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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1101
Global Financial Private Client
Florida
$2.94M -$33.8K -129 -1%
NHC
1102
Nicholas Hoffman & Company
Georgia
$2.94M +$2.62K +10 +0.1%
GAMC
1103
Garner Asset Management Corp
Texas
$2.94M +$97.6K +373 +4%
MAM
1104
Mirabaud Asset Management
United Kingdom
$2.93M +$520K +1,987 +23%
AAIS
1105
ABN AMRO Investment Solutions
$2.93M
DSCM
1106
Del-Sette Capital Management
New York
$2.93M -$166K -633 -6%
EPM
1107
Elm Partners Management
Pennsylvania
$2.93M +$240K +915 +10%
WC
1108
Westhampton Capital
North Carolina
$2.92M +$41.9K +160 +2%
ORC
1109
O'Rourke & Company
Massachusetts
$2.91M -$90.8K -347 -3%
HI
1110
Harbour Investments
Wisconsin
$2.91M +$484K +1,848 +22%
PFS
1111
Physicians Financial Services
North Carolina
$2.9M -$36.6K -140 -1%
ACI
1112
Alpha Cubed Investments
California
$2.9M +$587K +2,243 +28%
HWA
1113
Hilltop Wealth Advisors
North Carolina
$2.89M -$106K -406 -4%
RI
1114
RWWM Inc
California
$2.88M -$30.4K -116 -1%
BIM
1115
Bridges Investment Management
Nebraska
$2.88M -$78K -298 -3%
CIAS
1116
CFS Investment Advisory Services
New Jersey
$2.88M +$8.9K +34 +0.4%
PWM
1117
Palumbo Wealth Management
New York
$2.87M +$21.5K +82 +0.8%
PH
1118
Pinnacle Holdings
Oklahoma
$2.86M -$12.6K -48 -0.5%
TPA
1119
Trivium Point Advisory
Connecticut
$2.86M +$19.4K +74 +0.7%
NFSG
1120
Newbridge Financial Services Group
Florida
$2.85M +$1.91M +7,308 +262%
CAGAS
1121
Capital Advisory Group Advisory Services
Minnesota
$2.85M -$63.6K -243 -2%
HA
1122
Hamel Associates
New Jersey
$2.84M -$89.3K -341 -3%
ORG
1123
Optimist Retirement Group
Washington
$2.84M +$38.2K +146 +1%
CFG
1124
Cooper Financial Group
California
$2.84M +$325K +1,241 +14%
ISWM
1125
Independent Solutions Wealth Management
New York
$2.82M -$219K -836 -8%