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Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
3101
Signature Wealth Management Group
Georgia
$593K -$17.5K -272 -3%
MWM
3102
Maltin Wealth Management
New Jersey
$590K +$517K +8,036 New
PBC
3103
Pavion Blue Capital
California
$590K +$517K +8,040 New
RCIM
3104
Russell Clark Investment Management
United Kingdom
$587K -$1.54M -24,000 -75%
UM
3105
Ulysses Management
New York
$587K -$643K -10,000 -56%
Aristotle Capital Management
3106
Aristotle Capital Management
California
$587K
SPI
3107
Santori & Peters Inc
Pennsylvania
$587K +$257 +4 +0.1%
GRQ
3108
Gardner Russo & Quinn
Pennsylvania
$586K -$25.7K -400 -5%
VFPI
3109
Vantage Financial Partners (Illinois)
Illinois
$579K -$51.5K -800 -9%
HFP
3110
Holistic Financial Partners
Indiana
$572K +$62.8K +976 +14%
IUHSA
3111
Itau Unibanco Holding S.A.
Brazil
$571K -$1.5M -23,340 -75%
MWC
3112
MKD Wealth Coaches
Michigan
$571K
HIM
3113
Hanlon Investment Management
New Jersey
$571K +$118K +1,832 +31%
SC
3114
SRB Corp
Massachusetts
$568K -$54.6K -848 -10%
FTUS
3115
Flow Traders U.S.
New York
$566K -$785K -12,204 -61%
CCM
3116
Crabel Capital Management
California
$566K -$47.6K -740 -9%
TAM
3117
Trust Asset Management
Texas
$560K -$77.5K -1,204 -14%
CWM
3118
CCG Wealth Management
California
$554K +$28.3K +440 +6%
AAIM
3119
Asset Advisors Investment Management
Georgia
$553K +$11.3K +176 +3%
QCM
3120
Quantinno Capital Management
New York
$551K +$75.9K +1,180 +19%
CIA
3121
Compass Ion Advisors
Pennsylvania
$551K +$483K +7,500 New
SRCM
3122
Swift Run Capital Management
Virginia
$546K
BA
3123
Bennicas & Associates
California
$543K -$502K -7,800 -51%
DACG
3124
Donor Advised Charitable Giving
California
$543K
LB
3125
Landmark Bank
Missouri
$538K -$231K -3,592 -33%