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Name Holding Trade Value Shares
Change
Change in
Stake
WFC
1301
Western Financial Corp
California
$863K -$55.1K -157 -6%
GAM
1302
Griffin Asset Management
New York
$863K
CPSC
1303
Carl P. Sherr & Co
Massachusetts
$858K -$22.5K -64 -2%
FMLI
1304
Fukoku Mutual Life Insurance
Japan
$856K
CI
1305
CX Institutional
Indiana
$852K +$55.8K +159 +7%
CM
1306
Cercano Management
Washington
$846K
RPC
1307
Rossmore Private Capital
Connecticut
$845K +$286K +815 +47%
PCA
1308
Prosperity Capital Advisors
Ohio
$844K +$88.4K +252 +11%
RFA
1309
Register Financial Advisors
Georgia
$843K -$30.2K -86 -3%
MA
1310
MONECO Advisors
Connecticut
$840K +$70.5K +201 +9%
UBG
1311
United Bank (Georgia)
Georgia
$839K +$614K +1,750 +225%
HCM
1312
Howard Capital Management
Georgia
$838K +$66.3K +189 +8%
LFA
1313
Legacy Financial Advisors
Kentucky
$834K +$90.5K +258 +11%
CFO
1314
Collective Family Office
Pennsylvania
$834K -$7.37K -21 -0.8%
PFBT
1315
Parkside Financial Bank & Trust
Missouri
$834K -$17.9K -51 -2%
HC
1316
Henshaw Capital
Massachusetts
$833K
SIM
1317
Stratos Investment Management
Ohio
$833K -$405K -1,153 -31%
EDRH
1318
Edmond de Rothschild Holding
Switzerland
$832K +$691K +1,968 +364%
WDL
1319
Well Done LLC
Michigan
$831K
ACM
1320
Allred Capital Management
Texas
$824K +$871K +2,483 New
ADMI
1321
Albert D. Mason Inc
Massachusetts
$819K
JWM
1322
JPL Wealth Management
Colorado
$819K +$867K +2,469 New
GWSG
1323
GPS Wealth Strategies Group
Colorado
$819K -$58.3K -166 -6%
BMCM
1324
Burns Matteson Capital Management
New York
$817K -$46.3K -132 -5%
TCM
1325
Thoma Capital Management
Maryland
$816K +$863K +2,458 New