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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
SeaCrest Wealth Management
New York
$205K +$192K +842 New
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$204K +$191K +837 New
TWI
528
Thomas White International
Illinois
$203K – – –
SG
529
StoneX Group
New York
$202K +$190K +830 New
HNB
530
Huntington National Bank
Ohio
$202K +$46.2K +202 +32%
BG
531
Bollard Group
Massachusetts
$198K – – –
AA
532
Ancora Advisors
Ohio
$197K – – –
CTC
533
Central Trust Company
Missouri
$184K +$5.94K +26 +4%
CLOS
534
Compagnie Lombard Odier SCmA
Switzerland
$183K – – –
ST
535
Smithfield Trust
Pennsylvania
$171K – – –
CF
536
Centaurus Financial
California
$159K – – –
NR
537
Newfound Research
Massachusetts
$158K +$24.4K +107 +20%
MAM
538
Marquette Asset Management
Minnesota
$154K – – –
ACM
539
Aquatic Capital Management
Illinois
$146K +$137K +600 New
UB
540
UMB Bank
Missouri
$125K +$117K +514 New
BAM
541
Belpointe Asset Management
Nevada
$119K +$111K +486 New
SPWG
542
Sage Private Wealth Group
Illinois
$118K – – –
KFI
543
Key Financial Inc
Pennsylvania
$118K +$111K +485 New
AF
544
Allworth Financial
California
$116K +$101K +443 +1,384%
LWP
545
Lumature Wealth Partners
Georgia
$113K +$1.14K +5 +1%
AP
546
Arlington Partners
Alabama
$108K +$101K +443 New
AAP
547
Arax Advisory Partners
Colorado
$102K -$7.08K -31 -7%
AWA
548
Aquire Wealth Advisors
Utah
$93K +$87K +381 New
AF
549
Advisornet Financial
Minnesota
$75K +$18K +79 +34%
HI
550
Harbour Investments
Wisconsin
$72K -$17.4K -76 -20%