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Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1001
Connecticut Capital Management Group
Connecticut
$377K +$353K +732 New
CFO
1002
Cambient Family Office
Michigan
$377K +$90.7K +188 +35%
CWG
1003
Cornerstone Wealth Group
North Carolina
$374K +$118K +245 +51%
PWA
1004
Prairie Wealth Advisors
Nebraska
$370K – – –
MPWT
1005
MassMutual Private Wealth & Trust
Connecticut
$369K +$46.8K +97 +16%
MWM
1006
Maridea Wealth Management
New York
$369K -$20.3K -42 -6%
PA
1007
PFW Advisors
Georgia
$369K -$18.8K -39 -5%
PI
1008
PFG Investments
New York
$366K +$2.41K +5 +0.7%
FOA
1009
Five Oceans Advisors
California
$363K -$1.45K -3 -0.4%
AWM
1010
Aprio Wealth Management
Georgia
$363K +$37.6K +78 +12%
BWM
1011
BAM Wealth Management
Colorado
$362K -$24.6K -51 -7%
CA
1012
Cullinan Associates
Kentucky
$361K -$295K -612 -47%
SICM
1013
Sustainable Insight Capital Management
New York
$361K -$280K -580 -45%
RWM
1014
Revisor Wealth Management
Ohio
$361K +$94.6K +196 +39%
WFI
1015
West Family Investments
California
$360K +$3.86K +8 +1%
ICA
1016
Infrastructure Capital Advisors
New York
$359K +$336K +697 New
BS
1017
Banco Santander
Spain
$358K +$40.5K +84 +14%
TFA
1018
Transamerica Financial Advisors
Florida
$358K -$95.1K -197 -22%
CAU
1019
Caxton Associates (UK)
$357K +$334K +692 New
HI
1020
Harbour Investments
Wisconsin
$356K +$23.6K +49 +8%
Two Sigma Investments
1021
Two Sigma Investments
New York
$356K +$333K +691 New
IIL
1022
Income Insurance Ltd
$354K – – –
AT
1023
American Trust
Kentucky
$353K -$9.65K -20 -3%
CAM
1024
Concorde Asset Management
Michigan
$350K -$3.86K -8 -1%
NIWA
1025
New Insight Wealth Advisors
California
$349K -$43K -89 -12%