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Name Holding Trade Value Shares
Change
Change in
Stake
SGFG
2626
Silver Grove Financial Group
New York
$438K +$50.9K +472 +11%
JGC
2627
J. Goldman & Co
New York
$438K +$504K +4,671 New
MCI
2628
MRP Capital Investments
Georgia
$436K -$933K -8,650 -65%
OFS
2629
OneAscent Financial Services
Alabama
$436K -$17.3K -160 -3%
KA
2630
Kooman & Associates
Pennsylvania
$436K -$42.5K -394 -8%
CFG
2631
Carter Financial Group
Illinois
$435K +$106K +987 +27%
GA
2632
Goldstein Advisors
Wisconsin
$435K -$68.4K -634 -12%
LWM
2633
LeConte Wealth Management
Tennessee
$434K +$22.9K +212 +5%
RPCA
2634
Running Point Capital Advisors
California
$434K +$10.8K +100 +2%
DFCM
2635
Dark Forest Capital Management
Puerto Rico
$432K -$8.85M -82,102 -95%
CCM
2636
Canal Capital Management
Virginia
$431K -$2.53M -23,478 -84%
WC
2637
Whitney & Co
New York
$430K +$144K +1,340 +41%
ESBC
2638
E.S. Barr & Co
Kentucky
$429K +$19.4K +180 +4%
SWM
2639
Selective Wealth Management
Virginia
$428K +$24.1K +224 +5%
OAS
2640
Optivise Advisory Services
Tennessee
$428K -$14.2K -132 -3%
DCM
2641
Donaldson Capital Management
Indiana
$427K -$5.7M -52,838 -92%
EFL
2642
ERn Financial LLC
Wisconsin
$426K -$7.01K -65 -1%
CG
2643
CFO4Life Group
Texas
$426K +$216 +2 +0%
OFW
2644
Omnia Family Wealth
Florida
$426K -$76.7K -711 -14%
VI
2645
Versor Investments
New York
$425K +$489K +4,534 New
PA
2646
Planning Alternatives
Michigan
$425K +$53.7K +498 +12%
WIC
2647
Woodmont Investment Counsel
Tennessee
$424K -$17.3K -160 -3%
MHR
2648
Matthew Hamilton Rosenberg
$423K +$3.23K +30 +0.7%
ACM
2649
Appalachian Capital Management
Ohio
$423K +$486K +4,510 New
LRWM
2650
Lord & Richards Wealth Management
Colorado
$423K +$110K +1,019 +29%