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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1276
Whitener Capital Management
North Carolina
$736K – – –
DOA
1277
D'Orazio & Associates
Virginia
$736K +$11.7K +80 +2%
LCM
1278
Landscape Capital Management
New Jersey
$732K +$727K +4,970 New
CFO
1279
CVA Family Office
Colorado
$730K +$132K +900 +22%
IIM
1280
Invariant Investment Management
Pennsylvania
$727K -$370K -2,530 -38%
MPWT
1281
MassMutual Private Wealth & Trust
Connecticut
$720K -$27.8K -190 -4%
FAFN
1282
First Affirmative Financial Network
Colorado
$717K +$712K +4,870 New
PCS
1283
Personal CFO Solutions
New Jersey
$715K +$89.2K +610 +14%
M1FG
1284
Mach-1 Financial Group
Arkansas
$710K -$638K -4,360 -47%
TIA
1285
Traphagen Investment Advisors
New Jersey
$707K +$5.85K +40 +0.8%
OPA
1286
Old Port Advisors
Maine
$705K +$11.7K +80 +2%
Twin Tree Management
1287
Twin Tree Management
Texas
$701K -$18.7M -127,800 -96%
TA
1288
TruWealth Advisors
Louisiana
$701K +$13.2K +90 +2%
TWM
1289
TCFG Wealth Management
California
$699K -$1.46K -10 -0.2%
TIA
1290
TCFG Investment Advisors
California
$699K +$695K +4,750 New
ACM
1291
Absolute Capital Management
Pennsylvania
$698K +$446K +3,050 +180%
LWCFA
1292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$697K +$146K +1,000 +33%
CG
1293
Curat Global
New Hampshire
$696K – – –
EI
1294
Ellevest Inc
New York
$696K +$51.2K +350 +8%
BEAM
1295
Baker Ellis Asset Management
Washington
$692K – – –
GCM
1296
Gallacher Capital Management
Colorado
$691K -$190K -1,300 -22%
TF
1297
Trek Financial
Arizona
$690K +$35.1K +240 +5%
SWM
1298
Shelton Wealth Management
Texas
$689K -$113K -770 -14%
SYBT
1299
Stock Yards Bank & Trust
Kentucky
$689K -$5.85K -40 -0.8%
BFS
1300
Bradley Foster & Sargent
Connecticut
$688K -$2.93K -20 -0.4%