Name Holding Trade Value Shares
Change
Change in
Stake
CCM
801
Cohen Capital Management
California
$371K +$430K +4,069 New
MAG
802
M3 Advisory Group
Massachusetts
$369K +$6.35K +60 +2%
TW
803
TritonPoint Wealth
Maryland
$368K -$10.2K -96 -2%
DIM
804
Delta Investment Management
California
$366K +$425K +4,020 New
PWP
805
Prasad Wealth Partners
Ohio
$366K +$97.7K +924 +30%
GCM
806
Gator Capital Management
Florida
$365K – – –
SW
807
SVB Wealth
Massachusetts
$363K -$417K -3,941 -50%
SM
808
Sciencast Management
New Jersey
$363K +$421K +3,979 New
GAG
809
GM Advisory Group
New York
$362K -$5.5K -52 -1%
MCM
810
Monument Capital Management
Virginia
$360K -$32.9K -311 -7%
RCM
811
Raleigh Capital Management
North Carolina
$357K -$274K -2,593 -40%
Financial Engines Advisors
812
Financial Engines Advisors
California
$355K -$212 -2 -0.1%
CCA
813
Checchi Capital Advisers
California
$354K +$49.6K +469 +14%
RWPA
814
Richard W. Paul & Associates
Michigan
$354K -$244K -2,308 -37%
LFAS
815
Level Four Advisory Services
Texas
$347K +$101K +954 +33%
GAM
816
Groupama Asset Management
France
$346K +$396K +3,746 New
OFS
817
OneAscent Financial Services
Alabama
$345K +$13.2K +125 +3%
ATS
818
Ashton Thomas Securities
New York
$345K +$20.3K +192 +5%
KCM
819
Kathmere Capital Management
Pennsylvania
$343K -$88K -832 -18%
DA
820
Detalus Advisors
Missouri
$342K +$20.8K +197 +6%
JSAM
821
J. Safra Asset Management
New York
$341K +$182K +1,723 +85%
AGC
822
Aspen Grove Capital
Colorado
$341K -$5.08K -48 -1%
CG
823
Cynosure Group
Utah
$335K +$104K +984 +37%
CSA
824
Cornerstone Select Advisors
Missouri
$335K +$388K +3,670 New
SCM
825
Stevens Capital Management
Pennsylvania
$333K +$386K +3,649 New