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Name Holding Trade Value Shares
Change
Change in
Stake
AW
2876
Alchemi Wealth
Connecticut
$615K +$655K +1,787 New
CGA
2877
Crescent Grove Advisors
Illinois
$614K +$214K +584 +49%
BCMLT
2878
Beacon Capital Management LLC (Tennessee)
Tennessee
$614K +$83.5K +228 +15%
Capital Markets Trading (UK)
2879
Capital Markets Trading (UK)
United Kingdom
$613K -$39.9K -109 -6%
PCM
2880
Polymer Capital Management
New York
$612K -$138K -377 -17%
APA
2881
Astoria Portfolio Advisors
New York
$612K -$255K -696 -30%
SWG
2882
Summit Wealth Group
Vermont
$611K +$733 +2 +0.1%
GWA
2883
Gratus Wealth Advisors
Virginia
$611K -$149K -408 -19%
AWM
2884
Avondale Wealth Management
Texas
$611K +$192K +525 +42%
WPW
2885
Warther Private Wealth
Ohio
$610K +$31.5K +86 +5%
OBWP
2886
O'Brien Wealth Partners
Massachusetts
$610K -$4.03K -11 -0.6%
PR
2887
Payden & Rygel
California
$609K – – –
NCM
2888
Noesis Capital Mangement
Florida
$609K +$9.89K +27 +2%
Legacy Financial Group (Iowa)
2889
Legacy Financial Group (Iowa)
Iowa
$608K +$366 +1 +0.1%
SWIM
2890
Smallwood Wealth Investment Management
New Jersey
$608K +$1.47K +4 +0.2%
SWP
2891
Summit Wealth Partners
Florida
$608K – – –
PIA
2892
Pinion Investment Advisors
Kansas
$607K -$199K -544 -24%
EV
2893
EJMK Ventures
Illinois
$606K +$645K +1,762 New
OC
2894
Optima Capital
Oregon
$606K +$1.1K +3 +0.2%
MHWM
2895
Montz Harcus Wealth Management
Louisiana
$605K -$11K -30 -2%
MKW
2896
Mullaney, Keating & Wright
Connecticut
$605K – – –
FP
2897
Financial Perspectives
Minnesota
$605K -$6.59K -18 -1%
PFA
2898
Providence Financial Advisors
Kansas
$604K – – –
FB
2899
Finward Bancorp
Indiana
$604K – – –
CIC
2900
Cornercap Investment Counsel
Georgia
$603K -$8.79K -24 -1%