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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1126
Mitchell McLeod Pugh & Williams
Alabama
$937K +$126K +3,374 +12%
SAM
1127
Synergy Asset Management
Washington
$934K +$915K +24,464 +331%
OHWP
1128
Oak Harbor Wealth Partners
North Carolina
$932K +$127K +3,389 +12%
QCG
1129
Quadrant Capital Group
Ohio
$927K -$102K -2,729 -8%
QI
1130
Qtron Investments
Massachusetts
$924K – – –
AIIMS
1131
Analyst IMS Investment Management Services
Israel
$923K -$953K -25,482 -46%
BIAS
1132
Beacon Investment Advisory Services
New Jersey
$920K +$17.2K +459 +1%
HPM
1133
Hudson Portfolio Management
New York
$918K +$24.3K +650 +2%
MHS
1134
M Holdings Securities
Oregon
$917K -$16.2K -434 -1%
NB
1135
Nicolet Bankshares
Wisconsin
$913K -$66.8K -1,786 -5%
PCS
1136
Personal CFO Solutions
New Jersey
$912K -$30.4K -812 -3%
BWA
1137
Brave Warrior Advisors
New York
$912K – – –
LAI
1138
Legal Advantage Investments
California
$909K +$74.8K +2,000 +7%
SIM
1139
Sentry Investment Management
Wisconsin
$908K – – –
CCM
1140
Chiron Capital Management
Florida
$908K +$217K +5,800 +23%
KJWM
1141
Kiley Juergens Wealth Management
Washington
$907K -$58.2K -1,556 -5%
RWB
1142
RMR Wealth Builders
New Jersey
$907K -$3.1K -83 -0.3%
AWP
1143
Accretive Wealth Partners
New Jersey
$905K +$3.1K +83 +0.3%
CC
1144
Constitution Capital
Connecticut
$904K -$1.15M -30,800 -50%
CAG
1145
Csenge Advisory Group
Florida
$901K -$228K -6,087 -17%
MC
1146
Martin & Co
Tennessee
$901K +$28.6K +764 +3%
EGA
1147
E&G Advisors
Texas
$899K -$59.8K -1,600 -5%
DBIA
1148
Dumont & Blake Investment Advisors
New Jersey
$899K -$1.46K -39 -0.1%
GSWM
1149
Greenup Street Wealth Management
Michigan
$898K -$20.6K -550 -2%
SJIA
1150
St. James Investment Advisors
New York
$894K +$150K +4,016 +15%