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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1226
Fountainhead AM
New Jersey
$154K +$155K +455 New
LI
1227
Louisbourg Investments
New Brunswick, Canada
$145K +$120K +352 +451%
TM
1228
Torren Management
California
$145K +$146K +429 New
UFF
1229
USA Financial Formulas
Michigan
$144K -$500K -1,466 -77%
DCM
1230
Dorato Capital Management
Colorado
$142K +$139K +407 New
WTC
1231
WhitTier Trust Company
Nevada
$138K
UCB
1232
United Community Bank
South Carolina
$137K -$234K -686 -63%
CT
1233
Colonial Trust
South Carolina
$136K -$8.86K -26 -6%
CG
1234
Curat Global
New Hampshire
$135K
TC
1235
Truvestments Capital
Florida
$135K
RFP
1236
Root Financial Partners
California
$126K +$25.2K +74 +25%
OP
1237
ORG Partners
Indiana
$124K +$36.8K +108 +42%
MCM
1238
MV Capital Management
Maryland
$122K +$341 +1 +0.3%
AAG
1239
Armstrong Advisory Group
Massachusetts
$121K
ADL
1240
Asset Dedication LLC
California
$119K
EWM
1241
Evermay Wealth Management
Virginia
$118K
AUB
1242
Atlantic Union Bankshares
Virginia
$115K
JFA
1243
JNBA Financial Advisors
Minnesota
$114K +$1.7K +5 +1%
DSC
1244
Daytona Street Capital
Missouri
$112K +$13.6M +40,000 New
SWA
1245
SOA Wealth Advisors
New York
$110K
GWM
1246
Greenline Wealth Management
Florida
$109K +$110K +323 New
APW
1247
Acima Private Wealth
Virginia
$107K
PWAM
1248
Private Wealth Asset Management
Iowa
$106K
MA
1249
MCF Advisors
Kentucky
$102K +$10.2K +30 +11%
Cohen & Steers
1250
Cohen & Steers
New York
$101K