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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
2201
Sandy Cove Advisors
Massachusetts
$862K +$62.4K +253 +9%
CM
2202
Caption Management
Oklahoma
$861K +$740K +3,000 New
VI
2203
Versor Investments
New York
$861K +$740K +3,000 New
JCIA
2204
Jackson Creek Investment Advisors
Colorado
$860K +$739K +2,996 New
OPWM
2205
Oxinas Partners Wealth Management
Indiana
$857K +$498K +2,018 +208%
GWM
2206
Greenwich Wealth Management
Connecticut
$857K -$54.3K -220 -7%
CIC
2207
Chilton Investment Company
Connecticut
$857K +$27.1K +110 +4%
AAP
2208
Arax Advisory Partners
Colorado
$855K -$67.6K -274 -8%
CCA
2209
Cobblestone Capital Advisors
New York
$855K -$37K -150 -5%
KMWM
2210
Keudell/Morrison Wealth Management
Oregon
$854K -$212K -859 -22%
PAI
2211
Pittenger & Anderson Inc
Nebraska
$854K +$734K +2,975 New
APW
2212
Austin Private Wealth
Texas
$851K -$24.9K -101 -3%
SFG
2213
Summit Financial Group
West Virginia
$849K +$222K +900 +44%
BCPWM
2214
Bradley & Co Private Wealth Management
Florida
$849K
CHA
2215
Carmichael Hill & Associates
Maryland
$843K +$173K +700 +31%
WF
2216
Wayfinding Financial
Washington
$842K +$23.4K +95 +4%
CWA
2217
Canvas Wealth Advisors
Kansas
$840K -$27.1K -110 -4%
MCA
2218
Magnolia Capital Advisors
Mississippi
$837K -$70.3K -285 -9%
WSC
2219
Wellington Shields & Co
New York
$830K
RBC
2220
Romano Brothers & Co
Illinois
$827K +$25.2K +102 +4%
EWA
2221
Etesian Wealth Advisors
Oregon
$827K
FF
2222
Fluent Financial
Texas
$826K -$747K -3,029 -51%
RFN
2223
Redwood Financial Network
Ohio
$826K +$15.1K +61 +2%
RRWA
2224
Rainey & Randall Wealth Advisors
Florida
$825K -$740 -3 -0.1%
NFA
2225
Northern Financial Advisors
Michigan
$824K -$47.4K -192 -6%