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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2351
SFMG Wealth Advisors
Texas
$846K +$356K +637 +75%
JSL
2352
JT Stratford LLC
Georgia
$845K -$28K -50 -3%
OMC
2353
Overbrook Management Corp
New York
$845K – – –
SGK
2354
Steigerwald Gordon & Koch
Virginia
$845K +$24K +43 +3%
IWP
2355
Invenio Wealth Partners
Florida
$845K -$26.8K -48 -3%
TAP
2356
TSG Advice Partners
Ohio
$844K +$826K +1,478 New
KFI
2357
Key Financial Inc
Pennsylvania
$843K -$11.7K -21 -1%
BAM
2358
BOS Asset Management
Illinois
$843K +$6.15K +11 +0.8%
CWP
2359
Curated Wealth Partners
California
$843K -$1.26M -2,257 -60%
WAG
2360
Wheelhouse Advisory Group
Missouri
$842K +$70.4K +126 +9%
RHAM
2361
Round Hill Asset Management
California
$839K – – –
Harel Insurance Investments & Financial Services
2362
Harel Insurance Investments & Financial Services
Israel
$838K -$61.1M -109,367 -99%
Capital Advisors Inc
2363
Capital Advisors Inc
Oklahoma
$837K -$16.8K -30 -2%
SCM
2364
Seascape Capital Management
New Hampshire
$836K -$349K -624 -30%
AWA
2365
ARQ Wealth Advisors
Arizona
$835K -$46.4K -83 -5%
LBC
2366
Lowe Brockenbrough & Co
Virginia
$834K +$50.9K +91 +7%
AC
2367
Aristides Capital
Kentucky
$833K +$33.5K +60 +4%
CFCS
2368
CDM Financial Counseling Services
Connecticut
$833K +$816K +1,459 New
CFA
2369
CWS Financial Advisors
Michigan
$831K +$69.9K +125 +9%
EV
2370
EJMK Ventures
Illinois
$831K +$813K +1,455 New
TCM
2371
Tributary Capital Management
Nebraska
$831K -$28K -50 -3%
MFG
2372
Magnus Financial Group
New York
$830K +$7.27K +13 +0.9%
RIA
2373
Rhodes Investment Advisors
Texas
$828K +$811K +1,450 New
NL
2374
NWAM LLC
Washington
$827K -$136K -244 -14%
Madison Asset Management
2375
Madison Asset Management
Wisconsin
$826K -$50.3K -90 -6%