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Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
1901
Syntegra Private Wealth Group
Missouri
$781K +$137K +341 +21%
JCM
1902
Jacobsen Capital Management
Utah
$780K +$21.3K +53 +3%
IDA
1903
Intelligence Driven Advisers
California
$777K +$244K +607 +44%
RCM
1904
Radnor Capital Management
Pennsylvania
$777K – – –
EFG
1905
Ethos Financial Group
Pennsylvania
$777K +$155K +386 +24%
SAMT
1906
Select Asset Management & Trust
Pennsylvania
$776K – – –
HWM
1907
Howard Wealth Management
Connecticut
$774K – – –
WAM
1908
Werlinich Asset Management
Connecticut
$774K +$18.9K +47 +2%
BIA
1909
Bigelow Investment Advisors
Maine
$774K +$6.42K +16 +0.8%
DA
1910
Detalus Advisors
Missouri
$773K -$34.9K -87 -4%
NRC
1911
New Republic Capital
North Carolina
$773K +$229K +571 +41%
JAG
1912
Journey Advisory Group
Kentucky
$770K -$6.42K -16 -0.8%
EWM
1913
Empirical Wealth Management
Washington
$769K +$263K +656 +51%
TNBTD
1914
Trustmark National Bank Trust Department
Mississippi
$768K +$28.1K +70 +4%
SG Americas Securities
1915
SG Americas Securities
New York
$768K -$10.6M -26,286 -93%
PWMG
1916
Provence Wealth Management Group
California
$763K +$99.5K +248 +15%
AWM
1917
Aberdeen Wealth Management
Illinois
$762K – – –
OQS
1918
Occudo Quantitative Strategies
Florida
$762K +$773K +1,925 New
NCG
1919
Newport Capital Group
New Jersey
$761K +$41.7K +104 +6%
RPCONE
1920
Retirement Planning Company of New England
Rhode Island
$758K +$397K +988 +107%
DI
1921
DDFG Inc
California
$755K – – –
SCM
1922
Schnieders Capital Management
California
$755K – – –
AGAM
1923
Audent Global Asset Management
California
$755K -$14.5K -36 -2%
MAM
1924
MWA Asset Management
Massachusetts
$754K +$765K +1,905 New
TC
1925
Trust Company
Kansas
$753K +$164K +408 +27%