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Name Holding Trade Value Shares
Change
Change in
Stake
CPL
976
CAP Partners LLC
Tennessee
$213K -$14.9K -120 -7%
LA
977
LVW Advisors
New York
$212K +$194K +1,561 New
TCM
978
Triumph Capital Management
Colorado
$211K +$194K +1,557 New
RC
979
Rovin Capital
Arizona
$211K +$194K +1,554 New
AFT
980
Alpha Family Trust
California
$209K +$192K +1,540 New
CWS
981
Confluence Wealth Services
Pennsylvania
$209K +$192K +1,538 New
WPWM
982
Western Pacific Wealth Management
Illinois
$208K – – –
SIA
983
Serenity Investment Advisors
Illinois
$208K +$187K +1,499 New
BFM
984
Boothbay Fund Management
New York
$208K -$452K -3,626 -70%
MWM
985
Modera Wealth Management
New Jersey
$208K +$191K +1,530 New
AGP
986
Autumn Glory Partners
Texas
$208K +$191K +1,530 New
HKIMG
987
Hutchens & Kramer Investment Management Group
Indiana
$207K +$190K +1,526 New
MPWT
988
MassMutual Private Wealth & Trust
Connecticut
$207K +$14.3K +115 +8%
SC
989
Sapient Capital
Indiana
$206K +$187K +1,504 New
PDL
990
Portfolio Design Labs
California
$206K +$189K +1,515 New
BRWA
991
B. Riley Wealth Advisors
Florida
$206K -$140K -1,123 -43%
TWD
992
True Wealth Design
Ohio
$205K +$44.5K +357 +31%
BWS
993
Buck Wealth Strategies
Colorado
$204K +$187K +1,505 New
PWPS
994
Pinnacle Wealth Planning Services
Ohio
$198K +$181K +1,457 New
SIM
995
Sentry Investment Management
Wisconsin
$190K – – –
HTC
996
Hershey Trust Company
Pennsylvania
$186K -$733K -5,885 -81%
RDFA
997
Ritter Daniher Financial Advisory
Ohio
$186K +$171K +1,370 New
LI
998
LRI Investments
Florida
$177K +$5.73K +46 +4%
EFMH
999
E Fund Management (HK)
Hong Kong
$177K +$129K +1,037 +333%
SSG
1000
Summit Securities Group
New York
$174K +$142K +1,138 +807%