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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1101
Cloverfields Capital Group
Minnesota
$4.56M +$195K +485 +5%
NC
1102
NovaPoint Capital
Georgia
$4.56M -$112K -280 -3%
PFSC
1103
Peoples Financial Services Corp
Pennsylvania
$4.55M -$33.7K -84 -0.8%
CLC
1104
Charles-Lim Capital
Hong Kong
$4.54M +$4.28M +10,643 New
AFC
1105
AFT Forsyth & Company
Florida
$4.54M +$6.03K +15 +0.1%
LSAG
1106
Lake Street Advisors Group
New Hampshire
$4.54M +$55.4K +138 +1%
BOC
1107
Barbara Oil Co
Illinois
$4.52M – – –
MCM
1108
Mitchell Capital Management
Kansas
$4.51M +$23.3K +58 +0.6%
Vanguard Capital Wealth Advisors
1109
Vanguard Capital Wealth Advisors
Colorado
$4.51M +$6.43K +16 +0.2%
DRW Securities
1110
DRW Securities
Illinois
$4.5M +$3.12M +7,763 +279%
HCM
1111
Huber Capital Management
California
$4.48M -$482K -1,200 -10%
IIA
1112
ICW Investment Advisors
Arizona
$4.46M -$20.1K -50 -0.5%
ABP
1113
Arthur B. Page
$4.44M -$406K -1,010 -9%
IWA
1114
Icon Wealth Advisors
Texas
$4.43M +$4.17M +10,385 New
MassMutual Private Wealth & Trust
1115
MassMutual Private Wealth & Trust
Connecticut
$4.41M -$2.21M -5,513 -35%
Procyon Advisors
1116
Procyon Advisors
Connecticut
$4.39M -$1.49M -3,698 -26%
DI
1117
DFPG Investments
Utah
$4.38M +$125K +311 +3%
Northeast Financial Consultants
1118
Northeast Financial Consultants
Connecticut
$4.38M +$504K +1,255 +14%
Western Wealth Management
1119
Western Wealth Management
Colorado
$4.36M +$52.2K +130 +1%
MSK
1120
Melissa S. Kampmann
$4.36M -$362K -902 -8%
RFA
1121
ROI Financial Advisors
Oregon
$4.34M +$4.08M +10,167 New
IFWM
1122
Institute for Wealth Management
Colorado
$4.32M -$16.1K -40 -0.4%
Bahl & Gaynor
1123
Bahl & Gaynor
Ohio
$4.32M -$57.4K -143 -1%
SXL
1124
Summit X LLC
Missouri
$4.31M -$23.7K -59 -0.6%
LHC
1125
Little House Capital
Massachusetts
$4.31M -$1.21K -3 -0%