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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1476
Regal Investment Advisors
Michigan
$731K +$20.9K +90 +3%
CWM
1477
C2C Wealth Management
Arizona
$730K
PCM
1478
Perritt Capital Management
Illinois
$723K +$66.1K +285 +10%
AIA
1479
Affinity Investment Advisors
California
$723K -$329K -1,419 -30%
OFG
1480
Oxford Financial Group
Indiana
$723K +$220K +949 +41%
CPSC
1481
Carl P. Sherr & Co
Massachusetts
$723K
PL
1482
Perpetual Ltd
Australia
$722K
AIM
1483
Alhambra Investment Management
Florida
$722K
MA
1484
MBA Advisors
Pennsylvania
$719K -$20.7K -89 -3%
HIC
1485
Hartline Investment Corp
Illinois
$715K +$56.8K +245 +8%
ATIA
1486
American Trust Investment Advisors
New Hampshire
$714K +$24.8K +107 +3%
CWP
1487
CFM Wealth Partners
Texas
$714K +$4.41K +19 +0.6%
PFBT
1488
Parkside Financial Bank & Trust
Missouri
$714K +$27.8K +120 +4%
MCM
1489
Mork Capital Management
California
$713K
HFG
1490
Heron Financial Group
New York
$712K
AWE
1491
Avidian Wealth Enterprises
Texas
$712K -$460K -1,984 -38%
RWA
1492
Redhawk Wealth Advisors
Minnesota
$710K -$180K -776 -20%
PAMG
1493
Patton Albertson Miller Group
Tennessee
$710K -$58.2K -251 -7%
SIP
1494
Scott Investment Partners
United Kingdom
$710K
TWM
1495
Tradition Wealth Management
Minnesota
$710K +$51.7K +223 +7%
CTA
1496
Colonial Trust Advisors
South Carolina
$708K +$464 +2 +0.1%
WB
1497
Webster Bank
Connecticut
$704K -$232 -1 -0%
KFA
1498
Kelleher Financial Advisors
New York
$702K +$3.02K +13 +0.4%
ACM
1499
Allred Capital Management
Texas
$698K +$14.4K +62 +2%
EIP
1500
Ellis Investment Partners
Pennsylvania
$698K +$11.8K +51 +2%