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Name Holding Trade Value Shares
Change
Change in
Stake
ECG
1201
Edge Capital Group
Georgia
$321K +$21.1K +22 +8%
OWA
1202
Opal Wealth Advisors
New York
$320K -$54.8K -57 -15%
GGS
1203
Galvin Gaustad & Stein
Arizona
$320K -$47.1K -49 -14%
KCM
1204
Kathmere Capital Management
Pennsylvania
$318K +$64.4K +67 +27%
CWG
1205
Crown Wealth Group
North Carolina
$318K +$299K +311 New
TAM
1206
Townsend Asset Management
North Carolina
$317K
GCM
1207
Gallacher Capital Management
Colorado
$316K -$81.7K -85 -22%
WPWM
1208
Western Pacific Wealth Management
Illinois
$315K +$58.6K +61 +25%
AAM
1209
Aureus Asset Management
Massachusetts
$313K -$66.3K -69 -18%
CWM
1210
Centric Wealth Management
Illinois
$313K
CRC
1211
Curi RMB Capital
Illinois
$312K +$293K +305 New
BA
1212
Bluesphere Advisors
Pennsylvania
$312K +$293K +305 New
AB
1213
Atlas Brown
Kentucky
$308K
SGK
1214
Steigerwald Gordon & Koch
Virginia
$308K +$43.3K +45 +18%
SWP
1215
Strategic Wealth Partners
Ohio
$308K +$85.6K +89 +42%
CA
1216
Cullinan Associates
Kentucky
$307K -$2.21M -2,300 -88%
TNA
1217
True North Advisors
Texas
$307K -$29.8K -31 -9%
BCFD
1218
Boit C.F. David
$307K
CT
1219
Chicago Trust
Illinois
$307K
PCC
1220
Park Circle Company
Maryland
$307K +$288K +300 New
FG
1221
Foster Group
Iowa
$306K +$2.88K +3 +1%
BP
1222
BBR Partners
New York
$305K
GFA
1223
Gallagher Fiduciary Advisors
Illinois
$305K +$286K +298 New
GIA
1224
Gladstone Institutional Advisory
Florida
$303K +$285K +296 New
TA
1225
Tectonic Advisors
Texas
$303K