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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
501
KRS Capital Management
Michigan
$236K +$181K +1,459 New
CS
502
Crescent Sterling
Louisiana
$234K +$180K +1,448 New
WHC
503
Wulff, Hansen & Co
California
$232K +$178K +1,435 New
SMH
504
Sanders Morris Harris
Texas
$229K +$176K +1,417 New
CPC
505
Congress Park Capital
New York
$229K +$176K +1,415 New
BF
506
bLong Financial
Tennessee
$228K +$175K +1,410 New
CA
507
Claro Advisors
Massachusetts
$228K +$175K +1,409 New
CCG
508
Capital CS Group
California
$226K +$174K +1,400 New
FNBT
509
FineMark National Bank & Trust
Florida
$226K +$173K +1,396 New
SW
510
SteelPeak Wealth
California
$218K +$167K +1,348 New
KHCM
511
Kirtland Hills Capital Management
Ohio
$217K +$167K +1,344 New
TSS
512
Two Sigma Securities
New York
$217K -$323K -2,601 -66%
CIC
513
Carnegie Investment Counsel
Ohio
$216K +$166K +1,334 New
SAF
514
Smith Anglin Financial
Texas
$215K +$165K +1,329 New
VFG
515
Victory Financial Group
Texas
$213K +$164K +1,318 New
FFM
516
Forum Financial Management
Illinois
$212K +$163K +1,311 New
VIA
517
Victrix Investment Advisors
Florida
$211K +$162K +1,306 New
JCFM
518
JBR Co Financial Management
Oklahoma
$211K -$79.8K -643 -33%
WANY
519
Wealthspire Advisors (New York)
New York
$211K +$162K +1,305 New
TCA
520
Transcend Capital Advisors
New Jersey
$209K +$160K +1,290 New
CIBC Private Wealth Group
521
CIBC Private Wealth Group
Georgia
$207K +$124K +1,000 +358%
LJAC
522
L.J. Altfest & Co
New York
$206K +$158K +1,273 New
AEPWM
523
Atlantic Edge Private Wealth Management
Florida
$202K
WSFS
524
Wilmington Savings Fund Society
Delaware
$197K -$745 -6 -0.5%
MWM
525
Mission Wealth Management
California
$196K -$2.49M -20,087 -94%