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Name Holding Trade Value Shares
Change
Change in
Stake
DEM
1826
Disciplined Equity Management
Florida
$834K -$8.63K -23 -1%
FOA
1827
Five Oceans Advisors
California
$832K +$73.2K +195 +10%
CS
1828
Crescent Sterling
Louisiana
$831K
HIP
1829
HUB Investment Partners
Texas
$831K +$103K +274 +15%
CFP
1830
Catalyst Financial Partners
Massachusetts
$829K +$123K +327 +18%
MPPW
1831
Mitchell & Pahl Private Wealth
Oklahoma
$829K -$27K -72 -3%
AB
1832
Atlas Brown
Kentucky
$829K +$1.88K +5 +0.2%
WW
1833
Waterfront Wealth
Kansas
$827K
HCM
1834
Hollencrest Capital Management
California
$826K -$64.2K -171 -8%
FFA
1835
Farther Finance Advisors
California
$826K +$469K +1,250 +147%
LJAC
1836
L.J. Altfest & Co
New York
$824K +$26.6K +71 +4%
FCAG
1837
First Capital Advisors Group
New Jersey
$823K -$6K -16 -0.8%
ICM
1838
Islay Capital Management
Texas
$823K +$29.3K +78 +4%
RI
1839
Redwood Investments
Massachusetts
$821K -$45.4K -121 -5%
PA
1840
PSI Advisors
Florida
$815K -$10.1K -27 -1%
AWM
1841
Aprio Wealth Management
Georgia
$814K +$226K +603 +41%
BCM
1842
Boltwood Capital Management
California
$814K
LT
1843
Legacy Trust
Michigan
$812K -$4.5K -12 -0.6%
CWM
1844
Cahill Wealth Management
Michigan
$811K
VEA
1845
Virtus ETF Advisers
New York
$810K -$106K -283 -12%
BWP
1846
BSW Wealth Partners
Colorado
$809K -$1.07M -2,857 -58%
WMA
1847
Wealth Management Associates
New Jersey
$808K +$7.5K +20 +1%
AFT
1848
Alpha Family Trust
California
$806K
SRC
1849
Shufro Rose & Co
New York
$806K
CG
1850
Corundum Group
Colorado
$806K -$940K -2,506 -55%