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Name Holding Trade Value Shares
Change
Change in
Stake
S
551
Sunpointe
Missouri
$242K +$13.8K +493 +6%
SMA
552
Sage Mountain Advisors
Georgia
$242K -$9.07K -323 -3%
DI
553
Disciplined Investors
Texas
$240K
SCM
554
Shelton Capital Management
Colorado
$240K +$263K +9,365 New
LIM
555
Leavell Investment Management
Alabama
$236K +$22K +783 +9%
WC
556
Wexford Capital
Florida
$235K +$257K +9,162 New
BF
557
Brucke Financial
Indiana
$234K +$54.8K +1,951 +27%
VAG
558
VisionPoint Advisory Group
Texas
$233K +$55.7K +1,983 +28%
5NPW
559
55 North Private Wealth
Florida
$232K +$255K +9,073 New
LI
560
LRI Investments
Florida
$232K +$21.1K +752 +9%
JG
561
Jain Global
New York
$230K +$253K +8,999 New
RIL
562
Rothschild Investment LLC
Illinois
$228K +$1.66K +59 +0.7%
FTWA
563
Fifth Third Wealth Advisors
Ohio
$225K +$3.87K +138 +2%
ISL
564
Ingalls & Snyder LLC
New York
$224K
DAS
565
Dynamic Advisor Solutions
Arizona
$224K +$6.01K +214 +3%
SW
566
SVB Wealth
Massachusetts
$224K -$4.44K -158 -2%
BMCM
567
Burns Matteson Capital Management
New York
$223K +$244K +8,702 New
Bessemer Group
568
Bessemer Group
New Jersey
$219K +$34.1K +1,213 +17%
FIA
569
Foundations Investment Advisors
Arizona
$216K -$14.7K -525 -6%
RCM
570
RB Capital Management
Nevada
$215K +$235K +8,380 New
EBA
571
Eagle Bay Advisors
New York
$212K +$16.3K +581 +8%
PPC
572
Park Place Capital
Alabama
$211K +$5.11K +182 +2%
CW
573
CreativeOne Wealth
Kansas
$210K +$27K +963 +13%
AWM
574
Angeles Wealth Management
California
$209K +$30.5K +1,087 +15%
MWM
575
Modern Wealth Management
Kansas
$207K +$228K +8,104 New