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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1851
Fiduciary Financial Group
California
$688K +$396K +1,342 +122%
EA
1852
Everpar Advisors
Oklahoma
$688K +$42.8K +145 +7%
PCM
1853
Perritt Capital Management
Illinois
$687K -$80.9K -274 -11%
MWA
1854
Midland Wealth Advisors
Illinois
$686K -$75.6K -256 -10%
RPWA
1855
Regent Peak Wealth Advisors
Georgia
$686K -$174K -589 -21%
LRIC
1856
Long Road Investment Counsel
Michigan
$685K
IWA
1857
Icon Wealth Advisors
Texas
$684K -$15.4K -52 -2%
WFA
1858
Wellspring Financial Advisors
Ohio
$684K -$122K -412 -16%
UB
1859
Umpqua Bank
Oregon
$684K -$6.79K -23 -1%
KWS
1860
Keystone Wealth Services
California
$682K +$1.18K +4 +0.2%
WF
1861
WinCap Financial
Massachusetts
$681K +$28.6K +97 +5%
LAM
1862
Lewis Asset Management
California
$678K +$74.1K +251 +13%
CCM
1863
Cohen Capital Management
California
$678K
SBIA
1864
Sheaff Brock Investment Advisors
Indiana
$677K +$71.2K +241 +12%
EGA
1865
E&G Advisors
Texas
$677K -$59.1K -200 -8%
WG
1866
Winton Group
United Kingdom
$676K +$641K +2,171 New
AI
1867
Accredited Investors
Minnesota
$674K +$10.9K +37 +2%
CWM
1868
Connecticut Wealth Management
Connecticut
$673K -$14.8K -50 -2%
BHIA
1869
Birch Hill Investment Advisors
Massachusetts
$673K +$34K +115 +6%
CWM
1870
Cornerstone Wealth Management
Missouri
$673K -$86.5K -293 -12%
CCFM
1871
Clear Creek Financial Management
Washington
$672K +$24.2K +82 +4%
SAM
1872
Secure Asset Management
Michigan
$672K -$26.9K -91 -4%
AWM
1873
Aviso Wealth Management
Washington
$672K -$32.5K -110 -5%
CHP
1874
Cable Hill Partners
Oregon
$671K -$89.8K -304 -12%
TFA
1875
Teamwork Financial Advisors
Texas
$671K -$9.43M -31,927 -94%