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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
3176
Carter Financial Group
Illinois
$442K +$101K +961 +34%
CA
3177
Carson Advisory
Georgia
$441K -$34K -325 -8%
MWAM
3178
Manhattan West Asset Management
California
$441K -$1.93M -18,477 -83%
HFS
3179
Hopwood Financial Services
Virginia
$439K +$105 +1 +0%
PAA
3180
Peregrine Asset Advisers
Oregon
$438K -$185K -1,766 -32%
AWA
3181
Aletheian Wealth Advisors
Washington
$438K +$48.2K +461 +14%
AMCA
3182
Arthur M. Cohen & Associates
Illinois
$438K – – –
HA
3183
Hamel Associates
New Jersey
$437K – – –
SPW
3184
Stillwater Private Wealth
Pennsylvania
$437K -$12.9K -123 -3%
PMAM
3185
Picton Mahoney Asset Management
Ontario, Canada
$437K +$387K +3,697 +16,074%
CCM
3186
Connective Capital Management
California
$435K – – –
BCM
3187
Banyan Capital Management
Georgia
$435K – – –
CPW
3188
Cogent Private Wealth
Florida
$434K +$21.6K +207 +6%
OCM
3189
Outlook Capital Management
Illinois
$434K +$386K +3,693 New
AW
3190
Alchemi Wealth
Connecticut
$433K -$36.6K -350 -9%
HWM
3191
Horizon Wealth Management
Illinois
$432K +$3.35K +32 +0.9%
TCG
3192
Transcendent Capital Group
Oklahoma
$432K – – –
CRI
3193
Colonial River Investments
Virginia
$431K +$1.46K +14 +0.4%
HPC
3194
Hobart Private Capital
North Carolina
$431K +$42.1K +403 +12%
TW
3195
Towerpoint Wealth
California
$430K +$383K +3,660 New
JF
3196
JSF Financial
California
$430K -$18.3K -175 -5%
DMC
3197
Drexel Morgan & Co
Pennsylvania
$429K – – –
VPW
3198
Vaquero Private Wealth
Texas
$428K +$382K +3,648 New
BWS
3199
Buck Wealth Strategies
Colorado
$428K -$54.9K -525 -13%
DQRIM
3200
Dale Q Rice Investment Management
Washington
$426K – – –