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Name Holding Trade Value Shares
Change
Change in
Stake
VC
2901
Veracity Capital
Georgia
$7.06M +$477K +1,178 +8%
APG
2902
Abacus Planning Group
South Carolina
$7.06M -$320K -791 -5%
NAS
2903
NWF Advisory Services
California
$7.05M +$1.88M +4,637 +38%
RA
2904
RiverPark Advisors
New York
$7.05M -$5.67K -14 -0.1%
MWP
2905
Madison Wealth Partners
Wisconsin
$7.04M +$610K +1,508 +10%
NCM
2906
NCM Capital Management
New Jersey
$7.04M -$35.6K -88 -0.5%
CASC
2907
Coppell Advisory Solutions Corp
Texas
$7.04M +$6.77M +16,735 New
FDS
2908
Freedom Day Solutions
Texas
$7.04M -$201K -497 -3%
SNBOSCI
2909
Security National Bank of Sioux City Iowa
Iowa
$7.03M -$264K -652 -4%
AHIA
2910
Andrew Hill Investment Advisors
Florida
$7.02M +$468K +1,155 +7%
CCG
2911
Cloverfields Capital Group
Minnesota
$7.01M +$1.04M +2,567 +18%
CH
2912
Canton Hathaway
Rhode Island
$7.01M -$607K -1,500 -8%
RFA
2913
ROI Financial Advisors
Oregon
$7.01M -$483K -1,192 -7%
SJIM
2914
St. Johns Investment Management
Florida
$7M +$535K +1,322 +9%
GWM
2915
GSB Wealth Management
Connecticut
$6.99M +$192K +475 +3%
PSFG
2916
Prairie Sky Financial Group
Illinois
$6.99M -$66.8K -165 -1%
DWAM
2917
Duncan Williams Asset Management
Tennessee
$6.99M +$6.72M +16,606 New
GPA
2918
Garrison Point Advisors
California
$6.98M -$269K -665 -4%
SEC
2919
Seven Eight Capital
New York
$6.97M +$6.71M +16,578 New
WDG
2920
Wealth Dimensions Group
Ohio
$6.97M -$184K -455 -3%
FGA
2921
Fortis Group Advisors
New Jersey
$6.97M +$4.28M +10,566 +176%
CBA
2922
Coastal Bridge Advisors
Connecticut
$6.97M -$297K -734 -4%
EL
2923
Essex LLC
Illinois
$6.96M -$221K -546 -3%
SCM
2924
Sitrin Capital Management
California
$6.96M -$169K -417 -2%
CCM
2925
Cox Capital Management
Massachusetts
$6.95M -$129K -318 -2%