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Name Holding Trade Value Shares
Change
Change in
Stake
FGA
676
Fortis Group Advisors
New Jersey
$222K -$170K -3,190 -52%
BMCM
677
Bryn Mawr Capital Management
Pennsylvania
$218K +$157K +2,933 New
RCG
678
Regatta Capital Group
California
$218K +$156K +2,932 New
PPC
679
Park Place Capital
Alabama
$217K -$854 -16 -0.5%
MIP
680
Marietta Investment Partners
Wisconsin
$216K +$155K +2,910 New
JG
681
Jain Global
New York
$214K +$154K +2,884 New
PCS
682
Personal CFO Solutions
New Jersey
$212K +$152K +2,856 New
LFG
683
Larson Financial Group
Missouri
$212K +$107K +2,000 +234%
SAM
684
Synergy Asset Management
Washington
$212K +$152K +2,852 New
FAFN
685
First Affirmative Financial Network
Colorado
$212K +$152K +2,850 New
PPH
686
Pure Portfolios Holdings
Oregon
$211K +$152K +2,844 New
WANY
687
Wealthspire Advisors (New York)
New York
$210K -$185K -3,471 -55%
SFG
688
SevenBridge Financial Group
Pennsylvania
$208K +$142K +2,658 New
AIM
689
Acropolis Investment Management
Missouri
$205K +$148K +2,767 New
AWM
690
Avior Wealth Management
Nebraska
$204K +$147K +2,754 New
Envestnet Portfolio Solutions
691
Envestnet Portfolio Solutions
Illinois
$202K +$145K +2,726 New
WWM
692
Whalen Wealth Management
Nevada
$202K -$130K -2,440 -47%
FCM
693
Fortis Capital Management
Washington
$201K +$145K +2,714 New
TCA
694
Transcend Capital Advisors
New Jersey
$201K +$144K +2,703 New
HCMT
695
Highland Capital Management (Tennessee)
Tennessee
$200K +$144K +2,700 New
BC
696
Bayforest Capital
United Kingdom
$191K +$62.9K +1,178 +85%
NB
697
NBT Bank
New York
$188K
USGIU
698
U.S. Global Investors (USGI)
Texas
$186K
SAM
699
S.A. Mason
Michigan
$173K -$97.4K -1,825 -44%
CH
700
Cromwell Holdings
Wyoming
$147K