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Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
651
Castle Rock Wealth Management
California
$1.5M +$84.7K +302 +6%
HAG
652
HighPoint Advisor Group
Illinois
$1.5M -$108K -386 -7%
SAM
653
Smartleaf Asset Management
Massachusetts
$1.48M +$19.3K +69 +1%
MWC
654
MBM Wealth Consultants
Missouri
$1.47M +$116K +415 +8%
BST
655
Bath Savings Trust
Maine
$1.47M +$26.4K +94 +2%
DFCM
656
Dark Forest Capital Management
Puerto Rico
$1.46M -$1.05M -3,762 -41%
WT
657
Washington Trust
Rhode Island
$1.46M +$1.11M +3,962 +297%
KWA
658
Kingswood Wealth Advisors
California
$1.45M -$5.33K -19 -0.4%
CRB
659
Chad R. Baker
$1.45M
ATC
660
Argent Trust Co
Tennessee
$1.44M +$154K +549 +12%
FFM
661
Forum Financial Management
Illinois
$1.44M -$4.49K -16 -0.3%
MA
662
Mutual Advisors
Nebraska
$1.43M -$105K -376 -7%
MHC
663
Meyer Handelman Company
New York
$1.43M -$1.68M -5,982 -54%
JG
664
Jain Global
New York
$1.42M +$1.45M +5,162 New
LI
665
LRI Investments
Florida
$1.41M -$33.1K -118 -2%
SC
666
Syon Capital
California
$1.41M +$255K +909 +22%
PWG
667
Portside Wealth Group
Utah
$1.41M +$232K +829 +19%
CAG
668
Cypress Advisory Group
Arizona
$1.4M
GIC
669
Generali Investments CEE
Czech Republic
$1.4M
QCG
670
Quadrant Capital Group
Ohio
$1.4M -$768K -2,739 -35%
NG
671
Norden Group
Utah
$1.4M +$278K +990 +24%
KIM
672
Kestra Investment Management
Texas
$1.4M +$112K +398 +9%
CAM
673
Cidel Asset Management
Ontario, Canada
$1.4M +$130K +462 +10%
CA
674
Cannon Advisors
North Carolina
$1.39M -$202K -719 -12%
ECM
675
Everence Capital Management
Indiana
$1.39M +$1.41M +5,034 New