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Name Holding Trade Value Shares
Change
Change in
Stake
TCG
1076
Transcendent Capital Group
Oklahoma
$680K +$552K +702 New
GCM
1077
Galibier Capital Management
Ontario, Canada
$678K – – –
HA
1078
Harbor Advisors
Florida
$678K – – –
DWM
1079
Defined Wealth Management
Oregon
$672K +$23.6K +30 +5%
IPAM
1080
Investment Partners Asset Management
New Jersey
$672K +$24.4K +31 +5%
LCGC
1081
Legacy Capital Group California
California
$671K -$244K -310 -31%
RWMG
1082
Redwood Wealth Management Group
New Jersey
$671K +$71.5K +91 +15%
NC
1083
NovaPoint Capital
Georgia
$670K +$544K +692 New
AWA
1084
Arete Wealth Advisors
Illinois
$668K +$116K +147 +27%
SI
1085
Severin Investments
Missouri
$666K +$29.9K +38 +6%
1C
1086
111 Capital
France
$660K +$786 +1 +0.1%
FWA
1087
FSM Wealth Advisors
Ohio
$660K +$83.3K +106 +18%
TW
1088
Traveka Wealth
California
$658K – – –
Massachusetts Financial Services
1089
Massachusetts Financial Services
Massachusetts
$658K -$458M -582,413 -100%
CFG
1090
Carr Financial Group
Massachusetts
$658K -$120K -153 -18%
FM
1091
Family Management
New York
$657K +$271K +345 +103%
NP
1092
NorthRock Partners
Minnesota
$656K +$66.8K +85 +14%
JWM
1093
JGP Wealth Management
Oregon
$655K +$20.4K +26 +4%
SW
1094
Simplicity Wealth
New Jersey
$654K -$207K -263 -28%
AWMM
1095
Aegis Wealth Management (Maryland)
Maryland
$653K – – –
Members Trust
1096
Members Trust
Florida
$652K +$529K +673 New
AHL
1097
Abel Hall LLC
Louisiana
$652K -$65.2K -83 -11%
NA
1098
Nautilus Advisors
California
$650K +$14.9K +19 +3%
SL
1099
Summitry LLC
California
$648K +$13.4K +17 +3%
KWM
1100
KFG Wealth Management
Indiana
$646K -$84.1K -107 -14%