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Name Holding Trade Value Shares
Change
Change in
Stake
EC
2601
EntryPoint Capital
New York
$215K +$112K +1,059 +104%
TFG
2602
Taylor Financial Group
Virginia
$215K -$14.3K -135 -6%
Fiera Capital (Canada)
2603
Fiera Capital (Canada)
Quebec, Canada
$215K
HWA
2604
Hilltop Wealth Advisors
North Carolina
$214K +$2.12K +20 +1%
LMKC
2605
L.M. Kohn & Company
Ohio
$213K +$1.17K +11 +0.5%
JHP
2606
James Hambro & Partners
United Kingdom
$213K -$12.8K -121 -6%
JIC
2607
Joel Isaacson & Co
New York
$213K -$20.1K -190 -8%
VCM
2608
Virtue Capital Management
Tennessee
$212K -$4.03K -38 -2%
PCH
2609
PGIM Custom Harvest
New Jersey
$211K -$36.9K -348 -15%
BIG
2610
Builder Investment Group
Georgia
$211K
CA
2611
CGN Advisors
Kansas
$211K -$4.03K -38 -2%
SFG
2612
Sather Financial Group
Texas
$211K -$6.36K -60 -3%
BBI
2613
Baxter Bros Inc
Connecticut
$211K
BFC
2614
Bedel Financial Consulting
Indiana
$210K +$1.06K +10 +0.5%
IF
2615
IRON Financial
Illinois
$210K +$6.79K +64 +3%
HWM
2616
Hemington Wealth Management
Virginia
$209K +$4.56K +43 +2%
BWM
2617
BigSur Wealth Management
Florida
$209K -$32.1K -303 -13%
Cohen & Steers
2618
Cohen & Steers
New York
$208K -$4.13K -39 -2%
WCM
2619
Wisconsin Capital Management
Wisconsin
$208K
QL
2620
Quarry LP
New York
$207K +$148K +1,393 +231%
SIS
2621
Strategic Investment Solutions
Illinois
$207K +$206K +1,944 New
JIP
2622
Jaffetilchin Investment Partners
Florida
$207K -$18.8K -177 -8%
FPWM
2623
FSB Premier Wealth Management
Iowa
$207K +$318 +3 +0.2%
WGCA
2624
Wolf Group Capital Advisors
Virginia
$206K +$211K +1,987 New
LD
2625
Lipe & Dalton
New York
$206K -$3.6K -34 -2%