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Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
1251
Safeguard Investment Advisory Group
California
$109K +$1.46K +137 +1%
LSWP
1252
Liberty Square Wealth Partners
Pennsylvania
$109K +$122K +11,451 New
BPAMU
1253
BTG Pactual Asset Management US
New York
$109K +$117K +10,963 New
MFG
1254
Magnus Financial Group
New York
$109K -$44.6K -4,178 -28%
CCA
1255
Catalyst Capital Advisors
New York
$108K -$224K -21,009 -66%
CFG
1256
CKW Financial Group
Hawaii
$108K +$832 +78 +0.7%
CWM
1257
Crowley Wealth Management
Delaware
$107K +$116K +10,857 New
Cohen & Steers
1258
Cohen & Steers
New York
$107K +$5.84K +548 +5%
WFS
1259
Walker Financial Services
Kentucky
$107K +$115K +10,800 New
PMG
1260
ProVise Management Group
Florida
$106K +$114K +10,734 New
FCP
1261
Fidelis Capital Partners
Florida
$106K -$20.1K -1,883 -15%
KWM
1262
Kolinsky Wealth Management
New Jersey
$106K +$114K +10,716 New
PA
1263
Procyon Advisors
Connecticut
$106K -$133K -12,497 -54%
GWM
1264
Gray Wealth Management
Maine
$106K +$5.57K +522 +5%
EB
1265
Eastern Bank
Massachusetts
$106K -$53 -5 -0%
FFG
1266
Fortress Financial Group
Minnesota
$105K +$114K +10,645 New
CFG
1267
Chapman Financial Group
Hawaii
$105K +$113K +10,640 New
DC
1268
Dahring Cusmano
Michigan
$105K +$113K +10,624 New
IC
1269
IEQ Capital
California
$104K -$639K -59,884 -85%
JWM
1270
JDH Wealth Management
California
$104K +$112K +10,529 New
CPC
1271
Congress Park Capital
New York
$104K +$112K +10,508 New
MCA
1272
Millennium Capital Advisors
Arkansas
$104K -$14.5K -1,364 -11%
AF
1273
Arrow Financial
New York
$104K
BWM
1274
Bernard Wealth Management
Michigan
$104K +$112K +10,488 New
BCP
1275
Berkeley Capital Partners
Georgia
$104K -$62.7K -5,880 -36%