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Name Holding Trade Value Shares
Change
Change in
Stake
AFT
1501
Alpha Family Trust
California
$1.05M
DI
1502
Diligent Investors
California
$1.05M
BSC
1503
Brown Shipley & Co
United Kingdom
$1.04M -$311K -771 -27%
KWA
1504
Kingswood Wealth Advisors
California
$1.04M +$857K +2,128 New
EFG
1505
Everhart Financial Group
Ohio
$1.04M +$211K +525 +33%
WIM
1506
Westside Investment Management
California
$1.03M
CC
1507
Cipher Capital
New York
$1.03M +$852K +2,115 New
NFSG
1508
Newbridge Financial Services Group
Florida
$1.03M +$482K +1,197 +131%
SFA
1509
Souders Financial Advisors
Ohio
$1.03M -$54K -134 -6%
QT
1510
Quantamental Technologies
New York
$1.03M +$850K +2,110 New
BBI
1511
Baxter Bros Inc
Connecticut
$1.03M +$18.1K +45 +2%
AO
1512
Advisor OS
Illinois
$1.03M +$99.1K +246 +13%
SFG
1513
Sovereign Financial Group
Connecticut
$1.02M +$840K +2,086 New
DCM
1514
DGS Capital Management
New Jersey
$1.02M +$117K +290 +16%
ECG
1515
Edge Capital Group
Georgia
$1.01M +$156K +388 +23%
BAM
1516
Brave Asset Management
New Jersey
$1.01M
WP
1517
WealthPLAN Partners
Nebraska
$1.01M -$838K -2,081 -50%
FGI
1518
Foresight Global Investors
New York
$1M -$570K -1,415 -41%
KCM
1519
Kathmere Capital Management
Pennsylvania
$1M -$121K -301 -13%
VEA
1520
Virtus ETF Advisers
New York
$995K +$820K +2,035 New
TCWM
1521
Total Clarity Wealth Management
Illinois
$994K +$819K +2,033 New
WWM
1522
Western Wealth Management
Colorado
$989K +$262K +651 +47%
GFS
1523
GYL Financial Synergies
Connecticut
$986K -$10.9K -27 -1%
PFBT
1524
Parkside Financial Bank & Trust
Missouri
$983K +$14.9K +37 +2%
PIA
1525
Pinion Investment Advisors
Kansas
$983K +$239K +594 +42%