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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
551
Cary Street Partners Investment Advisory
Virginia
$145K +$159K +705 New
ST
552
Smithfield Trust
Pennsylvania
$144K – – –
SPWG
553
Sage Private Wealth Group
Illinois
$142K +$32K +142 +26%
SIM
554
Sentry Investment Management
Wisconsin
$139K -$29.5K -131 -16%
CFFP
555
Center for Financial Planning
Michigan
$139K +$152K +675 New
CF
556
Centaurus Financial
California
$134K – – –
GRP
557
Global Retirement Partners
California
$131K – – –
BC
558
Bartlett & Co
Ohio
$119K +$28K +124 +28%
BCWM
559
Bartlett & Co Wealth Management
Ohio
$118K +$28K +124 +28%
PI
560
PEAK6 Investments
Illinois
$114K +$114K +506 New
VVP
561
Venture Visionary Partners
Ohio
$110K +$120K +533 New
AF
562
Allworth Financial
California
$109K +$12.6K +56 +12%
BAM
563
Belpointe Asset Management
Nevada
$103K +$5.19K +23 +5%
UB
564
UMB Bank
Missouri
$102K -$3.61K -16 -3%
KFI
565
Key Financial Inc
Pennsylvania
$102K – – –
HNB
566
Huntington National Bank
Ohio
$97K -$80.9K -359 -43%
NR
567
Newfound Research
Massachusetts
$95K -$45.8K -203 -31%
AP
568
Arlington Partners
Alabama
$91K – – –
LWP
569
Lumature Wealth Partners
Georgia
$88K -$56.1K -249 -37%
AAP
570
Arax Advisory Partners
Colorado
$86K -$225 -1 -0.2%
AF
571
Advisornet Financial
Minnesota
$70K -$52.3K -232 -41%
SFO
572
Standard Family Office
South Dakota
$69K +$35.9K +159 +90%
HI
573
Harbour Investments
Wisconsin
$61K +$66.7K +296 New
BDWM
574
Brewin Dolphin Wealth Management
Ireland
$57K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
575
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$57K +$62.7K +278 New