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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
2226
Red Door Wealth Management
Tennessee
$630K – – –
PM
2227
Penbrook Management
New York
$629K +$129K +500 +26%
Nishkama Capital LLC
2228
Nishkama Capital LLC
Puerto Rico
$629K +$619K +2,400 New
OC
2229
Oarsman Capital
Wisconsin
$627K -$38.9K -151 -6%
HI
2230
Hudock Inc
Pennsylvania
$627K -$3.1K -12 -0.5%
GCM
2231
Gladius Capital Management
Illinois
$627K +$617K +2,392 New
CCM
2232
Carlson Capital Management
Minnesota
$626K -$46.9K -182 -7%
RGC
2233
Roberts, Glore & Co
Illinois
$626K -$19.1K -74 -3%
Thompson Siegel & Walmsley
2234
Thompson Siegel & Walmsley
Virginia
$625K -$522K -2,025 -46%
FFS
2235
Founders Financial Securities
Maryland
$625K -$23K -89 -4%
SIA
2236
Strategic Investment Advisors
Michigan
$624K -$98K -380 -14%
SB
2237
Sunflower Bank
Texas
$624K -$55.4K -215 -8%
GWM
2238
Greenwich Wealth Management
Connecticut
$622K -$6.45K -25 -1%
TC
2239
Truvestments Capital
Florida
$622K +$48.2K +187 +9%
AC
2240
Addison Capital
Pennsylvania
$620K +$1.8K +7 +0.3%
SIAS
2241
Shine Investment Advisory Services
Colorado
$618K -$18.6K -72 -3%
WP
2242
WealthShield Partners
North Carolina
$616K -$74K -287 -11%
EC
2243
Estate Counselors
Wisconsin
$615K +$70.9K +275 +13%
Modera Wealth Management
2244
Modera Wealth Management
New Jersey
$613K +$48.2K +187 +9%
TA
2245
Trellis Advisors
Washington
$612K +$9.54K +37 +2%
FGA
2246
Fortis Group Advisors
New Jersey
$612K +$603K +2,340 New
GA
2247
Gateway Advisory
New Jersey
$611K -$5.16K -20 -0.8%
PPW
2248
Parcion Private Wealth
Washington
$610K -$7.74K -30 -1%
TFA
2249
Toth Financial Advisory
Virginia
$609K +$38.9K +151 +7%
LWA
2250
Lineweaver Wealth Advisors
Ohio
$608K +$118K +459 +25%