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Name Holding Trade Value Shares
Change
Change in
Stake
PFC
1851
Phocas Financial Corp
California
$602K +$45.8K +2,900 +6%
SCI
1852
Stableford Capital II
Arizona
$600K -$21K -1,330 -3%
NMG
1853
New Millennium Group
Utah
$595K +$21.2K +1,340 +3%
TWM
1854
Triton Wealth Management
Arizona
$594K -$47K -2,970 -6%
GC
1855
Gilbert & Cook
Iowa
$592K -$65.9K -4,170 -9%
CWM
1856
Cahaba Wealth Management
Georgia
$592K +$11.1K +700 +1%
ETIA
1857
Epic Trust Investment Advisors
Washington
$592K +$771K +48,780 New
WWP
1858
WR Wealth Planners
Missouri
$591K +$2.21K +140 +0.3%
TIA
1859
Trust Investment Advisors
Indiana
$591K +$770K +48,700 New
BWM
1860
Birchcreek Wealth Management
Ohio
$590K +$316 +20 +0%
WI
1861
WrapManager Inc
California
$588K +$43.6K +2,760 +6%
BHIA
1862
Birch Hill Investment Advisors
Massachusetts
$588K +$47.4K +3,000 +7%
BO
1863
BRR OpCo
Ohio
$588K +$58.8K +3,720 +8%
Fayez Sarofim & Co
1864
Fayez Sarofim & Co
Texas
$588K +$126K +7,950 +20%
MCC
1865
Malaga Cove Capital
California
$588K +$282K +17,810 +58%
WCFA
1866
Walkner Condon Financial Advisors
Wisconsin
$587K +$5.53K +350 +0.7%
4WM
1867
4J Wealth Management
Virginia
$587K +$11.7K +740 +2%
IEFM
1868
IQ EQ Fund Management
Ireland
$587K +$24.7K +1,560 +3%
PMG
1869
ProVise Management Group
Florida
$586K +$28.9K +1,830 +4%
LAM
1870
L2 Asset Management
Massachusetts
$586K +$94.4K +5,970 +14%
XF
1871
XML Financial
Maryland
$585K +$26.2K +1,660 +4%
SEIA
1872
Signature Estate & Investment Advisors
California
$584K -$82.5K -5,220 -10%
NHC
1873
Nicholas Hoffman & Company
Georgia
$583K +$14.4K +910 +2%
WDC
1874
Woodward Diversified Capital
California
$581K -$17.2K -1,090 -2%
CAN
1875
Claraphi Advisory Network
United States
$580K -$50.6K -3,200 -6%