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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Mosley Wealth Management
California
$606K +$215K +240 +39%
JWM
927
Jupiter Wealth Management
Colorado
$604K -$107K -120 -14%
HBT
928
Hills Bank & Trust
Iowa
$602K +$217K +243 +51%
SSW
929
Smith Shellnut Wilson
Mississippi
$602K +$35.8K +40 +6%
NAS
930
Nicolet Advisory Services
Wisconsin
$601K +$1.79K +2 +0.3%
DWM
931
Defined Wealth Management
Oregon
$601K +$10.7K +12 +2%
CWM
932
Cedar Wealth Management
California
$599K -$9.83K -11 -2%
CH
933
Cromwell Holdings
Wyoming
$598K – – –
PCM
934
Peregrine Capital Management
Minnesota
$594K – – –
JSL
935
JT Stratford LLC
Georgia
$586K +$59.9K +67 +11%
ACS
936
Archford Capital Strategies
Illinois
$585K -$3.58K -4 -0.6%
SMA
937
Seven Mile Advisory
New Jersey
$584K +$5.36K +6 +0.9%
HA
938
Harbor Advisors
Florida
$583K – – –
CCM
939
Campbell Capital Management
Florida
$583K +$179K +200 +40%
KA
940
Kerrisdale Advisers
Florida
$582K – – –
MLL
941
Moody Lynn & Lieberson
Massachusetts
$582K -$2.17M -2,429 -78%
BAM
942
Byrne Asset Management
New Jersey
$577K +$620K +693 New
NERM
943
New England Research & Management
Illinois
$577K -$391K -437 -39%
SMA
944
Sage Mountain Advisors
Georgia
$577K +$70.6K +79 +13%
VFA
945
Values First Advisors
Tennessee
$576K +$75.1K +84 +14%
MSAM
946
Moloney Securities Asset Management
Missouri
$565K +$11.6K +13 +2%
KWA
947
Kingswood Wealth Advisors
California
$564K +$207K +232 +52%
TSS
948
Two Sigma Securities
New York
$563K -$4.31M -4,824 -88%
FW
949
FullCircle Wealth
Texas
$561K +$708K +792 New
SWA
950
Stratos Wealth Advisors
Ohio
$559K +$355K +397 +145%