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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2101
Bluefin Capital Management
New York
$501K +$485K +4,400 New
7WCP
2102
71 West Capital Partners
Massachusetts
$500K +$484K +4,396 New
SWM
2103
SeaCrest Wealth Management
New York
$499K -$4.63K -42 -0.9%
TDB
2104
Thompson David Blair
$499K +$483K +4,386 New
PCFFS
2105
Pacific Center for Financial Services
California
$499K
WDG
2106
Wealth Dimensions Group
Ohio
$499K -$142K -1,289 -23%
T
2107
TOBAM
France
$497K +$463K +4,206 +2,549%
BCA
2108
Bay Colony Advisors
Massachusetts
$496K -$117K -1,063 -20%
DP
2109
Denver PWM
Colorado
$496K
LCM
2110
Leisure Capital Management
California
$496K +$54K +490 +13%
SGWP
2111
Sun Group Wealth Partners
California
$495K +$479K +4,352 New
HCM
2112
Hutchinson Capital Management
California
$495K -$2.64K -24 -0.5%
YIM
2113
Yoffe Investment Management
Pennsylvania
$495K
VAG
2114
VisionPoint Advisory Group
Texas
$493K +$168K +1,523 +54%
BOJHT
2115
Bank of Jackson Hole Trust
Wyoming
$492K -$134K -1,214 -22%
WC
2116
Whitney & Co
New York
$492K +$476K +4,321 New
SL
2117
Salomon & Ludwin
Virginia
$491K -$12K -109 -2%
FMN
2118
Financial Management Network
California
$491K +$19.5K +177 +4%
MF
2119
Manchester Financial
California
$490K -$55.2K -501 -10%
RCWM
2120
Royal Capital Wealth Management
Indiana
$489K
HCM
2121
Hall Capital Management
Rhode Island
$489K -$2.2K -20 -0.5%
FPL
2122
Fortress Private Ledger
North Carolina
$488K +$55.7K +506 +13%
VDC
2123
Van Diest Capital
Iowa
$487K +$471K +4,278 New
SL
2124
Sentinus LLC
Illinois
$486K +$101K +914 +27%
W
2125
Wealthquest
Ohio
$485K +$470K +4,266 New