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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1476
Carroll Advisory Group
Texas
$3.26M +$232K +583 +8%
SWA
1477
Stratos Wealth Advisors
Ohio
$3.25M +$2.78K +7 +0.1%
LBWM
1478
Left Brain Wealth Management
Illinois
$3.25M +$29.4K +74 +1%
DE
1479
Diversified Enterprises
Delaware
$3.25M +$83.5K +210 +3%
HBT
1480
Heartland Bank & Trust
Illinois
$3.24M -$88.7K -223 -3%
AIP
1481
ARS Investment Partners
New York
$3.24M -$39.8K -100 -1%
TMC
1482
Themes Management Co
Connecticut
$3.24M +$1.58M +3,963 +106%
SMH
1483
Sanders Morris Harris
Texas
$3.23M +$1.08M +2,714 +55%
OL
1484
OneFund LLC
Florida
$3.23M -$18.3K -46 -0.6%
LS
1485
Leelyn Smith
Illinois
$3.22M -$9.94K -25 -0.3%
ATFA
1486
All Terrain Financial Advisors
Minnesota
$3.2M +$1.15M +2,900 +62%
BWA
1487
Basecamp Wealth Advisors
Washington
$3.19M +$47.3K +119 +2%
B
1488
Bensler
Washington
$3.19M +$519K +1,306 +21%
MFC
1489
Morris Financial Concepts
South Carolina
$3.19M – – –
ATC
1490
Argent Trust Co
Tennessee
$3.19M +$26.6K +67 +0.9%
SWP
1491
Strategic Wealth Partners
Ohio
$3.18M -$167K -419 -5%
SL
1492
Sentinus LLC
Illinois
$3.18M +$500K +1,258 +20%
AAS
1493
Annex Advisory Services
Wisconsin
$3.17M +$1.32M +3,326 +79%
FP
1494
Fiduciary Planning
Florida
$3.17M – – –
CTC
1495
Central Trust Company
Missouri
$3.17M -$47.7K -120 -2%
WP
1496
Westmount Partners
California
$3.17M +$167K +421 +6%
AIM
1497
Advyzon Investment Management
Illinois
$3.17M +$121K +303 +4%
GSIAS
1498
Garden State Investment Advisory Services
New Jersey
$3.17M +$14.3K +36 +0.5%
MWM
1499
Moran Wealth Management
Florida
$3.17M +$1.18M +2,965 +65%
MFA
1500
Mayflower Financial Advisors
Massachusetts
$3.16M +$393K +988 +15%