Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1026
Southland Equity Partners
Missouri
$1.23M +$5.68K +124 +0.4%
LFA
1027
Legend Financial Advisors
Pennsylvania
$1.23M -$20.7K -451 -2%
EW
1028
Evoke Wealth
California
$1.23M -$158K -3,453 -11%
AA
1029
Acorns Advisers
California
$1.23M -$85.1K -1,857 -6%
ATPW
1030
Ashton Thomas Private Wealth
Arizona
$1.22M +$505K +11,007 +66%
AFT
1031
Alpha Family Trust
California
$1.21M – – –
HIM
1032
Harbour Investment Management
Washington
$1.21M -$99.7K -2,175 -7%
SIA
1033
SGL Investment Advisors
Montana
$1.2M -$15.4K -335 -3%
CIAS
1034
Capital Investment Advisory Services
North Carolina
$1.2M -$149K -3,255 -11%
OMIC
1035
Old Mission Investment Co
Michigan
$1.2M +$311K +6,782 +33%
CC
1036
Clearline Capital
New York
$1.2M +$1.24M +27,100 New
WC
1037
Wynn Capital
Georgia
$1.19M +$1.6K +35 +0.1%
F8IS
1038
Figure 8 Investment Strategies
Idaho
$1.19M -$146K -3,188 -11%
NIM
1039
Northeast Investment Management
Massachusetts
$1.19M +$15.1K +330 +1%
ADL
1040
Asset Dedication LLC
California
$1.18M -$184K -4,025 -13%
TSW
1041
Three Seasons Wealth
Utah
$1.18M -$1.11M -24,251 -47%
JMFC
1042
J.M. Forbes & Co
Massachusetts
$1.18M -$5.73K -125 -0.5%
NWM
1043
Northcape Wealth Management
New York
$1.18M -$96.8K -2,112 -7%
APW
1044
Aventura Private Wealth
Florida
$1.18M +$79.8K +1,740 +7%
TC
1045
TFR Capital
Texas
$1.17M -$38.2K -833 -3%
LIA
1046
LS Investment Advisors
Michigan
$1.17M -$24.4K -532 -2%
EFMH
1047
E Fund Management (HK)
Hong Kong
$1.16M +$69K +1,505 +6%
Luther King Capital Management (LKCM)
1048
Luther King Capital Management (LKCM)
Texas
$1.16M +$453K +9,890 +60%
KCM
1049
Kanawha Capital Management
Virginia
$1.16M -$46.3K -1,009 -4%
BAM
1050
Bastion Asset Management
Canada
$1.16M +$1.18M +25,768 New