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Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
826
Mach-1 Financial Group
Arkansas
$548K -$126K -261 -16%
TPW
827
Talon Private Wealth
Florida
$548K +$666K +1,377 New
MA
828
MONECO Advisors
Connecticut
$546K +$83.1K +172 +14%
EPW
829
Evolve Private Wealth
California
$546K +$30.9K +64 +5%
IWM
830
IHT Wealth Management
Illinois
$546K +$124K +257 +23%
JWCA
831
J.W. Cole Advisors
Florida
$544K -$544K -1,125 -45%
DOA
832
D'Orazio & Associates
Virginia
$541K -$59.5K -123 -8%
LAM
833
L2 Asset Management
Massachusetts
$539K +$44.5K +92 +7%
SAM
834
Strategy Asset Managers
California
$539K +$654K +1,354 New
SSWM
835
Sheets Smith Wealth Management
North Carolina
$532K -$506K -1,046 -44%
CA
836
Cullinan Associates
Kentucky
$522K
TCWA
837
Turtle Creek Wealth Advisors
Texas
$521K +$120K +248 +23%
FA
838
FDx Advisors
Illinois
$515K +$625K +1,293 New
SICM
839
Sustainable Insight Capital Management
New York
$509K +$58K +120 +10%
AF
840
Avanza Fonder
Sweden
$508K +$19.3K +40 +3%
DADC
841
D.A. Davidson & Co
Montana
$508K +$37.2K +77 +6%
CFG
842
Cooper Financial Group
California
$507K +$138K +286 +29%
PTC
843
Private Trust Company
Ohio
$506K -$58K -120 -9%
CGIM
844
Capital Group Investment Management
Singapore
$506K +$615K +1,272 New
FMI
845
Frec Markets Inc
California
$503K +$35.8K +74 +6%
Westfield Capital Management
846
Westfield Capital Management
Massachusetts
$501K -$11.6K -24 -2%
HAG
847
HighPoint Advisor Group
Illinois
$494K -$1.77M -3,669 -75%
PWS
848
Precision Wealth Strategies
Missouri
$492K -$301K -622 -33%
PPW
849
Parcion Private Wealth
Washington
$492K -$13.1K -27 -2%
SWM
850
SeaCrest Wealth Management
New York
$492K -$310K -641 -34%