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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
851
Waverly Advisors
Alabama
$459K +$213K +341 +76%
PCIA
852
Prime Capital Investment Advisors
Kansas
$459K -$107K -171 -18%
KWA
853
Kingswood Wealth Advisors
California
$458K +$55K +88 +13%
WR
854
WD Rutherford
Oregon
$457K +$492K +787 New
WFA
855
Wellspring Financial Advisors
Ohio
$456K +$491K +786 New
HW
856
Hamilton Wealth
California
$455K -$30K -48 -6%
SAG
857
SageView Advisory Group
California
$454K -$222K -355 -31%
BC
858
Bridgefront Capital
Texas
$454K +$124K +199 +34%
BCM
859
Bannerstone Capital Management
Minnesota
$452K +$487K +779 New
AIM
860
Avity Investment Management
Connecticut
$452K – – –
AWM
861
Apollon Wealth Management
South Carolina
$447K -$68.8K -110 -13%
FFN
862
Focus Financial Network
Minnesota
$443K +$20.6K +33 +5%
CFG
863
Citizens Financial Group
Rhode Island
$441K -$73.1K -117 -13%
MOS
864
MGO One Seven
Ohio
$440K -$604K -966 -56%
WAG
865
Wilkerson Advisory Group
Missouri
$438K +$472K +755 New
WP
866
WealthPLAN Partners
Nebraska
$437K – – –
BPAMU
867
BTG Pactual Asset Management US
New York
$436K +$469K +750 New
DAM
868
Deltec Asset Management
New York
$436K +$469K +750 New
PA
869
PharVision Advisers
Florida
$434K +$467K +747 New
WPP
870
Whalerock Point Partners
Rhode Island
$427K – – –
IAIM
871
International Assets Investment Management
Florida
$425K +$214K +343 +88%
ZBNA
872
Zions Bancorporation, National Association
Utah
$423K +$78.8K +126 +21%
WF
873
WoodTrust Financial
Wisconsin
$423K -$291K -465 -39%
NWAG
874
Net Worth Advisory Group
Utah
$421K -$68.8K -110 -13%
SFS
875
Sowell Financial Services
Arkansas
$420K -$1.55M -2,482 -77%
33 34
35
36 37