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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1151
Fairfield Financial Advisors
Massachusetts
$865K +$832K +4,664 +888%
GAA
1152
Global Assets Advisory
Florida
$865K -$638K -3,574 -41%
MM
1153
Meridian Management
Arkansas
$863K +$3.93K +22 +0.4%
BFA
1154
Buttonwood Financial Advisors
Maryland
$856K -$20.9K -117 -2%
Connor, Clark & Lunn Investment Management (CC&L)
1155
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$849K +$908K +5,088 New
IWA
1156
IBEX Wealth Advisors
New Jersey
$847K +$906K +5,079 New
SEIA
1157
Signature Estate & Investment Advisors
California
$846K +$159K +893 +21%
MFS
1158
Monetta Financial Services
Illinois
$834K
DWM
1159
Diversify Wealth Management
Utah
$832K +$28.7K +161 +3%
DWA
1160
Douglass Winthrop Advisors
New York
$831K -$892 -5 -0.1%
NAS
1161
Nicolet Advisory Services
Wisconsin
$828K +$73.5K +412 +9%
JSW
1162
Journey Strategic Wealth
New Jersey
$824K +$15.2K +85 +2%
IB
1163
Intrust Bank
Kansas
$823K +$281K +1,573 +47%
SWA
1164
Stratos Wealth Advisors
Ohio
$822K +$49.4K +277 +6%
HA
1165
HFG Advisors
Ohio
$819K
WA
1166
Wealthstream Advisors
New York
$819K -$20.5K -115 -2%
CIC
1167
Crawford Investment Counsel
Georgia
$818K +$18.4K +103 +2%
OPCM
1168
Osborne Partners Capital Management
California
$816K +$178 +1 +0%
HBT
1169
Hills Bank & Trust
Iowa
$816K -$3.57K -20 -0.4%
PAM
1170
Paradigm Asset Management
New York
$815K +$268K +1,500 +44%
MA
1171
MJP Associates
Connecticut
$812K +$223K +1,251 +35%
BWA
1172
Burt Wealth Advisors
Maryland
$812K +$5.17K +29 +0.6%
SWM
1173
Sculati Wealth Management
Michigan
$811K -$17.1K -96 -2%
SMA
1174
Sage Mountain Advisors
Georgia
$808K +$80.5K +451 +10%
DFCM
1175
Dark Forest Capital Management
Puerto Rico
$807K +$60.7K +340 +8%