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Name Holding Trade Value Shares
Change
Change in
Stake
RM
1726
Resource Management
Louisiana
$564K +$122K +431 +29%
CWS
1727
Cypress Wealth Services
California
$563K +$93K +330 +21%
TFO
1728
Tarbox Family Office
California
$561K +$114K +405 +27%
EHWM
1729
Eads & Heald Wealth Management
Georgia
$559K -$312K -1,105 -37%
OPA
1730
Old Port Advisors
Maine
$558K -$846 -3 -0.2%
PMA
1731
Prudent Man Advisors
Illinois
$558K +$532K +1,887 New
TAM
1732
Townsend Asset Management
North Carolina
$557K -$4.23K -15 -0.8%
DTL
1733
Dynamic Technology Lab
Singapore
$556K +$530K +1,881 New
KWM
1734
Keebeck Wealth Management
Illinois
$555K +$258K +914 +95%
WP
1735
WealthShield Partners
North Carolina
$554K +$528K +1,874 New
EP
1736
Eudaimonia Partners
Tennessee
$553K -$208K -739 -28%
HCM
1737
Horiko Capital Management
New York
$553K +$527K +1,870 New
RMC
1738
Resources Management Corp
Connecticut
$546K – – –
SAM
1739
SignalPoint Asset Management
Missouri
$544K -$14.1K -50 -3%
B
1740
Bridgeworth
Alabama
$542K +$14.9K +53 +3%
WCM
1741
Wedge Capital Management
North Carolina
$540K +$515K +1,826 New
OR
1742
Olympiad Research
Connecticut
$539K +$200K +710 +64%
SMH
1743
Sanders Morris Harris
Texas
$539K +$511K +1,814 New
SWA
1744
Sutton Wealth Advisors
Florida
$539K +$6.77K +24 +1%
LSA
1745
L & S Advisors
California
$538K – – –
Capstone Investment Advisors
1746
Capstone Investment Advisors
New York
$536K +$511K +1,811 New
FCA
1747
FLC Capital Advisors
California
$533K -$364K -1,290 -43%
EPWM
1748
Essex Private Wealth Management
Massachusetts
$533K -$5.08K -18 -1%
FC
1749
Financial Consulate
Maryland
$533K +$95.6K +339 +23%
PR
1750
Payden & Rygel
California
$532K +$507K +1,800 New