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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
3351
Biltmore Wealth Management
Arizona
$1.02M -$51.3K -300 -5%
TVAMP
3352
Tennessee Valley Asset Management Partners
Tennessee
$1.01M +$10.3K +60 +1%
LWMM
3353
Legacy Wealth Management (Mississippi)
Mississippi
$1.01M -$27.4K -160 -3%
NCP
3354
NexWave Capital Partners
New York
$1.01M +$188K +1,100 +22%
RFO
3355
RiverGlades Family Offices
Florida
$1.01M +$17.1K +100 +2%
1IA
3356
1620 Investment Advisors
Massachusetts
$1M +$1.03M +6,020 New
DSCM
3357
Del-Sette Capital Management
New York
$1M +$1.03M +6,020 New
QT
3358
Quantamental Technologies
New York
$1M +$1.03M +6,020 New
CGH
3359
CMG Global Holdings
Texas
$1M +$51.3K +300 +5%
CI
3360
CAZ Investments
Texas
$1M
BDF
3361
Black Diamond Financial
Maryland
$1M +$418K +2,440 +69%
HFS
3362
Heritage Financial Services
Massachusetts
$1M +$1.03M +6,000 New
PCTC
3363
Perkins Coie Trust Company
Washington
$997K -$3.42K -20 -0.3%
CWA
3364
Consilio Wealth Advisors
Washington
$997K +$1.02M +5,980 New
OCM
3365
Orleans Capital Management
Louisiana
$994K +$103K +600 +11%
AAM
3366
Austin Asset Management
Texas
$994K +$1.02M +5,960 New
WAL
3367
W Advisors LLC
Tennessee
$991K +$1.02M +5,940 New
FA
3368
Fiducient Advisors
Illinois
$990K -$531K -3,100 -34%
DCM
3369
Driehaus Capital Management
Illinois
$990K
SCM
3370
Seascape Capital Management
New Hampshire
$990K +$71.9K +420 +8%
SFG
3371
Sunburst Financial Group
Alabama
$988K +$226K +1,320 +29%
OHU
3372
Odey Holdings (UK)
United Kingdom
$987K
GWM
3373
GSB Wealth Management
Connecticut
$987K +$329K +1,920 +48%
WPIC
3374
White Pine Investment Company
Michigan
$987K +$623K +3,640 +160%
MFA
3375
Morling Financial Advisors
California
$987K +$1.01M +5,920 New