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Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
2601
Newbridge Financial Services Group
Florida
$6.4M +$1.98M +6,100 +47%
CHP
2602
Cable Hill Partners
Oregon
$6.39M +$14.6K +45 +0.2%
LG
2603
Lane Generational
Massachusetts
$6.39M +$6.16M +19,011 New
EWM
2604
EPG Wealth Management
Georgia
$6.39M +$583K +1,797 +10%
BC
2605
BIT Capital
Germany
$6.39M -$4.43M -13,678 -42%
CA
2606
CV Advisors
Florida
$6.39M +$6.16M +18,994 New
BFG
2607
Beacon Financial Group
Texas
$6.38M -$80.1K -247 -1%
FWM
2608
Fairhaven Wealth Management
Illinois
$6.38M +$7.46K +23 +0.1%
UBG
2609
United Bank (Georgia)
Georgia
$6.37M -$15.6K -48 -0.3%
SW
2610
StrongBox Wealth
Missouri
$6.36M +$291K +898 +5%
AAA
2611
Adams Asset Advisors
Texas
$6.34M -$549K -1,693 -8%
ICM
2612
IMS Capital Management
Oregon
$6.34M +$323K +996 +6%
FMB
2613
Field & Main Bank
Kentucky
$6.34M +$600K +1,850 +11%
SAM
2614
SignalPoint Asset Management
Missouri
$6.34M +$324 +1 +0%
SNBOSCI
2615
Security National Bank of Sioux City Iowa
Iowa
$6.33M -$75.2K -232 -1%
BFA
2616
Buttonwood Financial Advisors
Maryland
$6.33M +$6.1M +18,812 New
RC
2617
Reik & Co
New York
$6.33M
CGA
2618
Crescent Grove Advisors
Illinois
$6.32M -$229K -705 -4%
CWP
2619
Concord Wealth Partners
Virginia
$6.31M +$2.24M +6,897 +58%
LCM
2620
LCM Capital Management
Illinois
$6.3M +$169K +521 +3%
SFG
2621
Snider Financial Group
Washington
$6.3M +$114K +351 +2%
EWM
2622
Evermay Wealth Management
Virginia
$6.29M +$1.25M +3,862 +26%
TVWM
2623
Tower View Wealth Management
Wisconsin
$6.28M -$83.3K -257 -1%
FC
2624
FORA Capital
Florida
$6.27M +$6.05M +18,648 New
GPTE
2625
Generali Powszechne Towarzystwo Emerytalne
Poland
$6.27M +$6.04M +18,639 New