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Name Holding Trade Value Shares
Change
Change in
Stake
MPW
1126
Monterey Private Wealth
California
$369K
MA
1127
Montag & Associates
Georgia
$369K
AF
1128
Advisornet Financial
Minnesota
$368K -$6.55K -26 -2%
AF
1129
Aldebaran Financial
$368K
FFM
1130
Forum Financial Management
Illinois
$367K +$10.1K +40 +3%
DW30
1131
Drucker Wealth 3.0
New Jersey
$366K -$125K -494 -25%
SIA
1132
Schechter Investment Advisors
Michigan
$365K -$21.9K -87 -6%
AWM
1133
Angeles Wealth Management
California
$364K -$17.1K -68 -5%
SQA
1134
Simon Quick Advisors
New Jersey
$362K +$127K +504 +54%
SAM
1135
Strategy Asset Managers
California
$361K +$5.55K +22 +2%
VCM
1136
Versant Capital Management
Arizona
$361K +$214K +847 +147%
LC
1137
Lindbrook Capital
California
$361K +$84.7K +336 +31%
AA
1138
ALPS Advisors
Colorado
$360K
TBT
1139
Texas Bank & Trust
Texas
$360K
CT
1140
Clearstead Trust
Maine
$360K -$132K -523 -27%
BMCM
1141
Burns Matteson Capital Management
New York
$359K -$71.6K -284 -17%
SCM
1142
Shelton Capital Management
Colorado
$357K -$2.23M -8,847 -86%
HCM
1143
Howard Capital Management
Georgia
$357K -$55.7K -221 -14%
ET
1144
Equitable Trust
Tennessee
$357K -$23.7K -94 -6%
BSHC
1145
Breed's Hill Capital
Massachusetts
$352K
HKIMG
1146
Hutchens & Kramer Investment Management Group
Indiana
$352K -$15.6K -62 -4%
IP
1147
Isthmus Partners
Wisconsin
$349K -$53.7K -213 -13%
HTC
1148
Haverford Trust Company
Pennsylvania
$347K -$10.1K -40 -3%
AWA
1149
Arete Wealth Advisors
Illinois
$346K +$16.1K +64 +5%
EFS
1150
Essex Financial Services
Connecticut
$346K +$756 +3 +0.2%