.3K +1,613 New
WA
621
Whipplewood Advisors
Colorado
$88.5K -$11.9K -220 -14%
CIA
622
Cape Investment Advisory
Georgia
$85.6K +$16.8K +310 +25%
MWM
623
MorganRosel Wealth Management
Colorado
$79.9K +$77.9K +1,440 New
W
624
WealthCollab
Washington
$77K +$5.85K +108 +8%
TCM
625
TruNorth Capital Management
Michigan
$76.4K +$74.6K +1,378 New