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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1901
Jacobsen Capital Management
Utah
$780K +$21.3K +53 +3%
IDA
1902
Intelligence Driven Advisers
California
$777K +$244K +607 +44%
RCM
1903
Radnor Capital Management
Pennsylvania
$777K
EFG
1904
Ethos Financial Group
Pennsylvania
$777K +$155K +386 +24%
SAMT
1905
Select Asset Management & Trust
Pennsylvania
$776K
HWM
1906
Howard Wealth Management
Connecticut
$774K
WAM
1907
Werlinich Asset Management
Connecticut
$774K +$18.9K +47 +2%
BIA
1908
Bigelow Investment Advisors
Maine
$774K +$6.42K +16 +0.8%
DA
1909
Detalus Advisors
Missouri
$773K -$34.9K -87 -4%
NRC
1910
New Republic Capital
North Carolina
$773K +$229K +571 +41%
JAG
1911
Journey Advisory Group
Kentucky
$770K -$6.42K -16 -0.8%
EWM
1912
Empirical Wealth Management
Washington
$769K +$263K +656 +51%
TNBTD
1913
Trustmark National Bank Trust Department
Mississippi
$768K +$28.1K +70 +4%
SG Americas Securities
1914
SG Americas Securities
New York
$768K -$10.6M -26,286 -93%
PWMG
1915
Provence Wealth Management Group
California
$763K +$99.5K +248 +15%
AWM
1916
Aberdeen Wealth Management
Illinois
$762K
OQS
1917
Occudo Quantitative Strategies
Florida
$762K +$773K +1,925 New
NCG
1918
Newport Capital Group
New Jersey
$761K +$41.7K +104 +6%
RPCONE
1919
Retirement Planning Company of New England
Rhode Island
$758K +$397K +988 +107%
DI
1920
DDFG Inc
California
$755K
SCM
1921
Schnieders Capital Management
California
$755K
AGAM
1922
Audent Global Asset Management
California
$755K -$14.5K -36 -2%
MAM
1923
MWA Asset Management
Massachusetts
$754K +$765K +1,905 New
TC
1924
Trust Company
Kansas
$753K +$164K +408 +27%
DMBA
1925
Deseret Mutual Benefit Administrators
Utah
$752K -$135K -337 -15%