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Name Holding Trade Value Shares
Change
Change in
Stake
SI
2376
Severin Investments
Missouri
$687K +$181K +364 +37%
PWA
2377
Physician Wealth Advisors
Utah
$686K -$72.8K -146 -10%
MFC
2378
Morris Financial Concepts
South Carolina
$686K
CWP
2379
Curated Wealth Partners
California
$686K -$148K -297 -18%
MFG
2380
Midwest Financial Group
Kansas
$684K -$5.49K -11 -0.8%
KFG
2381
Kelly Financial Group
Connecticut
$683K +$1.5K +3 +0.2%
DT
2382
DV Trading
Illinois
$683K +$324K +649 +95%
ASG
2383
Advisory Solutions Group
Minnesota
$682K +$662K +1,328 New
DFCM
2384
Dark Forest Capital Management
Puerto Rico
$678K +$342K +685 +108%
RWA
2385
Redhawk Wealth Advisors
Minnesota
$678K +$499 +1 +0.1%
Hudson Bay Capital Management
2386
Hudson Bay Capital Management
Connecticut
$678K +$658K +1,320 New
FAOAI
2387
Fund Advisors of America Inc
Florida
$677K +$3.49K +7 +0.5%
CPA
2388
Capital Performance Advisors
California
$676K -$341K -683 -34%
KFGK
2389
Keystone Financial Group (Kentucky)
Kentucky
$675K -$2.99K -6 -0.5%
WWM
2390
Walser Wealth Management
Florida
$675K +$189K +380 +41%
PPC
2391
Pennington Partners & Co
Maryland
$674K +$135K +270 +26%
WA
2392
Wealth Architects
California
$674K +$15K +30 +2%
BCM
2393
Becker Capital Management
Oregon
$674K +$59.3K +119 +10%
CHWM
2394
Cauble & Harre Wealth Management
Missouri
$674K
CA
2395
Cannon Advisors
North Carolina
$674K -$1.72M -3,441 -73%
SVWAG
2396
Sound View Wealth Advisors Group
Georgia
$672K -$115K -230 -15%
AF
2397
Atala Financial
California
$671K
CD
2398
Chapin Davis
Maryland
$671K +$4.99K +10 +0.8%
GWM
2399
GSB Wealth Management
Connecticut
$671K
GPWM
2400
Grant Private Wealth Management
California
$670K +$102K +204 +19%