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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1601
Stevens Capital Management
Pennsylvania
$513K +$56.6K +177 +13%
IWA
1602
Intercontinental Wealth Advisors
Texas
$508K +$6.72K +21 +1%
PHAM
1603
Palisades Hudson Asset Management
Florida
$508K
CWA
1604
Canvas Wealth Advisors
Kansas
$508K +$69.7K +218 +17%
HAG
1605
HF Advisory Group
Maryland
$507K +$482K +1,508 New
1WM
1606
1900 Wealth Management
Texas
$507K -$2.56K -8 -0.5%
WAM
1607
Werlinich Asset Management
Connecticut
$506K -$640 -2 -0.1%
LFM
1608
Lumina Fund Management
New York
$505K
FCB
1609
First County Bank
Connecticut
$505K +$480K +1,500 New
SRAM
1610
Spouting Rock Asset Management
Pennsylvania
$502K +$477K +1,492 New
MA
1611
MJP Associates
Connecticut
$498K +$22.1K +69 +5%
PWM
1612
PBMares Wealth Management
Virginia
$495K -$60.4K -189 -11%
VC
1613
Veery Capital
Delaware
$494K -$10.6K -33 -2%
TSS
1614
Two Sigma Securities
New York
$493K -$1.12M -3,498 -70%
APC
1615
Aspire Private Capital
North Carolina
$493K -$1.6K -5 -0.3%
BBL
1616
Beck Bode LLC
Massachusetts
$491K -$612K -1,912 -57%
SG
1617
StoneX Group
New York
$491K +$14.1K +44 +3%
GA
1618
GraniteShares Advisors
New York
$490K -$81.9K -256 -15%
RPWA
1619
Regent Peak Wealth Advisors
Georgia
$489K +$30.4K +95 +7%
GA
1620
Goldstein Advisors
Wisconsin
$489K +$465K +1,454 New
PIMG
1621
Patriot Investment Management Group
Tennessee
$487K -$47.7K -149 -10%
KFS
1622
Kurt F. Somerville
$487K -$72.6K -227 -14%
OF
1623
Outfitter Financial
Maine
$486K -$54.4K -170 -11%
IA
1624
IFG Advisory
Georgia
$486K -$52.8K -165 -10%
WCA
1625
Waypoint Capital Advisors
Minnesota
$485K +$959 +3 +0.2%