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Name Holding Trade Value Shares
Change
Change in
Stake
FP
426
Financial Perspectives
Minnesota
$14.9K – – –
DIP
427
DT Investment Partners
Pennsylvania
$14.9K – – –
JWA
428
JFS Wealth Advisors
Pennsylvania
$14.7K – – –
MAWCM
429
Mine & Arao Wealth Creation & Management
California
$14.7K – – –
CT
430
Clearstead Trust
Maine
$14.5K – – –
QL
431
Quarry LP
New York
$14.3K +$3.72K +186 +42%
KFS
432
Kelly Financial Services
Massachusetts
$13.1K – – –
CG
433
Cutler Group
California
$13K -$75.4K -3,769 -87%
HCP
434
Hexagon Capital Partners
Arkansas
$12.2K -$80 -4 -0.7%
T
435
Tidemark
California
$12.2K +$10.6K +531 New
RFG
436
RFP Financial Group
Georgia
$11.9K +$2.66K +133 +35%
OC
437
Oakworth Capital
Alabama
$11.3K – – –
Mitsubishi UFJ Asset Management
438
Mitsubishi UFJ Asset Management
Japan
$10.7K – – –
FWM
439
Focused Wealth Management
New York
$9.32K – – –
CAC
440
Core Alternative Capital
Georgia
$9.17K -$1.3K -65 -14%
TCA
441
Trifecta Capital Advisors
Illinois
$8.74K +$7.63K +381 New
MHR
442
Matthew Hamilton Rosenberg
$8.13K – – –
WIA
443
Wetzel Investment Advisors
Indiana
$8K +$7.08K +354 New
GWM
444
Geneos Wealth Management
Colorado
$7.62K – – –
AB
445
Amalgamated Bank
New York
$7K -$12.1K -606 -67%
DJSG
446
D.J. St. Germain
Massachusetts
$6.34K – – –
WTC
447
WhitTier Trust Company
Nevada
$6.24K – – –
SWM
448
Spire Wealth Management
Virginia
$5.7K – – –
BIA
449
Bell Investment Advisors
California
$5.64K +$520 +26 +12%
S
450
Sachetta
Massachusetts
$5.39K +$4.7K +235 New