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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
501
Freedom Wealth Alliance
Wisconsin
$41.9K +$46.1K +828 New
NA
502
NewEdge Advisors
Louisiana
$40.5K +$125K +2,244 New
IAIM
503
International Assets Investment Management
Florida
$40.2K +$1.03M +18,454 New
SWM
504
Spire Wealth Management
Virginia
$40K +$1.39K +25 +3%
BAM
505
Belpointe Asset Management
Nevada
$36.5K +$40.1K +721 New
CFGS
506
Concourse Financial Group Securities
Alabama
$35.9K +$13.9K +250 +54%
CI Investments Inc
507
CI Investments Inc
Ontario, Canada
$35K +$20.2K +363 +109%
CLOS
508
Compagnie Lombard Odier SCmA
Switzerland
$33K +$36.7K +659 New
BWM
509
BerganKDV Wealth Management
Minnesota
$32.3K -$278 -5 -0.8%
ETH
510
Exos TFP Holdings
New York
$31K +$34.2K +614 New
BTI
511
Blue Trust Inc
Georgia
$30K +$23.2K +416 +320%
TPCW
512
TD Private Client Wealth
New York
$26.3K +$8.24K +148 +40%
TCOV
513
Trust Company of Vermont
Vermont
$25.3K -$6.96K -125 -20%
QC
514
Quent Capital
New York
$23.3K -$4.01K -72 -14%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$23K -$2.62K -47 -10%
SFA
516
Semmax Financial Advisors
North Carolina
$23K +$1.06K +19 +5%
PMFA
517
Plante Moran Financial Advisors
Michigan
$21.2K
MCC
518
Money Concepts Capital
Florida
$21.2K +$9.63K +173 +70%
HNB
519
Huntington National Bank
Ohio
$19.2K +$10K +180 +90%
KIA
520
Kraematon Investment Advisors
Massachusetts
$18.5K +$20.3K +365 New
GRP
521
Global Retirement Partners
California
$16.5K +$17.1K +307 +1,535%
CS
522
Comerica Securities
Michigan
$16.4K +$18K +324 New
AF
523
Advisornet Financial
Minnesota
$14.9K -$28.6K -513 -64%
OLVIG
524
Oliver Lagore Vanvalin Investment Group
Michigan
$14.9K +$5.74K +103 +54%
BIA
525
Bell Investment Advisors
California
$14.3K -$3.01K -54 -16%