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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1901
Mayflower Financial Advisors
Massachusetts
$1.27M -$13.6K -120 -1%
JSAM
1902
J. Safra Asset Management
New York
$1.27M +$227K +2,010 +27%
UAG
1903
United Advisor Group
Ohio
$1.27M +$200K +1,770 +23%
MFG
1904
MidWestOne Financial Group
Iowa
$1.27M -$18.1K -160 -2%
FFG
1905
Fiduciary Financial Group
California
$1.26M -$20.4K -180 -2%
HTIM
1906
Harbour Trust & Investment Management
Indiana
$1.26M
FAM
1907
Formidable Asset Management
Ohio
$1.26M
LEA
1908
Legacy Edge Advisors
New York
$1.26M +$1.13K +10 +0.1%
IWA
1909
IVC Wealth Advisors
Pennsylvania
$1.25M -$87.1K -770 -8%
PCH
1910
PGIM Custom Harvest
New Jersey
$1.25M +$3.39K +30 +0.3%
WWM
1911
Whalen Wealth Management
Nevada
$1.24M -$1.05M -9,250 -50%
PAA
1912
Peregrine Asset Advisers
Oregon
$1.24M -$92.7K -820 -8%
OWA
1913
Opal Wealth Advisors
New York
$1.24M +$41.8K +370 +4%
JWM
1914
JGP Wealth Management
Oregon
$1.24M +$138K +1,220 +15%
RWA
1915
Redhawk Wealth Advisors
Minnesota
$1.23M +$112K +990 +12%
SAM
1916
Strive Asset Management
Ohio
$1.23M -$392K -3,470 -27%
RCP
1917
Rothschild Capital Partners
New York
$1.23M +$147K +1,300 +16%
MAG
1918
MRA Advisory Group
New Jersey
$1.23M +$230K +2,030 +28%
EPIMS
1919
Evelyn Partners Investment Management Services
$1.23M -$70.1K -620 -6%
BL
1920
BFSG LLC
California
$1.23M +$867K +7,670 +508%
APW
1921
Austin Private Wealth
Texas
$1.22M +$139K +1,230 +16%
TCBWMS
1922
Texas Capital Bank Wealth Management Services
Texas
$1.22M +$48.6K +430 +5%
PWP
1923
Private Wealth Partners
California
$1.22M
AC
1924
ASB Consultores
Florida
$1.22M -$19.2K -170 -2%
FIA
1925
FNY Investment Advisers
New York
$1.22M +$690K +6,100 +203%