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Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
501
Sage Private Wealth Group
Illinois
$100K +$10.6K +57 +12%
CI Investments Inc
502
CI Investments Inc
Ontario, Canada
$92K -$15.8K -85 -15%
FHC
503
First Horizon Corporation
Tennessee
$84K +$38.8K +209 +88%
LWP
504
Lumature Wealth Partners
Georgia
$83K +$81.1K +437 New
NR
505
Newfound Research
Massachusetts
$78K -$51.8K -279 -41%
HI
506
Harbour Investments
Wisconsin
$77K +$74.8K +403 New
SDIC
507
South Dakota Investment Council
South Dakota
$76K -$594K -3,200 -89%
SWM
508
Spire Wealth Management
Virginia
$73K +$71.1K +383 New
PCG
509
Private Capital Group
Connecticut
$68K -$4.64K -25 -7%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$67K
QCG
511
Quadrant Capital Group
Ohio
$66K +$1.67K +9 +3%
SQA
512
Simon Quick Advisors
New Jersey
$61K
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$54K
CIA
514
CSat Investment Advisory
Michigan
$54K +$16K +86 +43%
GRP
515
Global Retirement Partners
California
$52K -$11.7K -63 -19%
CI
516
CX Institutional
Indiana
$45K +$4.08K +22 +10%
LFG
517
Larson Financial Group
Missouri
$42K
BDWM
518
Brewin Dolphin Wealth Management
Ireland
$41K
EI
519
Ellevest Inc
New York
$40K -$43.2K -233 -53%
KPCM
520
Kings Point Capital Management
New York
$38K
FF
521
FourThought Financial
Florida
$37K -$2.41K -13 -6%
ACM
522
Allred Capital Management
Texas
$33.1K +$32.3K +174 New
AA
523
AlphaMark Advisors
Kentucky
$29K
CFD
524
Creative Financial Designs
Indiana
$28K
HPC
525
HM Payson & Co
Maine
$27K