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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1901
Highland Private Wealth Management
Washington
$943K -$49.3K -552 -5%
MA
1902
MCF Advisors
Kentucky
$942K +$24.1K +270 +3%
JWA
1903
JFS Wealth Advisors
Pennsylvania
$942K +$125K +1,397 +15%
GCM
1904
Gladius Capital Management
Illinois
$940K +$834K +9,343 +598%
IF
1905
IRON Financial
Illinois
$936K +$50.6K +567 +6%
FPF
1906
First Pacific Financial
Washington
$931K +$63.8K +715 +7%
RWA
1907
Rainsberger Wealth Advisors
Colorado
$931K +$154K +1,727 +19%
BAM
1908
Boyar Asset Management
New York
$931K +$279K +3,127 +41%
F
1909
F3Logic
Minnesota
$930K +$6.61K +74 +0.7%
WSCM
1910
Wellington Shields Capital Management
New York
$928K
RPWA
1911
Regent Peak Wealth Advisors
Georgia
$927K -$1.69M -18,910 -64%
TL
1912
Tradewinds LLC
North Carolina
$927K +$4.37K +49 +0.5%
CHP
1913
Cable Hill Partners
Oregon
$926K -$60.5K -678 -6%
MCWA
1914
Meadow Creek Wealth Advisors
Georgia
$924K +$14.5K +162 +2%
FCA
1915
FinTrust Capital Advisors
South Carolina
$924K +$353K +3,954 +64%
VFO
1916
Virtus Family Office
Texas
$924K +$958K +10,728 New
CWP
1917
Concord Wealth Partners
Virginia
$922K -$17.1K -192 -2%
FFN
1918
Focus Financial Network
Minnesota
$921K -$11.2K -126 -1%
AA
1919
Apriem Advisors
California
$918K -$26.5K -297 -3%
TPWM
1920
Twelve Points Wealth Management
Massachusetts
$918K +$7.77K +87 +0.8%
BEAM
1921
Baker Ellis Asset Management
Washington
$918K +$37K +415 +4%
TBNY
1922
Trustco Bank (New York)
New York
$911K -$79.2K -887 -8%
ZIG
1923
Zullo Investment Group
Pennsylvania
$911K +$16.2K +182 +2%
MW
1924
MBL Wealth
North Carolina
$910K +$118K +1,321 +14%
NAS
1925
Nicolet Advisory Services
Wisconsin
$907K +$9.46K +106 +1%