Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1451
Ethos Financial Group
Pennsylvania
$315K +$339K +3,590 New
CA
1452
Cresta Advisors
Texas
$315K +$113K +1,196 +50%
AT
1453
Avalon Trust
New Mexico
$315K +$338K +3,588 New
SMWM
1454
Silvia McColl Wealth Management
California
$315K -$16.9K -179 -5%
CFAM
1455
Coury Firm Asset Management
Pennsylvania
$315K +$32.5K +345 +11%
SB
1456
Strategic Blueprint
Georgia
$313K +$16.3K +173 +5%
WTA
1457
Washington Trust Advisors
Massachusetts
$313K -$18.8K -199 -5%
CCA
1458
Checchi Capital Advisers
California
$313K -$37.3K -396 -10%
FCA
1459
Fortis Capital Advisors
Kansas
$312K +$59.7K +633 +22%
FCM
1460
Firestone Capital Management
Florida
$311K +$65.4K +694 +24%
PFA
1461
Petra Financial Advisors
Colorado
$310K +$22.4K +237 +7%
LWP
1462
Lumature Wealth Partners
Georgia
$310K +$29K +307 +10%
GTAM
1463
Global Trust Asset Management
Florida
$309K -$101K -1,072 -23%
RWM
1464
Revisor Wealth Management
Ohio
$308K +$331K +3,507 New
AHB
1465
Abner Herrman & Brock
New Jersey
$308K – – –
DM
1466
Diker Management
New York
$308K – – –
PT
1467
Plimoth Trust
Massachusetts
$307K -$594K -6,301 -64%
BO
1468
Bank OZK
Arkansas
$307K -$1.53M -16,269 -82%
ISL
1469
Ingalls & Snyder LLC
New York
$307K -$65.1K -690 -16%
PFBT
1470
Parkside Financial Bank & Trust
Missouri
$307K -$227K -2,406 -41%
RPGK
1471
Retirement Planning Group (Kansas)
Kansas
$306K +$328K +3,482 New
DWM
1472
Dorchester Wealth Management
Quebec, Canada
$306K -$25.4K -269 -7%
I2I
1473
Insight 2811 Inc
Illinois
$306K -$5.66K -60 -2%
ORAM
1474
One River Asset Management
Connecticut
$306K -$3.33M -35,310 -91%
CA
1475
Claro Advisors
Massachusetts
$306K +$56.7K +601 +21%