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Name Holding Trade Value Shares
Change
Change in
Stake
APP
1201
Avantax Planning Partners
Iowa
$887K +$204K +1,048 +30%
FAIM
1202
Financial Advocates Investment Management
Washington
$878K -$424K -2,171 -32%
SS
1203
Simplicity Solutions
Minnesota
$873K -$1.08M -5,551 -55%
MF
1204
Manchester Financial
California
$873K +$875K +4,483 New
DAM
1205
Doheny Asset Management
California
$859K -$421K -2,160 -33%
OCG
1206
Opus Capital Group
Ohio
$857K -$27.3K -140 -3%
MMHP
1207
Murphy Middleton Hinkle & Parker
Georgia
$852K -$8.39K -43 -1%
SFSG
1208
Stearns Financial Services Group
North Carolina
$852K -$1.56K -8 -0.2%
BOPW
1209
Brandywine Oak Private Wealth
Pennsylvania
$852K +$855K +4,380 New
CQS
1210
Credential Qtrade Securities
$852K +$412K +2,112 +93%
HCM
1211
HMS Capital Management
Tennessee
$851K +$853K +4,371 New
BWL
1212
Bogart Wealth LLC
Virginia
$849K +$48.2K +247 +6%
HFM
1213
Harvest Fund Management
China
$849K +$73.5K +377 +9%
FIB
1214
First Interstate Bank
Montana
$848K +$116K +593 +16%
PCMC
1215
Paragon Capital Management (Colorado)
Colorado
$842K -$2.15K -11 -0.3%
BMC
1216
Beaton Management Company
Massachusetts
$841K
FBFS
1217
First Business Financial Services
Wisconsin
$838K -$44.5K -228 -5%
CCMD
1218
Cypress Capital Management (Delaware)
Delaware
$837K +$6.83K +35 +0.8%
EWM
1219
Empirical Wealth Management
Washington
$832K +$146K +747 +21%
ACM
1220
Alethea Capital Management
Washington
$830K +$325K +1,664 +64%
ACM
1221
AlphaStar Capital Management
North Carolina
$828K -$67.1K -344 -7%
FDS
1222
Freedom Day Solutions
Texas
$826K +$582K +2,982 +236%
WA
1223
WP Advisors
California
$824K -$14.8K -76 -2%
MPPLM
1224
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$824K -$8.19K -42 -1%
HA
1225
Hamel Associates
New Jersey
$822K +$9.76K +50 +1%