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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1351
Calamos Wealth Management
Illinois
$303K -$8.84K -103 -3%
OA
1352
Oxbow Advisors
Texas
$302K
CD
1353
Chapin Davis
Maryland
$302K +$17.5K +204 +6%
SIM
1354
Sentry Investment Management
Wisconsin
$301K -$585K -6,815 -64%
MPCG
1355
Matrix Private Capital Group
New York
$301K
EP
1356
Eudaimonia Partners
Tennessee
$301K +$75K +874 +29%
SFG
1357
Summit Financial Group
West Virginia
$300K -$46.3K -539 -12%
SAM
1358
SignalPoint Asset Management
Missouri
$300K -$2.15K -25 -0.6%
BW
1359
Bison Wealth
Georgia
$300K -$102K -1,190 -24%
AMIM
1360
Aull & Monroe Investment Management
Alabama
$299K -$15.9K -185 -5%
PA
1361
Procyon Advisors
Connecticut
$299K -$19.2K -224 -6%
ODG
1362
O'Dell Group
Ohio
$298K -$31.1K -362 -9%
PA
1363
Probity Advisors
Texas
$297K
IAM
1364
Innovis Asset Management
Illinois
$295K +$324K +3,775 New
PAG
1365
Powers Advisory Group
Illinois
$293K -$11.2K -130 -3%
ACP
1366
Arcus Capital Partners
Georgia
$292K +$14.1K +164 +5%
AFG
1367
ABLE Financial Group
Arizona
$292K -$494K -5,752 -61%
BC
1368
Belmont Capital
California
$292K +$320K +3,726 New
MSA
1369
Marino Stram & Associates
Massachusetts
$291K -$13.8K -161 -4%
CA
1370
Claro Advisors
Massachusetts
$291K +$49.3K +574 +18%
AFC
1371
AFT Forsyth & Company
Florida
$290K -$31.8K -370 -9%
BIAS
1372
Beacon Investment Advisory Services
New Jersey
$290K -$45.7K -532 -13%
JIC
1373
Joel Isaacson & Co
New York
$290K -$85.3K -993 -21%
ERWM
1374
Elk River Wealth Management
Colorado
$290K -$4.55K -53 -1%
TFO
1375
Tarbox Family Office
California
$290K