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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
876
Clear Harbor Asset Management
Connecticut
$896K +$77.5K +500 +10%
MWM
877
Meridian Wealth Management
Kentucky
$889K +$211K +1,363 +32%
SWM
878
SeaCrest Wealth Management
New York
$882K -$7.59K -49 -0.9%
JWS
879
Juncture Wealth Strategies
Arizona
$881K -$221K -1,426 -20%
HSA
880
HBK Sorce Advisory
Pennsylvania
$878K +$465 +3 +0.1%
CCIA
881
Campbell & Co Investment Adviser
Maryland
$875K +$856K +5,524 New
CCMW
882
Cypress Capital Management (Wyoming)
Wyoming
$873K +$3.72K +24 +0.4%
SWMG
883
Strategic Wealth Management Group
Maryland
$870K -$1.86K -12 -0.2%
WPP
884
Whalerock Point Partners
Rhode Island
$870K +$316K +2,040 +59%
RBFC
885
Roman Butler Fullerton & Co
Missouri
$866K
HWA
886
HCR Wealth Advisors
California
$865K +$1.07M +6,881 +273%
O
887
Ossiam
France
$861K +$186K +1,197 +28%
HI
888
HBK Investments
Texas
$849K +$831K +5,359 New
ALAM
889
Asahi Life Asset Management
Japan
$847K -$44.9K -290 -5%
SG
890
Swarthmore Group
Pennsylvania
$839K -$8.73M -56,300 -91%
MOS
891
MGO One Seven
Ohio
$838K +$310K +2,003 +61%
SJIM
892
St. Johns Investment Management
Florida
$835K +$89.4K +577 +12%
CBT
893
Capital Bank & Trust
California
$834K -$215K -1,388 -21%
NWS
894
Newport Wealth Strategies
California
$828K +$319K +2,060 +68%
IIA
895
IPG Investment Advisors
California
$812K +$795K +5,130 New
Connor, Clark & Lunn Investment Management (CC&L)
896
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$812K +$794K +5,125 New
AW
897
ACG Wealth
Georgia
$811K +$118K +762 +17%
Lido Advisors
898
Lido Advisors
California
$811K +$157K +1,011 +25%
BCWM
899
Blue Chip Wealth Management
Florida
$809K +$38.7K +250 +5%
1WA
900
180 Wealth Advisors
Washington
$804K -$78.7K -508 -9%