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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1301
Forum Financial Management
Illinois
$1.89M +$206K +417 +11%
QCG
1302
Quadrant Capital Group
Ohio
$1.89M -$102K -205 -5%
CIA
1303
Concurrent Investment Advisors
Florida
$1.89M +$44.6K +90 +2%
PWCM
1304
Processus Wealth & Capital Management
Tennessee
$1.89M -$185K -374 -8%
NMC
1305
Nine Masts Capital
Hong Kong
$1.88M +$2.1M +4,236 New
SAW
1306
Signal Advisors Wealth
Michigan
$1.88M +$246K +497 +13%
HFM
1307
Hartford Financial Management
Connecticut
$1.88M -$124K -251 -6%
GM
1308
GeoWealth Management
Illinois
$1.88M +$141K +285 +7%
HSA
1309
HBK Sorce Advisory
Pennsylvania
$1.88M -$345K -696 -14%
FIM
1310
Freedom Investment Management
Connecticut
$1.88M +$289K +584 +16%
GCP
1311
GSA Capital Partners
United Kingdom
$1.88M +$1.6M +3,224 +324%
ACI
1312
Alpha Cubed Investments
California
$1.87M -$5.26M -10,633 -72%
CPC
1313
Congress Park Capital
New York
$1.87M -$516K -1,043 -20%
TSWM
1314
Triangle Securities Wealth Management
North Carolina
$1.86M -$63.9K -129 -3%
CBT
1315
Crews Bank & Trust
Florida
$1.86M +$2.08M +4,191 New
PWS
1316
Peloton Wealth Strategists
Indiana
$1.85M +$37.1K +75 +2%
1CP
1317
17 Capital Partners
Arizona
$1.85M
GL
1318
Graypoint LLC
New York
$1.83M -$309K -624 -13%
MFGM
1319
Marshall Financial Group (Maryland)
Maryland
$1.83M +$60.9K +123 +3%
MMG
1320
Monetary Management Group
Missouri
$1.83M
DWM
1321
Dynasty Wealth Management
Florida
$1.83M -$608K -1,227 -23%
GSCM
1322
Greenfield Seitz Capital Management
Texas
$1.83M -$64.4K -130 -3%
PA
1323
PFG Advisors
Arizona
$1.83M -$40.1K -81 -2%
RCAG
1324
Rehmann Capital Advisory Group
Michigan
$1.83M +$77.7K +157 +4%
PAM
1325
Peak Asset Management
Colorado
$1.82M +$72.8K +147 +4%