Name Holding Trade Value Shares
Change
Change in
Stake
CC
1326
Courier Capital
New York
$406K -$27.8K -100 -7%
SAM
1327
Strategy Asset Managers
California
$404K +$4.17K +15 +1%
NC
1328
Napatree Capital
Rhode Island
$404K +$27.5K +99 +8%
Walleye Capital
1329
Walleye Capital
New York
$403K -$1.29M -4,628 -78%
TWP
1330
Tyche Wealth Partners
Texas
$401K -$223K -802 -38%
RCM
1331
RMR Capital Management
California
$400K – – –
BW
1332
BostonPremier Wealth
Massachusetts
$400K +$368K +1,323 New
SIM
1333
Stratos Investment Management
Ohio
$399K +$38.6K +139 +12%
SWA
1334
SFMG Wealth Advisors
Texas
$398K +$12.8K +46 +4%
SA
1335
Strategic Advisors
New York
$397K – – –
PCH
1336
PGIM Custom Harvest
New Jersey
$396K -$1.39K -5 -0.4%
BWM
1337
BlackDiamond Wealth Management
New York
$396K -$110K -395 -22%
DCM
1338
DGS Capital Management
New Jersey
$394K +$556 +2 +0.2%
SFMG
1339
Sage Financial Management Group
Virginia
$393K – – –
DWM
1340
Drive Wealth Management
Utah
$391K -$7.22K -26 -2%
BG
1341
Bollard Group
Massachusetts
$390K – – –
VWWMG
1342
Vermillion & White Wealth Management Group
Pennsylvania
$385K +$105K +379 +42%
FFN
1343
Focus Financial Network
Minnesota
$385K +$113K +405 +47%
RG
1344
Renaissance Group
Kentucky
$383K -$11.7K -42 -3%
TAM
1345
Titleist Asset Management
Texas
$378K +$4.45K +16 +1%
WC
1346
Wynn Capital
Georgia
$378K – – –
CCA
1347
Childress Capital Advisors
Texas
$376K +$107K +385 +45%
NSB
1348
Norway Savings Bank
Maine
$375K -$13.9K -50 -4%
AT
1349
Arlington Trust
Alabama
$375K – – –
RSWM
1350
Robertson Stephens Wealth Management
California
$375K -$32.5K -117 -9%