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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2076
Sovarnum Capital
New York
$4.82M +$332K +2,000 +8%
KC
2077
Kingfisher Capital
North Carolina
$4.81M +$103K +620 +2%
JWM
2078
Jeppson Wealth Management
California
$4.79M -$26.6K -160 -0.6%
FMN
2079
Financial Management Network
California
$4.79M +$269K +1,620 +6%
SIM
2080
Sterling Investment Management
Arizona
$4.77M -$56.5K -340 -1%
BSI
2081
Bennett Selby Investments
Maine
$4.76M +$266K +1,600 +6%
IAS
2082
IMA Advisory Services
Colorado
$4.74M -$46.5K -280 -1%
CH
2083
Canton Hathaway
Rhode Island
$4.72M +$6.65K +40 +0.1%
SWM
2084
Segment Wealth Management
Texas
$4.71M +$19.9K +120 +0.4%
SC
2085
Shay Capital
New York
$4.71M +$894K +5,380 +24%
GC
2086
Gratus Capital
Georgia
$4.7M -$156K -940 -3%
WWM
2087
WT Wealth Management
Arizona
$4.7M -$326K -1,960 -7%
RCM
2088
Regency Capital Management
Hawaii
$4.7M +$1.55M +9,300 +52%
EN1L
2089
Engine No 1 LLC
California
$4.69M +$4.53M +27,280 New
PIMG
2090
Patriot Investment Management Group
Tennessee
$4.69M +$203K +1,220 +5%
CFA
2091
Capstone Financial Advisors
Illinois
$4.67M -$266K -1,600 -6%
OCM
2092
One Capital Management
California
$4.66M +$914K +5,500 +25%
CBA
2093
Coastal Bridge Advisors
Connecticut
$4.65M +$1.86M +11,180 +71%
CAG
2094
Csenge Advisory Group
Florida
$4.65M +$253K +1,520 +6%
WCAMG
2095
Woodard & Company Asset Management Group
North Carolina
$4.63M -$19.9K -120 -0.4%
CPA
2096
Clear Perspective Advisors
Illinois
$4.6M +$695K +4,180 +19%
JFGLC
2097
Johnson Financial Group LLC (Colorado)
Colorado
$4.6M +$904K +5,440 +26%
CI
2098
CX Institutional
Indiana
$4.58M +$309K +1,860 +8%
SC
2099
Saybrook Capital
North Carolina
$4.58M +$246K +1,480 +6%
PRC
2100
Pearl River Capital
Michigan
$4.58M +$76.5K +460 +2%