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Name Holding Trade Value Shares
Change
Change in
Stake
CFGW
2426
Chancellor Financial Group WB
Pennsylvania
$697K +$86.4K +613 +14%
TCM
2427
Thoma Capital Management
Maryland
$696K +$18K +128 +3%
SFP
2428
Shepherd Financial Partners
Massachusetts
$696K +$13.1K +93 +2%
BFG
2429
Birch Financial Group
New Hampshire
$694K +$13.7K +97 +2%
TSW
2430
Three Seasons Wealth
Utah
$694K +$31.2K +221 +5%
HIA
2431
HTG Investment Advisors
Connecticut
$693K +$1.55K +11 +0.2%
BA
2432
Ballast Advisors
Minnesota
$691K -$218K -1,548 -24%
CWIG
2433
Chung Wu Investment Group
Texas
$690K +$271K +1,920 +66%
SAM
2434
Summit Asset Management
Tennessee
$688K +$42.3K +300 +7%
AP
2435
Atwood & Palmer
Missouri
$688K -$14.1K -100 -2%
CCA
2436
Cottonwood Capital Advisors
Utah
$687K +$1.55K +11 +0.2%
MUFG Securities EMEA
2437
MUFG Securities EMEA
United Kingdom
$687K +$677K +4,799 New
JHP
2438
James Hambro & Partners
United Kingdom
$687K – – –
Walleye Capital
2439
Walleye Capital
New York
$686K +$438K +3,110 +185%
TWP
2440
Tempus Wealth Planning
California
$686K -$35.8K -254 -5%
PWM
2441
Purus Wealth Management
California
$685K +$134K +953 +25%
CF
2442
Clarity Financial
Texas
$684K +$77.5K +550 +13%
AAI
2443
American Assets Inc
California
$684K – – –
SAMT
2444
Select Asset Management & Trust
Pennsylvania
$683K +$19.7K +140 +3%
RE
2445
Rydar Equities
Texas
$680K +$670K +4,752 New
BTWM
2446
Baker Tilly Wealth Management
Wisconsin
$680K -$79.9K -567 -11%
RZH
2447
Relyea Zuckerberg Hanson
Connecticut
$680K -$133K -944 -17%
MCM
2448
Monument Capital Management
Virginia
$679K -$107K -761 -14%
FFO
2449
Fiduciary Family Office
Florida
$679K +$160K +1,133 +31%
LF
2450
LifeSteps Financial
California
$677K -$16.1K -114 -2%