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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
701
Pingora Partners
Wyoming
$1.68M -$865 -5 -0.1%
LFA
702
Legacy Financial Advisors
Kentucky
$1.67M -$199K -1,152 -11%
CM
703
Caption Management
Oklahoma
$1.67M +$1.7M +9,800 New
IC
704
IEQ Capital
California
$1.66M +$77.4K +447 +5%
EWM
705
Evercore Wealth Management
New York
$1.66M +$10.4K +60 +0.6%
ATPW
706
Ashton Thomas Private Wealth
Arizona
$1.66M +$296K +1,710 +21%
FDP
707
Financiere des Professionnels
Quebec, Canada
$1.65M -$69.6K -402 -4%
ATS
708
Ashton Thomas Securities
New York
$1.65M -$40.8K -236 -2%
MAS
709
Meeder Advisory Services
Ohio
$1.65M +$52.6K +304 +3%
SCM
710
SOL Capital Management
Maryland
$1.64M +$26K +150 +2%
WE
711
Wealth Effects
Massachusetts
$1.64M +$27.7K +160 +2%
AC
712
Apella Capital
Connecticut
$1.64M +$264K +1,524 +18%
WPC
713
White Pine Capital
Minnesota
$1.64M +$13.3K +77 +0.8%
EW
714
Evoke Wealth
California
$1.63M +$43.1K +249 +3%
DI
715
Diligent Investors
California
$1.63M – – –
CC
716
Chicago Capital
Illinois
$1.63M +$830K +4,793 +101%
TLCM
717
Twin Lakes Capital Management
California
$1.62M -$72K -416 -4%
CA
718
Clearstead Advisors
Ohio
$1.62M +$15.8K +91 +1%
CFO
719
Callan Family Office
Pennsylvania
$1.61M +$771K +4,457 +89%
PFA
720
Pure Financial Advisors
California
$1.61M +$491K +2,837 +43%
GWM
721
Gibbs Wealth Management
Georgia
$1.61M +$333K +1,922 +26%
GWM
722
Geneos Wealth Management
Colorado
$1.6M +$647K +3,739 +66%
MFS
723
Madrona Financial Services
Washington
$1.6M -$72.9K -421 -4%
EI
724
Ethic Inc
New York
$1.6M +$147K +849 +10%
CG
725
Caprock Group
Idaho
$1.6M -$72.3K -418 -4%
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