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Name Holding Trade Value Shares
Change
Change in
Stake
OTL
1301
Oak Thistle LLC
New York
$892K +$496K +12,669 +125%
HI
1302
Harbour Investments
Wisconsin
$892K -$25.1K -641 -3%
TPI
1303
Trust Point Inc
Wisconsin
$892K -$153K -3,906 -15%
BFM
1304
Boothbay Fund Management
New York
$891K +$457K +11,676 +105%
PWG
1305
Portside Wealth Group
Utah
$891K -$103K -2,622 -10%
SMA
1306
Sage Mountain Advisors
Georgia
$889K +$87.1K +2,226 +11%
MA
1307
MCF Advisors
Kentucky
$887K +$28.3K +722 +3%
PMA
1308
Prudent Man Advisors
Illinois
$885K +$35.9K +918 +4%
AOWM
1309
Alpha Omega Wealth Management
Virginia
$879K -$83.1K -2,124 -9%
DWM
1310
Defined Wealth Management
Oregon
$878K +$5.36K +137 +0.6%
CAS
1311
CTC Alternative Strategies
Illinois
$877K +$877K +22,400 New
CRI
1312
Colonial River Investments
Virginia
$876K +$29.5K +755 +3%
KIG
1313
Kennedy Investment Group
New Jersey
$871K +$4.74K +121 +0.5%
ECAM
1314
East Coast Asset Management
Massachusetts
$866K -$29.7K -759 -3%
FMWA
1315
Forvis Mazars Wealth Advisors
Missouri
$865K -$75.5K -1,929 -8%
AWM
1316
Avior Wealth Management
Nebraska
$865K -$167K -4,261 -16%
SCM
1317
Semanteon Capital Management
Massachusetts
$864K +$863K +22,066 New
CC
1318
Chicago Capital
Illinois
$863K +$195K +4,978 +29%
GA
1319
Geller Advisors
New York
$862K -$72.3K -1,847 -8%
HVIA
1320
Hudson Valley Investment Advisors
New York
$862K +$83.3K +2,129 +12%
CGL
1321
Clarius Group LLC
Washington
$862K -$78.7K -2,011 -8%
HFP
1322
Holistic Financial Partners
Indiana
$861K -$97.6K -2,494 -10%
AWCI
1323
Alpine Woods Capital Investors
New York
$859K -$430 -11 -0.1%
MHC
1324
Meyer Handelman Company
New York
$856K -$91.8K -2,346 -10%
KJWM
1325
Kiley Juergens Wealth Management
Washington
$852K -$66K -1,687 -7%