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Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
876
Campbell & Co Investment Adviser
Maryland
$315K +$307K +100 New
PAS
877
Professional Advisory Services
Florida
$315K
EFS
878
Essex Financial Services
Connecticut
$314K +$3.07K +1 +1%
MC
879
Moors & Cabot
Massachusetts
$312K +$12.3K +4 +4%
OWA
880
One Wealth Advisors
California
$309K +$3.07K +1 +1%
BJL
881
Brighton Jones LLC
Washington
$307K -$12.3K -4 -4%
BFG
882
Berger Financial Group
Minnesota
$306K -$36.8K -12 -11%
SWM
883
Seed Wealth Management
Illinois
$306K
AWM
884
Aprio Wealth Management
Georgia
$306K +$3.07K +1 +1%
MWA
885
Meridian Wealth Advisors
Texas
$302K +$49.1K +16 +20%
CW
886
Code Waechter
Florida
$302K +$295K +96 New
PWM
887
Perigon Wealth Management
California
$299K +$15.4K +5 +6%
WC
888
Wexford Capital
Florida
$299K -$120K -39 -29%
FPFS
889
First Personal Financial Services
North Carolina
$299K
IWA
890
IVC Wealth Advisors
Pennsylvania
$299K +$12.3K +4 +4%
BFM
891
Boothbay Fund Management
New York
$296K -$6.58M -2,144 -96%
APWM
892
Argonautica Private Wealth Management
Massachusetts
$296K
CCA
893
Childress Capital Advisors
Texas
$296K +$9.21K +3 +3%
CPIG
894
Chicago Partners Investment Group
Illinois
$294K +$9.21K +3 +3%
FLPIM
895
F.L. Putnam Investment Management
Massachusetts
$293K -$3.07K -1 -1%
LWM
896
LongView Wealth Management
Georgia
$293K
CCWM
897
Cassaday & Co Wealth Management
Virginia
$293K +$30.7K +10 +12%
PHAM
898
Palisades Hudson Asset Management
Florida
$290K -$24.6K -8 -8%
LC
899
Lindbrook Capital
California
$290K -$6.14K -2 -2%
WPWM
900
Western Pacific Wealth Management
Illinois
$290K