Name Holding Trade Value Shares
Change
Change in
Stake
SFI
1776
SPC Financial Inc
Maryland
$225K +$11.4K +24 +5%
VCM
1777
Vivaldi Capital Management
Illinois
$225K +$4.73K +10 +2%
SPWM
1778
Schrum Private Wealth Management
Florida
$224K +$473 +1 +0.2%
SWA
1779
SOA Wealth Advisors
New York
$224K +$86.6K +183 +63%
BFA
1780
Beacon Financial Advisory
Ohio
$223K +$223K +470 New
AIM
1781
Advyzon Investment Management
Illinois
$223K +$223K +470 New
MWM
1782
Manske Wealth Management
Texas
$223K -$23.7K -50 -10%
FTUS
1783
Flow Traders U.S.
New York
$223K +$223K +470 New
EFG
1784
Embree Financial Group
Illinois
$223K +$10.4K +22 +5%
BF
1785
Brucke Financial
Indiana
$223K -$24.6K -52 -9%
EP
1786
Essential Partners
California
$222K +$209K +441 +1,696%
CB
1787
CNB Bank
Pennsylvania
$222K -$58.2K -123 -21%
FFA
1788
Florida Financial Advisors
Florida
$221K +$220K +464 New
FWTB
1789
First Western Trust Bank
Colorado
$220K -$9.94K -21 -4%
SRC
1790
Sage Rhino Capital
California
$220K +$473 +1 +0.2%
MFWP
1791
Mosaic Family Wealth Partners
Missouri
$219K +$218K +460 New
DMBA
1792
Deseret Mutual Benefit Administrators
Utah
$218K -$42.6K -90 -16%
BWM
1793
BlackDiamond Wealth Management
New York
$218K +$6.63K +14 +3%
VI
1794
VanderPol Investments
Michigan
$217K -$31.7K -67 -12%
PHWM
1795
Pine Harbor Wealth Management
Maryland
$217K – – –
LI
1796
LMCG Investments
Massachusetts
$217K – – –
AGM
1797
Alpine Global Management
New York
$216K +$215K +455 New
1M
1798
1248 Management
Missouri
$215K – – –
HR
1799
Howe & Rusling
New York
$215K +$214K +452 New
S
1800
Sunpointe
Missouri
$215K +$2.37K +5 +1%