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Name Holding Trade Value Shares
Change
Change in
Stake
ZF
1901
Zhang Financial
Michigan
$8.92M -$353K -2,987 -4%
AIA
1902
Alera Investment Advisors
Illinois
$8.89M +$2.16M +18,254 +33%
HIA
1903
Harbor Investment Advisory
Maryland
$8.88M -$326K -2,760 -4%
XT
1904
XTX Topco
Cayman Islands
$8.88M +$4.15M +35,102 +92%
PTP
1905
Platform Technology Partners
New York
$8.87M -$256K -2,167 -3%
IF
1906
Intrua Financial
Texas
$8.87M -$1.27M -10,710 -13%
KIG
1907
Kowal Investment Group
Wisconsin
$8.87M -$7.32K -62 -0.1%
PFM
1908
Privium Fund Management
Netherlands
$8.86M +$1.89M +16,000 +28%
AFP
1909
Ausdal Financial Partners
Iowa
$8.86M +$397K +3,360 +5%
SPC
1910
Stony Point Capital
New York
$8.85M +$279K +2,364 +3%
BCMLT
1911
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.84M +$436K +3,693 +5%
FFG
1912
Fiduciary Financial Group
California
$8.83M -$236K -2,000 -3%
TWP
1913
Tyche Wealth Partners
Texas
$8.81M +$45.8K +388 +0.5%
IRAG
1914
Investment Research & Advisory Group
Georgia
$8.79M -$27.4K -232 -0.3%
ZF
1915
Zega Financial
Florida
$8.79M +$2.15M +18,194 +34%
SF
1916
Slagle Financial
Illinois
$8.77M +$585K +4,953 +7%
WSCM
1917
Wellington Shields Capital Management
New York
$8.76M +$3.67M +31,075 +76%
TCWA
1918
Turtle Creek Wealth Advisors
Texas
$8.75M +$716K +6,061 +9%
EBWM
1919
Eagle Bluffs Wealth Management
Missouri
$8.73M +$124K +1,047 +1%
NFG
1920
Nadler Financial Group
Illinois
$8.73M +$134K +1,138 +2%
AI
1921
Accredited Investors
Minnesota
$8.72M +$355K +3,005 +4%
EA
1922
Emerald Advisers
Pennsylvania
$8.67M
EA
1923
Enclave Advisors
Texas
$8.66M +$8.42M +71,309 New
CA
1924
CGN Advisors
Kansas
$8.63M +$960K +8,131 +13%
AA
1925
ALPS Advisors
Colorado
$8.63M -$786K -6,656 -9%