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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1401
Abbot Financial Management
Massachusetts
$3.35M -$232K -8,420 -7%
SW
1402
SkyOak Wealth
Michigan
$3.35M -$824K -29,960 -21%
SWM
1403
Sugarloaf Wealth Management
Georgia
$3.34M +$69.3K +2,520 +2%
CAC
1404
Certified Advisory Corp
Florida
$3.34M +$737K +26,800 +31%
FC
1405
Forte Capital
New York
$3.33M -$390K -14,190 -11%
DWM
1406
Destination Wealth Management
California
$3.33M -$2.64M -95,830 -46%
SAM
1407
Silvercrest Asset Management
New York
$3.33M +$306K +11,110 +11%
CRI
1408
Colonial River Investments
Virginia
$3.32M +$1.06M +38,680 +52%
GI
1409
GS Investments
Minnesota
$3.31M -$665K -24,160 -18%
OWA
1410
Octavia Wealth Advisors
Ohio
$3.3M -$73.7K -2,680 -2%
P
1411
Paradiem
Louisiana
$3.29M -$12.4K -450 -0.3%
MFA
1412
Mayflower Financial Advisors
Massachusetts
$3.28M -$14.6K -530 -0.5%
HIS
1413
Horizon Investment Services
Indiana
$3.27M +$2.75K +100 +0.1%
IIM
1414
InTrack Investment Management
Vermont
$3.26M -$463K -16,810 -13%
MS
1415
Mizuho Securities
Japan
$3.25M -$895K -32,510 -23%
GFP
1416
Gryphon Financial Partners
Ohio
$3.24M -$512K -18,620 -14%
CPO
1417
Cerity Partners OCIO
New York
$3.24M +$42.6K +1,550 +1%
LCM
1418
Liberty Capital Management
Michigan
$3.23M -$368K -13,370 -11%
CW
1419
Connectus Wealth
Ohio
$3.23M +$3.02M +109,890 New
WSCM
1420
Wellington Shields Capital Management
New York
$3.22M +$1.19M +43,330 +65%
IC
1421
Inscription Capital
Texas
$3.22M +$1.88M +68,440 +166%
GIM
1422
Guardian Investment Management
California
$3.21M +$30.3K +1,100 +1%
HCM
1423
Howard Capital Management
Georgia
$3.21M +$884K +32,130 +42%
BFG
1424
Berger Financial Group
Minnesota
$3.2M +$2.22M +80,840 +290%
FI
1425
Fosun International
China
$3.19M +$641K +23,290 +28%