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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1751
Exencial Wealth Advisors
Oklahoma
$890K +$117K +7,950 +15%
HCM
1752
Howard Capital Management
Georgia
$889K
DAM
1753
Derbend Asset Management
Georgia
$888K
MCM
1754
Manchester Capital Management
Vermont
$885K -$104K -7,110 -11%
KDA
1755
Kraft Davis & Associates
Missouri
$885K +$571K +38,930 New
CA
1756
Cornerstone Advisory
Maryland
$884K -$8.36K -570 -0.9%
CRC
1757
Curi RMB Capital
Illinois
$883K -$18K -1,230 -2%
CWG
1758
Cornerstone Wealth Group
North Carolina
$882K -$91.1K -6,210 -9%
OW
1759
Olistico Wealth
Oklahoma
$880K +$883K +60,220 New
Vanguard Capital Wealth Advisors
1760
Vanguard Capital Wealth Advisors
Colorado
$878K +$60.3K +4,110 +7%
OBWG
1761
Onyx Bridge Wealth Group
New York
$877K +$318K +21,670 +58%
PA
1762
PSI Advisors
Florida
$877K +$14.4K +980 +2%
PFBT
1763
Parkside Financial Bank & Trust
Missouri
$877K +$128K +8,710 +17%
RC
1764
RBF Capital
California
$877K -$147K -10,000 -14%
WAG
1765
Windsor Advisory Group
Ohio
$876K +$880K +59,970 New
ESB
1766
Essex Savings Bank
Connecticut
$875K -$7.19K -490 -0.8%
B
1767
Bellecapital
Switzerland
$874K +$93.6K +6,380 +12%
FCM
1768
Fortis Capital Management
Washington
$872K -$1.06M -72,060 -55%
LIM
1769
Lathrop Investment Management
Arkansas
$870K +$873K +59,500 New
CCMG
1770
Clark Capital Management Group
Pennsylvania
$867K -$56.3K -3,840 -6%
ST
1771
Smithfield Trust
Pennsylvania
$865K
AIC
1772
Ayalon Insurance Company
Israel
$863K
BCM
1773
Boltwood Capital Management
California
$862K -$6.45K -440 -0.7%
PWS
1774
Precision Wealth Strategies
Missouri
$860K -$928K -63,250 -52%
VA
1775
Valmark Advisers
Ohio
$859K +$75.5K +5,150 +10%