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Name Holding Trade Value Shares
Change
Change in
Stake
OGC
1801
Oak Grove Capital
New Hampshire
$802K -$70.8K -960 -8%
MC
1802
Mathes Company
New York
$798K
AAM
1803
Aureus Asset Management
Massachusetts
$794K -$445K -6,032 -36%
BWM
1804
BT Wealth Management
Georgia
$794K -$309K -4,192 -28%
EGM
1805
Engineers Gate Manager
New York
$791K -$9.31M -126,166 -92%
SFM
1806
Signet Financial Management
New Jersey
$791K -$73.3K -994 -8%
GIP
1807
Granite Investment Partners
California
$790K -$186K -2,515 -19%
MFG
1808
Merit Financial Group
Georgia
$787K -$28K -379 -3%
BCM
1809
Bluefin Capital Management
New York
$787K +$201K +2,725 +34%
SIG
1810
Sargent Investment Group
Maryland
$785K +$141K +1,913 +22%
HWMA
1811
Heritage Wealth Management (Arizona)
Arizona
$784K +$786K +10,659 New
KPCM
1812
Kings Point Capital Management
New York
$782K +$23.9K +324 +3%
SRC
1813
Sage Rhino Capital
California
$781K -$590 -8 -0.1%
KOMWMG
1814
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$781K +$87K +1,180 +13%
BWP
1815
Bernardo Wealth Planning
Pennsylvania
$780K -$586K -7,938 -43%
KCM
1816
Kathmere Capital Management
Pennsylvania
$779K +$458K +6,208 +142%
ECG
1817
Edge Capital Group
Georgia
$777K -$176K -2,388 -18%
BFPW
1818
BOK Financial Private Wealth
Colorado
$777K -$39.5K -535 -5%
AO
1819
Advisor OS
Illinois
$777K +$71.8K +974 +10%
AFC
1820
AFT Forsyth & Company
Florida
$775K -$71.5K -969 -8%
PFGIA
1821
Patriot Financial Group Insurance Agency
Massachusetts
$774K -$65.1K -883 -8%
BOM
1822
Bank of Marin
California
$772K +$58K +786 +8%
LKIM
1823
Lawson Kroeker Investment Management
Nebraska
$771K -$7.75K -105 -1%
LA
1824
LexAurum Advisors
Kansas
$768K -$1.18K -16 -0.2%
SWMG
1825
Strategic Wealth Management Group
Maryland
$767K -$14.9K -202 -2%