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Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
501
Motley Fool Asset Management
Virginia
$999K -$45.2K -160 -4%
IC
502
IEQ Capital
California
$989K +$78.5K +278 +8%
MWM
503
Massachusetts Wealth Management
Massachusetts
$989K +$960K +3,400 New
SC
504
Scotia Capital
Ontario, Canada
$974K +$993K +3,516 New
EFM
505
E Fund Management
China
$972K -$319K -1,128 -24%
FFN
506
Focus Financial Network
Minnesota
$968K +$8.76K +31 +0.9%
SCP
507
Seizert Capital Partners
Michigan
$967K +$987K +3,493 New
SIA
508
SkyView Investment Advisors
New Jersey
$965K -$57.3K -203 -6%
API
509
Advisor Partners II
California
$956K +$215K +761 +28%
HI
510
Horizon Investments
North Carolina
$951K -$952K -3,371 -50%
AWE
511
Avidian Wealth Enterprises
Texas
$939K -$149K -528 -13%
Fifth Third Bancorp
512
Fifth Third Bancorp
Ohio
$932K +$108K +384 +13%
SWS
513
SYSTM Wealth Solutions
Illinois
$931K +$950K +3,363 New
MFS
514
Monetta Financial Services
Illinois
$914K
BAM
515
Belpointe Asset Management
Nevada
$913K -$56.5K -200 -6%
QT
516
Quantamental Technologies
New York
$906K +$551K +1,950 +148%
TBWA
517
Three Bridge Wealth Advisors
California
$902K -$219K -774 -19%
TCA
518
Transcend Capital Advisors
New Jersey
$899K -$169K -600 -16%
FIM
519
Freedom Investment Management
Connecticut
$890K +$142K +501 +18%
PCA
520
Pallas Capital Advisors
Massachusetts
$874K +$1.13K +4 +0.1%
SIP
521
Scott Investment Partners
United Kingdom
$858K
BTWM
522
Baker Tilly Wealth Management
Wisconsin
$857K +$5.08K +18 +0.6%
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$857K -$125K -441 -12%
AGP
524
Autumn Glory Partners
Texas
$847K -$232K -823 -21%
NFC
525
Northeast Financial Consultants
Connecticut
$842K -$68.1K -241 -7%