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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1201
Capstone Financial Advisors
Illinois
$866K -$33K -114 -5%
DT
1202
DV Trading
Illinois
$863K -$1.45M -5,029 -72%
AA
1203
ACT Advisors
North Carolina
$860K +$4.34K +15 +0.8%
HBCM
1204
Heron Bay Capital Management
Michigan
$860K +$576K +1,993 New
CIAS
1205
Capital Investment Advisory Services
North Carolina
$859K +$91.1K +315 +19%
SDAM
1206
Shulman DeMeo Asset Management
New York
$858K +$6.65K +23 +1%
FCG
1207
Fielder Capital Group
Tennessee
$852K -$6.94K -24 -1%
DWP
1208
Daymark Wealth Partners
Ohio
$848K +$58.4K +202 +11%
ACM
1209
Allred Capital Management
Texas
$842K +$578 +2 +0.1%
GWMR
1210
GC Wealth Management RIA
Massachusetts
$840K -$155K -537 -22%
AC
1211
Apella Capital
Connecticut
$840K +$164K +566 +39%
ABLA
1212
Alan B. Lancz & Associates
Ohio
$834K -$11.6K -40 -2%
SIA
1213
SGL Investment Advisors
Montana
$834K +$527K +1,822 New
DWM
1214
Drive Wealth Management
Utah
$833K +$33.6K +116 +6%
AIA
1215
AIMZ Investment Advisors
California
$831K -$14.5K -50 -3%
PGFC
1216
Peapack-Gladstone Financial Corp
New Jersey
$829K +$88.5K +306 +19%
OL
1217
Optas LLC
Texas
$822K -$95.2K -329 -15%
TFA
1218
Transamerica Financial Advisors
Florida
$822K +$213K +738 +63%
CA
1219
Claro Advisors
Massachusetts
$813K +$156K +541 +40%
AIM
1220
Advyzon Investment Management
Illinois
$812K +$544K +1,882 New
SBFM
1221
S-Bank Fund Management
Finland
$812K +$544K +1,881 New
AWM
1222
Aries Wealth Management
Maine
$812K
DWA
1223
Douglass Winthrop Advisors
New York
$805K +$540K +1,866 New
BW
1224
BXM Wealth
Colorado
$804K +$43.4K +150 +9%
JWM
1225
Jeppson Wealth Management
California
$803K -$24.6K -85 -4%