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Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
1226
Colton Groome Financial Advisors
North Carolina
$2M +$1.63M +5,546 +654%
NFC
1227
Northeast Financial Consultants
Connecticut
$2M -$103K -350 -5%
BWM
1228
BKM Wealth Management
Wisconsin
$1.99M +$129K +440 +7%
EM
1229
Excalibur Management
Massachusetts
$1.99M
JIC
1230
Joel Isaacson & Co
New York
$1.99M
BP
1231
BBR Partners
New York
$1.98M -$212K -723 -10%
MCM
1232
Manchester Capital Management
Vermont
$1.98M +$30.8K +105 +2%
BCM
1233
Brookmont Capital Management
Texas
$1.98M -$1.18M -4,016 -39%
ACM
1234
Advance Capital Management
Michigan
$1.97M
MGWM
1235
Marks Group Wealth Management
Minnesota
$1.97M -$365K -1,242 -16%
BCM
1236
Bridgeway Capital Management
Texas
$1.97M -$7.3M -24,850 -80%
ACS
1237
Archford Capital Strategies
Illinois
$1.97M +$19.4K +66 +1%
BAM
1238
Belpointe Asset Management
Nevada
$1.96M -$124K -422 -6%
ASBI
1239
American State Bank (Iowa)
Iowa
$1.96M -$23.8K -81 -1%
CIP
1240
Cornerstone Investment Partners
Georgia
$1.96M +$2.35K +8 +0.1%
AG
1241
Advocate Group
Minnesota
$1.95M -$78.7K -268 -4%
SF
1242
Slagle Financial
Illinois
$1.95M +$215K +731 +13%
CRI
1243
Commonwealth Retirement Investments
Virginia
$1.95M +$1.83M +6,244 New
SC
1244
Syon Capital
California
$1.95M +$222K +756 +14%
WDC
1245
Woodward Diversified Capital
California
$1.94M +$32.6K +111 +2%
SIAG
1246
Signet Investment Advisory Group
Rhode Island
$1.94M +$28.2K +96 +2%
HIA
1247
Harvest Investment Advisors
Florida
$1.94M -$40.2K -137 -2%
AIM
1248
Anchor Investment Management
South Carolina
$1.94M +$54.9K +187 +3%
AP
1249
Atwood & Palmer
Missouri
$1.94M +$13.8K +47 +0.8%
MIM
1250
Moseley Investment Management
Florida
$1.94M +$14.4K +49 +0.8%