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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1601
Abacus FCF Advisors
Florida
$911K -$107K -1,358 -9%
CWP
1602
CFM Wealth Partners
Texas
$901K +$34.6K +440 +4%
KF
1603
Krilogy Financial
Missouri
$899K +$683K +8,694 +245%
PIMG
1604
Patriot Investment Management Group
Tennessee
$898K -$156K -1,988 -14%
SAM
1605
Security Asset Management
New York
$897K
BS
1606
Bessemer Securities
New York
$897K +$144K +1,834 +18%
CPIG
1607
Chicago Partners Investment Group
Illinois
$895K -$63K -802 -7%
CC
1608
Cadinha & Co
Hawaii
$895K -$43.1K -548 -4%
SWP
1609
Summit Wealth Partners
Florida
$894K
Edgewood Management
1610
Edgewood Management
Connecticut
$893K
KFA
1611
Kelleher Financial Advisors
New York
$893K +$23.3K +297 +3%
SMC
1612
Smith, Moore & Co
Missouri
$893K +$327K +4,161 +52%
ACG
1613
Allen Capital Group
Nebraska
$889K -$25.1K -320 -3%
FBB
1614
Fulton Breakefield Broenniman
Maryland
$886K -$97.8K -1,245 -9%
MC
1615
Mathes Company
New York
$885K -$4.95K -63 -0.5%
BCA
1616
Berman Capital Advisors
Georgia
$885K +$123K +1,571 +15%
GCM
1617
Gladius Capital Management
Illinois
$883K +$945K +12,022 New
PAM
1618
Premier Asset Management
Illinois
$877K +$2.04K +26 +0.2%
CL
1619
Choreo LLC
Illinois
$875K -$128K -1,629 -12%
SWM
1620
Sculati Wealth Management
Michigan
$871K -$17.1K -218 -2%
WCM
1621
Wunderlich Capital Managemnt
Tennessee
$866K -$2.99K -38 -0.3%
WA
1622
Wealth Architects
California
$864K +$24.3K +309 +3%
BFO
1623
Biltmore Family Office
North Carolina
$863K -$2.03M -25,791 -69%
AF
1624
Aldebaran Financial
$858K -$3.85K -49 -0.4%
UF
1625
Univest Financial
Pennsylvania
$857K -$590K -7,513 -39%