Name Holding Trade Value Shares
Change
Change in
Stake
HIS
1326
Harvest Investment Services
Illinois
$528K +$609K +4,630 New
CAG
1327
Crestwood Advisors Group
Massachusetts
$527K -$1.05K -8 -0.2%
APW
1328
Aurora Private Wealth
New Jersey
$526K +$392K +2,982 +183%
RZH
1329
Relyea Zuckerberg Hanson
Connecticut
$525K -$54.5K -414 -8%
GTAM
1330
Global Trust Asset Management
Florida
$523K +$488K +3,708 +443%
REMPR
1331
Roof Eidam Maycock Peralta (REMP)
California
$520K – – –
BMA
1332
Brooks Moore & Associates
Tennessee
$519K -$47K -357 -7%
RIA
1333
Realta Investment Advisors
Delaware
$517K +$22.8K +173 +4%
PPW
1334
Parcion Private Wealth
Washington
$514K +$15.8K +120 +3%
RCC
1335
Red Cedar Capital
Nebraska
$511K – – –
RIS
1336
Retirement Income Solutions
Michigan
$508K -$31.4K -239 -5%
NFG
1337
Norris Financial Group
South Carolina
$507K +$585K +4,444 New
EWM
1338
Endurance Wealth Management
Rhode Island
$507K +$137K +1,043 +31%
CPSAC
1339
Chas P. Smith & Associates (CPS)
Florida
$504K -$14.2M -107,755 -96%
SAM
1340
SignalPoint Asset Management
Missouri
$504K +$29.7K +226 +5%
HCM
1341
Hall Capital Management
Rhode Island
$502K -$64.6K -491 -10%
EGA
1342
Eagle Global Advisors
Texas
$501K – – –
WIA
1343
Wealthstreet Investment Advisors
Texas
$500K -$23.3K -177 -4%
SC
1344
Searle & Co
Connecticut
$497K – – –
WPA
1345
Winning Points Advisors
Florida
$497K – – –
SAM
1346
Secure Asset Management
Michigan
$497K +$111K +842 +24%
TIA
1347
Tiemann Investment Advisors
California
$496K +$33.9K +258 +6%
ISB
1348
Iowa State Bank
Iowa
$495K -$15.7K -119 -3%
TI
1349
Trexquant Investment
Connecticut
$495K +$571K +4,338 New
PAM
1350
Peak Asset Management
Colorado
$493K -$30K -228 -5%