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Name Holding Trade Value Shares
Change
Change in
Stake
ADIM
951
Alpha DNA Investment Management
Maryland
$757K -$355K -1,648 -32%
PVI
952
Pine Valley Investments
New Jersey
$756K -$17.2K -80 -2%
EFSCE
953
Enterprise Financial Services Corp (EFSC)
Missouri
$754K +$11.6K +54 +2%
FFA
954
Founders Financial Alliance
North Carolina
$752K +$274K +1,269 +56%
CIA
955
Choate Investment Advisors
Massachusetts
$752K +$450K +2,088 +145%
FF
956
Friedenthal Financial
New Jersey
$751K +$759K +3,519 New
PWM
957
Perigon Wealth Management
California
$740K -$166K -772 -18%
KA
958
KLCM Advisors
Wisconsin
$737K +$1.29K +6 +0.2%
CIA
959
Citadel Investment Advisory
Ohio
$737K
HKIMG
960
Hutchens & Kramer Investment Management Group
Indiana
$736K +$16.2K +75 +2%
NCM
961
NCM Capital Management
New Jersey
$733K +$47.6K +221 +7%
LCGC
962
Legacy Capital Group California
California
$729K -$356K -1,652 -33%
RCAG
963
Rehmann Capital Advisory Group
Michigan
$728K -$22.2K -103 -3%
RIA
964
Richwood Investment Advisors
Ohio
$716K -$4.31K -20 -0.6%
OIA
965
OneDigital Investment Advisors
Kansas
$715K -$3.02K -14 -0.4%
CA
966
Continuum Advisory
Idaho
$713K +$1.94K +9 +0.3%
ITIM
967
Indiana Trust & Investment Management
Indiana
$709K
DI
968
Diligent Investors
California
$708K -$44.8K -208 -6%
FW
969
FirstPurpose Wealth
Utah
$706K
CA
970
Carson Advisory
Georgia
$706K +$216 +1 +0%
CGL
971
Clarius Group LLC
Washington
$702K -$162K -752 -19%
MA
972
MCF Advisors
Kentucky
$701K -$41.4K -192 -6%
M1FG
973
Mach-1 Financial Group
Arkansas
$700K -$158K -731 -18%
IFU
974
iSAM Funds (UK)
United Kingdom
$696K +$68.8K +319 +11%
PAMG
975
Patton Albertson Miller Group
Tennessee
$690K +$9.27K +43 +1%