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Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1401
Meitav Investment House
Israel
$49.5K +$48.3K +261 New
HC
1402
Hoese & Co
Minnesota
$49.3K – – –
TFGT
1403
TS Financial Group (TSFG)
Illinois
$49K +$2.96K +16 +7%
SFG
1404
Steward Financial Group
Texas
$49K +$33.7K +182 +260%
VWM
1405
Valley Wealth Managers
New Jersey
$48.7K – – –
USB
1406
Union Savings Bank
Connecticut
$48.3K +$44.8K +242 New
EARNEST Partners
1407
EARNEST Partners
Georgia
$47.9K – – –
PGAM
1408
Princeton Global Asset Management
New Jersey
$47.2K – – –
FCA
1409
FinTrust Capital Advisors
South Carolina
$43.8K – – –
WIM
1410
Westside Investment Management
California
$43.2K – – –
SF
1411
Safeguard Financial
Wisconsin
$43K +$41.1K +222 New
HS
1412
Horan Securities
United States
$42.7K – – –
MTIC
1413
Missouri Trust & Investment Company
Missouri
$40.7K +$38.7K +209 New
CWM
1414
CarsonAllaria Wealth Management
Illinois
$40.3K +$185 +1 +0.5%
AWM
1415
Activest Wealth Management
Florida
$40.1K +$39.4K +213 +21,300%
KC
1416
Kepos Capital
New York
$39K +$36.9K +199 New
SFCL
1417
Strengthening Families & Communities LLC
Massachusetts
$39K +$37.4K +202 New
TIM
1418
Tortoise Investment Management
New York
$37.4K -$13.1K -71 -27%
SWM
1419
Sugarloaf Wealth Management
Georgia
$37.4K -$12.4K -67 -26%
CIA
1420
Cape Investment Advisory
Georgia
$37.2K +$1.67K +9 +5%
WBC
1421
West Branch Capital
Massachusetts
$36.3K +$10.9K +59 +46%
CMP
1422
Coston McIsaac & Partners
Maine
$36K +$185 +1 +0.5%
SIS
1423
Strategic Investment Solutions
Illinois
$35.5K – – –
SSG
1424
Summit Securities Group
New York
$34K +$32.6K +176 New
APC
1425
Aspire Private Capital
North Carolina
$33.2K -$678K -3,663 -96%