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Name Holding Trade Value Shares
Change
Change in
Stake
PW
2101
PUREfi Wealth
Massachusetts
$778K -$234K -733 -23%
TSWM
2102
Triangle Securities Wealth Management
North Carolina
$778K +$90.2K +283 +13%
SMH
2103
Sanders Morris Harris
Texas
$777K +$796K +2,500 New
TGAM
2104
TBH Global Asset Management
Tennessee
$776K -$126K -396 -14%
HAS
2105
Holland Advisory Services
Florida
$776K -$4.46K -14 -0.6%
FC
2106
Financial Consulate
Maryland
$774K +$45.2K +142 +6%
HI
2107
Hudock Inc
Pennsylvania
$774K -$743K -2,331 -48%
ATS
2108
Ashton Thomas Securities
New York
$773K +$154K +484 +24%
TCWM
2109
Total Clarity Wealth Management
Illinois
$773K +$90.5K +284 +13%
YIM
2110
Yoffe Investment Management
Pennsylvania
$772K – – –
T
2111
TOBAM
France
$772K +$792K +2,485 New
CCA
2112
Clearwater Capital Advisors
Illinois
$771K +$38.9K +122 +5%
DWM
2113
Daner Wealth Management
Georgia
$770K -$14.3K -45 -2%
MA
2114
MJP Associates
Connecticut
$768K -$144K -451 -15%
RFA
2115
Rollins Financial Advisors
New York
$768K +$1.59K +5 +0.2%
HCM
2116
Hodges Capital Management
Texas
$766K -$152K -477 -16%
TFG
2117
Tilson Financial Group
New Jersey
$766K – – –
PAM
2118
PCG Asset Management
New Jersey
$765K +$11.2K +35 +1%
SI
2119
Severin Investments
Missouri
$762K +$25.5K +80 +3%
LWM
2120
Lodestone Wealth Management
Washington
$762K +$14.3K +45 +2%
KWM
2121
KFG Wealth Management
Indiana
$762K -$10.2K -32 -1%
PWM
2122
Prentice Wealth Management
New York
$760K -$4.78K -15 -0.6%
CC
2123
Constitution Capital
Connecticut
$757K +$776K +2,435 New
CTC
2124
Cetera Trust Company
Minnesota
$755K -$1.94M -6,099 -72%
TCP
2125
TMB Capital Partners
Arkansas
$755K +$637 +2 +0.1%