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Name Holding Trade Value Shares
Change
Change in
Stake
MW
1601
Marcum Wealth
Ohio
$405K +$86.6K +229 +18%
APC
1602
Aspire Private Capital
North Carolina
$404K +$81K +214 +17%
TCM
1603
Tributary Capital Management
Nebraska
$403K -$7.57K -20 -1%
PIMG
1604
Patriot Investment Management Group
Tennessee
$402K -$63.9K -169 -10%
MSR
1605
Main Street Research
Connecticut
$401K -$48.4K -128 -8%
IA
1606
Integrity Advisory
Kansas
$399K -$9.08K -24 -2%
SWA
1607
Sutton Wealth Advisors
Florida
$398K +$53.7K +142 +11%
MCA
1608
Martin Capital Advisors
Texas
$398K -$276K -730 -34%
WCM
1609
Windward Capital Management
California
$397K -$1.51K -4 -0.3%
PAM
1610
Premier Asset Management
Illinois
$397K +$545K +1,441 New
WCA
1611
Waypoint Capital Advisors
Minnesota
$396K -$378 -1 -0.1%
PCM
1612
Parsons Capital Management
Rhode Island
$395K -$3.4K -9 -0.6%
IFS
1613
Ifrah Financial Services
Arkansas
$395K -$2.65K -7 -0.5%
NWA
1614
New World Advisors
Massachusetts
$395K +$86.3K +228 +19%
BOPW
1615
Brandywine Oak Private Wealth
Pennsylvania
$394K -$6.81K -18 -1%
AC
1616
Avestar Capital
New York
$393K -$455K -1,202 -46%
MCWS
1617
McKinley Carter Wealth Services
West Virginia
$390K -$19.3K -51 -3%
SG
1618
StoneX Group
New York
$389K -$91.2K -241 -15%
GIM
1619
Groesbeck Investment Management
New Jersey
$389K
CWA
1620
Clarus Wealth Advisors
Arizona
$389K +$45.8K +121 +10%
MA
1621
MJP Associates
Connecticut
$388K -$14.8K -39 -3%
BSG
1622
Black Swift Group
Colorado
$386K +$532K +1,405 New
BFG
1623
Berger Financial Group
Minnesota
$385K +$11.4K +30 +2%
YIA
1624
YHB Investment Advisors
Connecticut
$383K
WAOI
1625
Wealth Advisors of Iowa
Iowa
$382K +$103K +272 +24%