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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1801
Flaharty Asset Management
Florida
$766K +$151K +3,085 +25%
B
1802
Brightworth
Georgia
$765K +$65.3K +1,338 +10%
IC
1803
Inscription Capital
Texas
$763K -$292K -5,978 -28%
TCM
1804
Telos Capital Management
California
$759K -$3.68M -75,284 -83%
KOMWMG
1805
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$759K -$31.7K -649 -4%
VCM
1806
Vivaldi Capital Management
Illinois
$758K +$22.6K +462 +3%
SIG
1807
Sargent Investment Group
Maryland
$756K -$474K -9,698 -39%
TSS
1808
Two Sigma Securities
New York
$756K +$741K +15,181 New
SFA
1809
Stewardship Financial Advisors
Georgia
$755K -$51.1K -1,046 -6%
GFG
1810
Greystone Financial Group
Michigan
$753K +$622K +12,727 New
SXL
1811
Summit X LLC
Missouri
$750K +$746K +15,278 New
AIP
1812
Almanack Investment Partners
Pennsylvania
$748K -$220K -4,497 -23%
DAM
1813
Doheny Asset Management
California
$747K -$92.8K -1,900 -11%
SFI
1814
SPC Financial Inc
Maryland
$745K +$61.5K +1,259 +9%
ITIM
1815
Indiana Trust & Investment Management
Indiana
$743K -$2.93K -60 -0.4%
WAM
1816
Wolverine Asset Management
Illinois
$743K +$705K +14,442 +3,047%
LNWTC
1817
Laird Norton Wetherby Trust Company
Washington
$743K +$729K +14,918 New
WIA
1818
Westbourne Investment Advisors
Maryland
$742K -$9.77K -200 -1%
RHBC
1819
R.H. Bluestein & Co
Michigan
$736K -$129K -2,638 -15%
SWRP
1820
Summit Wealth & Retirement Planning
California
$735K +$5.42K +111 +0.8%
SIGI
1821
Susquehanna International Group (Ireland)
Ireland
$735K +$720K +14,746 New
WA
1822
Waverly Advisors
Alabama
$731K -$20.9K -428 -3%
WW
1823
Waterfront Wealth
Kansas
$729K +$715K +14,638 New
PA
1824
PFG Advisors
Arizona
$728K -$135K -2,774 -16%
LB
1825
Leo Brokerage
Texas
$726K -$60.3K -1,235 -8%