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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1026
Spire Wealth Management
Virginia
$99.2K -$86.8K -182 -46%
ABWM
1027
Alpine Bank Wealth Management
Colorado
$99.2K +$103K +216 New
MAM
1028
Meeder Asset Management
Ohio
$94.1K +$61.5K +129 +170%
GWP
1029
Gen-Wealth Partners
Michigan
$89.5K -$7.63K -16 -8%
FF
1030
Finley Financial
Nevada
$89.1K – – –
VSQM
1031
V-Square Quantitative Management
Illinois
$89.1K +$477 +1 +0.5%
SC
1032
SouthState Corp
Florida
$85.4K +$1.91K +4 +2%
SEP
1033
Signature Equity Partners
Ohio
$84.5K +$59.1K +124 +207%
AAM
1034
Alphadyne Asset Management
New York
$84.5K +$87.7K +184 New
KFA
1035
Kelleher Financial Advisors
New York
$82.6K +$42.9K +90 +100%
SGFG
1036
Silver Grove Financial Group
New York
$79K +$68.2K +143 +493%
QC
1037
Quent Capital
New York
$78.1K -$9.53K -20 -11%
ZBNA
1038
Zions Bancorporation, National Association
Utah
$75.3K -$146K -306 -65%
QL
1039
Quarry LP
New York
$74.4K -$36.7K -77 -32%
BIA
1040
Bell Investment Advisors
California
$70.7K -$1.91K -4 -3%
GSWM
1041
Golden State Wealth Management
California
$69.8K -$3.34K -7 -4%
API
1042
Asset Planning Inc
California
$68.9K – – –
HI
1043
Hoey Investments
Pennsylvania
$68.9K +$71.5K +150 New
CCWM
1044
Cassaday & Co Wealth Management
Virginia
$67.5K +$2.38K +5 +4%
HNB
1045
Hilltop National Bank
Wyoming
$67.5K +$70.1K +147 New
CPG
1046
Cornerstone Planning Group
New Jersey
$67.3K +$15.7K +33 +30%
BWA
1047
Basecamp Wealth Advisors
Washington
$67K +$477 +1 +0.7%
WSFS
1048
Wilmington Savings Fund Society
Delaware
$62K +$3.81K +8 +6%
WFG
1049
Wormser Freres Gestion
France
$60.6K +$62.9K +132 New
GA
1050
GoalVest Advisory
New York
$58.3K – – –
40 41
42
43 44