Name Holding Trade Value Shares
Change
Change in
Stake
PHS
1526
Pekin Hardy Strauss
Illinois
$363K +$7.1K +15 +2%
CPRC
1527
Consolidated Portfolio Review Corp
New York
$362K +$2.84K +6 +0.8%
LA
1528
Latitude Advisors
Florida
$360K – – –
CIAM
1529
Caitong International Asset Management
Hong Kong
$359K +$314K +664 +722%
PBO
1530
Peoples Bank (Ohio)
Ohio
$358K -$1.89K -4 -0.5%
NWAG
1531
Net Worth Advisory Group
Utah
$357K -$8.05K -17 -2%
HWMO
1532
Heritage Wealth Management (Ohio)
Ohio
$357K – – –
HWA
1533
HHM Wealth Advisors
Tennessee
$357K +$14.2K +30 +4%
RFN
1534
RDA Financial Network
Iowa
$355K -$9.94K -21 -3%
CA
1535
Crewe Advisors
Utah
$354K +$353K +745 New
SHGA
1536
Sand Hill Global Advisors
California
$353K -$23.2K -49 -6%
RCM
1537
Radnor Capital Management
Pennsylvania
$353K – – –
EFG
1538
Ethos Financial Group
Pennsylvania
$352K – – –
MHC
1539
May Hill Capital
Massachusetts
$352K +$6.63K +14 +2%
PFW
1540
Petros Family Wealth
Minnesota
$351K – – –
LOAMU
1541
Lombard Odier Asset Management (USA)
New York
$348K +$121K +255 +53%
QL
1542
Quarry LP
New York
$348K +$299K +632 +632%
CFS
1543
CRA Financial Services
New Jersey
$348K +$124K +261 +55%
MSAM
1544
Moloney Securities Asset Management
Missouri
$347K -$9.94K -21 -3%
MIM
1545
MTM Investment Management
South Carolina
$346K – – –
MAG
1546
M3 Advisory Group
Massachusetts
$345K +$2.84K +6 +0.8%
CAS
1547
CTC Alternative Strategies
Illinois
$344K -$613K -1,295 -64%
FG
1548
Fiduciary Group
Georgia
$343K +$10.9K +23 +3%
SLC
1549
Second Line Capital
Louisiana
$341K +$16.1K +34 +5%
AAM
1550
Aureus Asset Management
Massachusetts
$340K +$6.15K +13 +2%