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Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
726
Marshall Financial Group (Maryland)
Maryland
$1.53M
S
727
SimplyRich
California
$1.52M
TPA
728
Trivium Point Advisory
Connecticut
$1.52M -$2.08M -2,901 -60%
CCFM
729
Clear Creek Financial Management
Washington
$1.52M +$110K +153 +9%
WMP
730
Wealth Management Partners
Arizona
$1.51M +$1.38M +1,925 New
WAM
731
Werlinich Asset Management
Connecticut
$1.51M -$60.3K -84 -4%
KWM
732
Kingsview Wealth Management
Oregon
$1.5M +$209K +291 +18%
TCWA
733
Turtle Creek Wealth Advisors
Texas
$1.5M +$1.35M +1,876 New
MA
734
Montag & Associates
Georgia
$1.5M -$50.2K -70 -4%
PCS
735
Personal CFO Solutions
New Jersey
$1.5M +$25.1K +35 +2%
HH
736
Hilltop Holdings
Texas
$1.49M +$128K +179 +11%
JSL
737
JT Stratford LLC
Georgia
$1.49M +$1M +1,397 +300%
HC
738
Henshaw Capital
Massachusetts
$1.49M -$319K -444 -19%
WSCM
739
Wellington Shields Capital Management
New York
$1.49M
PWPS
740
Pinnacle Wealth Planning Services
Ohio
$1.49M -$43.1K -60 -3%
MS
741
Maven Securities
Jersey
$1.47M +$1.32M +1,839 New
GIM
742
Gold Investment Management
Alberta, Canada
$1.46M +$404K +563 +44%
DT
743
Diversified Trust
Tennessee
$1.46M +$184K +257 +16%
SH
744
SLT Holdings
Arizona
$1.45M +$187K +260 +17%
TSS
745
Two Sigma Securities
New York
$1.45M -$42.3K -59 -3%
TSMHT
746
Thurston Springer Miller Herd & Titak
Indiana
$1.45M +$156K +217 +14%
SWM
747
Spire Wealth Management
Virginia
$1.45M -$5.74K -8 -0.4%
AI
748
Aperture Investors
New York
$1.45M +$1.3M +1,810 New
ATC
749
Argent Trust Co
Tennessee
$1.45M -$7.18K -10 -0.6%
TCPG
750
Trivant Custom Portfolio Group
California
$1.45M -$3.59K -5 -0.3%