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Name Holding Trade Value Shares
Change
Change in
Stake
CW
2301
CIC Wealth
Maryland
$352K -$1.15K -2 -0.3%
RVPG
2302
Relative Value Partners Group
$352K -$1.15K -2 -0.3%
LFM
2303
LGT Fund Management
Liechtenstein
$351K -$46.1K -80 -12%
PAM
2304
Palisade Asset Management
Minnesota
$351K
MIG
2305
McGuire Investment Group
Rhode Island
$350K
SCM
2306
Saxony Capital Management
Missouri
$350K +$338K +586 New
VIM
2307
Vista Investment Management
Pennsylvania
$348K
JIP
2308
Jaffetilchin Investment Partners
Florida
$348K +$16.7K +29 +5%
QPWM
2309
Quadrant Private Wealth Management
Pennsylvania
$346K
DI
2310
DAGCO Inc
Ohio
$346K -$2.52M -4,375 -88%
DWS
2311
Dynamic Wealth Strategies
California
$346K +$335K +580 New
PNAA
2312
Pictet North America Advisors
Switzerland
$344K +$9.23K +16 +3%
CMS
2313
Capital Market Strategies
Florida
$344K +$28.8K +50 +10%
MGAM
2314
McGowan Group Asset Management
Texas
$343K
BFG
2315
Beacon Financial Group
Texas
$343K +$332K +575 New
FFA
2316
Frazier Financial Advisors
Ohio
$341K +$329K +571 New
CCB
2317
Cutter & Co Brokerage
Missouri
$341K +$49K +85 +17%
SRC
2318
Sage Rhino Capital
California
$339K -$156K -271 -32%
SC
2319
Soundwatch Capital
Connecticut
$339K -$66.3K -115 -17%
SW
2320
SMART Wealth
Nebraska
$338K +$92.9K +161 +40%
ETCM
2321
Evolutionary Tree Capital Management
Virginia
$337K
KWM
2322
Keebeck Wealth Management
Illinois
$336K +$55.4K +96 +21%
RBC
2323
Romano Brothers & Co
Illinois
$335K -$78.4K -136 -19%
SAM
2324
Secure Asset Management
Michigan
$335K +$18.5K +32 +6%
HB
2325
HTLF Bank
Colorado
$335K +$324K +561 New