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Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
551
Sage Private Wealth Group
Illinois
$142K +$32K +142 +26%
SIM
552
Sentry Investment Management
Wisconsin
$139K -$29.5K -131 -16%
CFFP
553
Center for Financial Planning
Michigan
$139K +$152K +675 New
CF
554
Centaurus Financial
California
$134K
GRP
555
Global Retirement Partners
California
$131K
BC
556
Bartlett & Co
Ohio
$119K +$28K +124 +28%
BCWM
557
Bartlett & Co Wealth Management
Ohio
$118K +$28K +124 +28%
VVP
558
Venture Visionary Partners
Ohio
$110K +$120K +533 New
AF
559
Allworth Financial
California
$109K +$12.6K +56 +12%
BAM
560
Belpointe Asset Management
Nevada
$103K +$5.19K +23 +5%
UB
561
UMB Bank
Missouri
$102K -$3.61K -16 -3%
KFI
562
Key Financial Inc
Pennsylvania
$102K
HNB
563
Huntington National Bank
Ohio
$97K -$80.9K -359 -43%
NR
564
Newfound Research
Massachusetts
$95K -$45.8K -203 -31%
AP
565
Arlington Partners
Alabama
$91K
LWP
566
Lumature Wealth Partners
Georgia
$88K -$56.1K -249 -37%
AAP
567
Arax Advisory Partners
Colorado
$86K -$225 -1 -0.2%
PCH
568
Polar Capital Holdings
United Kingdom
$78.2K -$4.02M -17,851 -4%
AF
569
Advisornet Financial
Minnesota
$70K -$52.3K -232 -41%
SFO
570
Standard Family Office
South Dakota
$69K +$35.9K +159 +90%
HI
571
Harbour Investments
Wisconsin
$61K +$66.7K +296 New
BDWM
572
Brewin Dolphin Wealth Management
Ireland
$57K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
573
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$57K +$62.7K +278 New
CI
574
CX Institutional
Indiana
$56K +$61.3K +272 New
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$53K