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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
1951
Crown Wealth Group
North Carolina
$657K -$19K -33 -3%
MWVC
1952
Morgens Waterfall Vintiadis & Co
New York
$656K -$2.83M -4,900 -82%
BCM
1953
Brasada Capital Management
Texas
$656K +$634K +1,100 New
NL
1954
NKCFO LLC
Illinois
$656K -$57.7K -100 -8%
OL
1955
Optas LLC
Texas
$655K -$109K -189 -15%
TW
1956
TrinityPoint Wealth
Connecticut
$654K +$18.5K +32 +3%
CIC
1957
Chase Investment Counsel
Virginia
$654K +$633K +1,097 New
PHIC
1958
Pine Haven Investment Counsel
Massachusetts
$653K
CAM
1959
Concorde Asset Management
Michigan
$653K +$18.5K +32 +3%
FP
1960
Fiduciary Planning
Florida
$649K -$411K -712 -40%
CFA
1961
Cahill Financial Advisors
Minnesota
$649K -$155K -268 -20%
OWM
1962
OneAscent Wealth Management
Alabama
$649K +$87.7K +152 +16%
CPA
1963
Cardiff Park Advisors
California
$648K
APWM
1964
Argonautica Private Wealth Management
Massachusetts
$647K +$1.73K +3 +0.3%
CWM
1965
Calamos Wealth Management
Illinois
$647K -$38.6K -67 -6%
NP
1966
Ninepoint Partners
Ontario, Canada
$646K +$625K +1,083 New
VEA
1967
Virtus ETF Advisers
New York
$645K -$204K -353 -25%
BIA
1968
Bigelow Investment Advisors
Maine
$644K -$2.88K -5 -0.5%
S
1969
Sunpointe
Missouri
$644K +$623K +1,080 New
RT
1970
Rockland Trust
Massachusetts
$644K -$15.6K -27 -2%
AFG
1971
Allegheny Financial Group
Pennsylvania
$644K +$44.4K +77 +8%
BBA
1972
Braun-Bostich & Associates
Pennsylvania
$643K +$333K +577 +115%
AWM
1973
Ameliora Wealth Management
Switzerland
$642K +$533K +924 +608%
FPAS
1974
Focus Partners Advisor Solutions
Missouri
$639K -$5.65M -9,794 -90%
AFPL
1975
Advus Financial Partners, LLC
Florida
$639K +$70.9K +123 +13%