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Name Holding Trade Value Shares
Change
Change in
Stake
UAS
1851
United Asset Strategies
New York
$413K +$272K +1,370 New
EMC
1852
Everest Management Corp
California
$413K -$8.34K -42 -3%
GKIM
1853
GW&K Investment Management
Massachusetts
$412K -$4.96K -25 -2%
BFM
1854
Boothbay Fund Management
New York
$412K +$271K +1,364 New
HFS
1855
Howard Financial Services
Texas
$411K +$270K +1,361 New
AWP
1856
Astra Wealth Partners
New Jersey
$410K -$17.9K -90 -6%
CG
1857
Clarus Group
Texas
$410K
LFS
1858
Littlejohn Financial Services
Oregon
$409K +$269K +1,354 New
WF
1859
Wayfinding Financial
Washington
$407K +$268K +1,350 New
BF
1860
Brucke Financial
Indiana
$402K +$265K +1,333 New
ISWM
1861
Independent Solutions Wealth Management
New York
$402K +$265K +1,333 New
EC
1862
EdgeRock Capital
Colorado
$402K +$264K +1,331 New
SAM
1863
S.A. Mason
Michigan
$400K +$263K +1,325 New
SCA
1864
Stokes Capital Advisors
South Carolina
$400K +$263K +1,325 New
PWP
1865
Prasad Wealth Partners
Ohio
$396K +$261K +1,314 New
TWA
1866
TCI Wealth Advisors
Arizona
$395K +$260K +1,310 New
OCM
1867
Outlook Capital Management
Illinois
$395K +$260K +1,310 New
IIA
1868
ICW Investment Advisors
Arizona
$395K +$260K +1,308 New
ARC
1869
Advisor Resource Council
Texas
$394K -$1.99K -10 -0.6%
TAM
1870
TCP Asset Management
Ohio
$394K +$259K +1,306 New
AGWCA
1871
Annis Gardner Whiting Capital Advisors
Florida
$394K +$102K +515 +65%
EW
1872
Expressive Wealth
Illinois
$392K +$258K +1,300 New
FWM
1873
Forza Wealth Management
Florida
$392K +$258K +1,300 New
IAG
1874
Investment Advisory Group
Massachusetts
$391K +$257K +1,297 New
SAM
1875
Synergy Asset Management
Washington
$391K -$769K -3,874 -75%