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Name Holding Trade Value Shares
Change
Change in
Stake
UCB
1701
United Community Bank
South Carolina
$1.08M +$131K +227 +14%
SIG
1702
Sargent Investment Group
Maryland
$1.07M -$12.1K -21 -1%
MCM
1703
Magnolia Capital Management
New York
$1.07M
SACTSONJ
1704
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M
MW
1705
Maia Wealth
Colorado
$1.07M +$1.03M +1,789 New
PIA
1706
Perennial Investment Advisors
California
$1.06M +$83.6K +145 +9%
CAMG
1707
CWA Asset Management Group
Florida
$1.06M +$341K +592 +50%
RIG
1708
Ramiah Investment Group
Wisconsin
$1.06M -$87.1K -151 -8%
CG
1709
CFO4Life Group
Texas
$1.05M -$61.1K -106 -6%
DWM
1710
Drive Wealth Management
Utah
$1.05M -$286K -496 -22%
KF
1711
KKM Financial
Illinois
$1.05M +$1.01M +1,755 New
KLCM
1712
KG&L Capital Management
Louisiana
$1.05M +$96.3K +167 +11%
HFA
1713
Harbert Fund Advisors
Alabama
$1.04M +$1.01M +1,750 New
CFP
1714
Catalyst Financial Partners
Massachusetts
$1.04M +$78.4K +136 +8%
AIM
1715
Aspen Investment Management
Michigan
$1.04M +$12.1K +21 +1%
UW
1716
Unique Wealth
Florida
$1.04M +$174K +301 +21%
TGAM
1717
TBH Global Asset Management
Tennessee
$1.04M -$15.6K -27 -2%
LGA
1718
Lebenthal Global Advisors
New York
$1.04M +$1M +1,736 New
BCFD
1719
Boit C.F. David
$1.03M +$490K +850 +89%
CWP
1720
Curated Wealth Partners
California
$1.03M +$61.7K +107 +7%
SIA
1721
Strategic Investment Advisors
Michigan
$1.03M -$77.3K -134 -7%
ECM
1722
ExodusPoint Capital Management
New York
$1.03M -$10.7M -18,548 -92%
BBNA
1723
Bremer Bank National Association
Minnesota
$1.03M -$126K -218 -11%
SFB
1724
STAR Financial Bank
Indiana
$1.02M +$115K +200 +13%
FAFN
1725
First Affirmative Financial Network
Colorado
$1.02M +$131K +227 +15%