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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
551
Pallas Capital Advisors
Massachusetts
$882K +$1.63K +8 +0.2%
HWM
552
HB Wealth Management
Georgia
$879K +$246K +1,206 +42%
FFA
553
Florida Financial Advisors
Florida
$878K +$835K +4,092 New
OTL
554
Oak Thistle LLC
New York
$872K +$588K +2,880 +243%
GC
555
Grimes & Company
Massachusetts
$871K +$829K +4,060 New
FFM
556
Forum Financial Management
Illinois
$870K +$15.9K +78 +2%
TFS
557
Thoroughbred Financial Services
Tennessee
$866K +$5.1K +25 +0.6%
MFG
558
Menard Financial Group
Texas
$865K -$2.45K -12 -0.3%
Capstone Investment Advisors
559
Capstone Investment Advisors
New York
$864K +$822K +4,027 New
YCM
560
Yousif Capital Management
Michigan
$859K -$8.57K -42 -1%
G
561
Greycroft
New York
$858K
MSFS
562
Main Street Financial Solutions
Pennsylvania
$855K +$11.2K +55 +1%
P
563
Pitcairn
Pennsylvania
$853K -$362K -1,774 -31%
GA
564
GraniteShares Advisors
New York
$842K -$79K -387 -9%
MFG
565
Merit Financial Group
Georgia
$826K -$53.1K -260 -6%
DFCM
566
Dark Forest Capital Management
Puerto Rico
$818K +$778K +3,811 New
BCM
567
Brookstone Capital Management
Illinois
$817K +$69.2K +339 +10%
CCA
568
Cravens & Co Advisors
Tennessee
$811K -$125K -612 -14%
CIA
569
Concurrent Investment Advisors
Florida
$805K +$179K +876 +30%
AWM
570
Apollon Wealth Management
South Carolina
$797K +$3.67K +18 +0.5%
VCM
571
Virtue Capital Management
Tennessee
$784K -$1.33M -6,529 -89%
CA
572
Cache Advisors
California
$783K
PIA
573
Powell Investment Advisors
Florida
$769K
PWM
574
Palumbo Wealth Management
New York
$764K +$75.3K +369 +12%
AI
575
AXS Investments
New York
$764K +$727K +3,559 New