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Name Holding Trade Value Shares
Change
Change in
Stake
ICP
1301
Interchange Capital Partners
Pennsylvania
$879K +$362K +2,146 +97%
AWAG
1302
ARS Wealth Advisors Group
Florida
$871K -$177K -1,047 -19%
GLR
1303
Great Lakes Retirement
Ohio
$865K +$52.9K +313 +8%
FCBT
1304
First Citizens Bank & Trust
North Carolina
$863K +$203K +1,204 +39%
CW
1305
CIC Wealth
Maryland
$860K -$6.92K -41 -0.9%
CWM
1306
Cornerstone Wealth Management
Missouri
$860K +$727K +4,305 New
BIP
1307
Blueprint Investment Partners
North Carolina
$860K +$727K +4,303 New
BL
1308
BFSG LLC
California
$859K +$726K +4,300 New
6F
1309
626 Financial
Michigan
$857K +$449K +2,659 +163%
IRC
1310
Investors Research Corp
Georgia
$856K -$12.8K -76 -2%
PL
1311
Plancorp LLC
Missouri
$850K +$45.3K +268 +7%
FCA
1312
FinTrust Capital Advisors
South Carolina
$850K
PIA
1313
Perennial Investment Advisors
California
$850K +$227K +1,344 +46%
SSWG
1314
Seven Springs Wealth Group
Tennessee
$849K +$20.3K +120 +3%
LC
1315
Lavaca Capital
Texas
$840K
AS
1316
AM Squared
Hong Kong
$839K -$422K -2,500 -37%
OWA
1317
Octavia Wealth Advisors
Ohio
$838K +$13K +77 +2%
CFG
1318
Cooper Financial Group
California
$836K +$129K +764 +22%
AWM
1319
Avitas Wealth Management
California
$835K +$144K +851 +26%
TYCC
1320
Texas Yale Capital Corp
Florida
$832K +$13.5K +80 +2%
HPC
1321
HM Payson & Co
Maine
$830K +$90.2K +534 +15%
HIP
1322
HUB Investment Partners
Texas
$830K +$701K +4,153 New
CWM
1323
Chemistry Wealth Management
New York
$827K +$150K +888 +27%
Tudor Investment Corp
1324
Tudor Investment Corp
Connecticut
$825K -$271K -1,603 -28%
FUBT
1325
First United Bank & Trust
Maryland
$824K -$36.3K -215 -5%