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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
2551
Coastal Bridge Advisors
Connecticut
$638K – – –
MSCM
2552
McElhenny Sheffield Capital Management
Texas
$635K -$3.98K -26 -0.6%
BDF
2553
Black Diamond Financial
Maryland
$634K +$375K +2,452 +127%
NRW
2554
Nova R Wealth
Kansas
$634K +$14.8K +97 +2%
AWM
2555
Atticus Wealth Management
Florida
$633K – – –
HA
2556
Harbor Advisors
Florida
$633K – – –
Penserra Capital Management
2557
Penserra Capital Management
California
$633K +$648K +4,232 +2,821%
AA
2558
AF Advisors
California
$633K – – –
TWA
2559
Talisman Wealth Advisors
New Jersey
$632K -$11.6K -76 -2%
MWM
2560
Maripau Wealth Management
Indiana
$632K +$668K +4,365 New
CFGW
2561
Chancellor Financial Group WB
Pennsylvania
$632K +$668K +4,362 New
MCM
2562
McRae Capital Management
New Jersey
$629K +$10.9K +71 +2%
FNBSF
2563
First National Bank Sioux Falls
South Dakota
$629K -$459 -3 -0.1%
JFA
2564
JNBA Financial Advisors
Minnesota
$629K +$12.2K +80 +2%
VIPI
2565
Vista Investment Partners II
Indiana
$628K +$664K +4,338 New
CCIA
2566
Cherry Creek Investment Advisors
Colorado
$628K -$16.7K -109 -2%
MSWM
2567
McGlone Suttner Wealth Management
Wisconsin
$628K -$258K -1,688 -28%
CPW
2568
Crestmont Private Wealth
Texas
$628K – – –
BFG
2569
Berger Financial Group
Minnesota
$627K -$17.1K -112 -3%
GJIA
2570
Glass Jacobson Investment Advisors
Maryland
$626K +$7.96K +52 +1%
FWM
2571
FMB Wealth Management
California
$626K -$3.06K -20 -0.5%
SFG
2572
Shum Financial Group
California
$626K +$11K +72 +2%
RFG
2573
RFP Financial Group
Georgia
$625K -$724K -4,728 -52%
ARG
2574
Advisory Resource Group
Oklahoma
$625K +$6.58K +43 +1%
CCM
2575
Carderock Capital Management
Maryland
$624K – – –