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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1701
Harvest Fund Management
China
$769K +$15.3K +129 +2%
SCM
1702
Southport Capital Management
Tennessee
$769K +$272K +2,294 +56%
MSFS
1703
Main Street Financial Solutions
Pennsylvania
$768K +$4.74K +40 +0.6%
TFM
1704
TFC Financial Management
Massachusetts
$767K
PG
1705
Patten Group
Tennessee
$764K +$7.7K +65 +1%
SIM
1706
Sonora Investment Management
Arizona
$763K -$156K -1,313 -17%
BOM
1707
Bank of Marin
California
$762K
CC
1708
Centiva Capital
New York
$759K -$1.32M -11,120 -64%
CFC
1709
Coyle Financial Counsel
Illinois
$759K +$29.6K +250 +4%
ACWM
1710
Adams Chetwood Wealth Management
North Carolina
$756K +$7.82K +66 +1%
SSW
1711
Smith Shellnut Wilson
Mississippi
$755K +$1.54K +13 +0.2%
WP
1712
Waycross Partners
Kentucky
$754K
ATFA
1713
All Terrain Financial Advisors
Minnesota
$752K -$788K -6,648 -51%
MOS
1714
MGO One Seven
Ohio
$749K -$10.9K -92 -1%
PPW
1715
Parcion Private Wealth
Washington
$749K
ICG
1716
InterOcean Capital Group
Tennessee
$747K -$43.4K -366 -6%
BWM
1717
BCS Wealth Management
Tennessee
$743K -$1.42K -12 -0.2%
AWM
1718
Altavista Wealth Management
North Carolina
$742K -$4.15K -35 -0.6%
COF
1719
Capital One Financial
Virginia
$741K -$56.6K -478 -7%
TCWM
1720
Total Clarity Wealth Management
Illinois
$738K +$9K +76 +1%
BA
1721
Bridgewater Advisors
New York
$738K +$752K +6,345 New
AIP
1722
ARS Investment Partners
New York
$737K
AWA
1723
Arkadios Wealth Advisors
Georgia
$737K +$82.8K +699 +13%
NFC
1724
Northeast Financial Consultants
Connecticut
$734K +$94.2K +795 +15%
FG
1725
Foster Group
Iowa
$733K -$57.6K -486 -7%