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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1676
Fortem Financial Group
California
$703K +$375K +4,677 +115%
OFW
1677
Omnia Family Wealth
Florida
$701K +$2.48K +31 +0.4%
PCM
1678
Prelude Capital Management
New York
$696K -$1.51M -18,851 -69%
EWM
1679
Endurance Wealth Management
Rhode Island
$693K
BPA
1680
Beacon Pointe Advisors
California
$687K -$181K -2,255 -21%
RAM
1681
Redmond Asset Management
Virginia
$687K +$129K +1,610 +23%
GBBWRPM
1682
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$686K +$25.2K +314 +4%
BPB
1683
Badgley, Phelps & Bell
Washington
$685K +$20.8K +259 +3%
MC
1684
Miles Capital
Iowa
$684K -$142K -1,771 -17%
TC
1685
TAP Consulting
Missouri
$681K +$680K +8,485 New
NAS
1686
Nicolet Advisory Services
Wisconsin
$680K -$105K -1,311 -13%
NED
1687
Nancy E. Dempze
$680K -$16.8K -210 -2%
RHJA
1688
Rice Hall James & Associates
California
$679K
CBA
1689
Coastal Bridge Advisors
Connecticut
$679K +$7.77K +97 +1%
BCA
1690
Bay Colony Advisors
Massachusetts
$679K +$341K +4,250 +101%
AEPG
1691
American Economic Planning Group
New Jersey
$676K -$45.8K -572 -6%
PAWC
1692
P.A.W. Capital
Connecticut
$673K -$42K -524 -6%
CCM
1693
Cutler Capital Management
Massachusetts
$673K
HCM
1694
HGI Capital Management
New York
$673K
TF
1695
TLWM Financial
Texas
$672K -$23.6K -294 -3%
UC
1696
Unio Capital
New Jersey
$671K -$393K -4,899 -37%
WPA
1697
Winning Points Advisors
Florida
$669K
SG
1698
StoneX Group
New York
$669K +$101K +1,262 +18%
PV
1699
Private Vista
Illinois
$668K +$21K +262 +3%
CWM
1700
Concentric Wealth Management
California
$667K +$721 +9 +0.1%