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Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
976
Dark Forest Capital Management
Puerto Rico
$325K +$296K +4,051 New
PCM
977
Parsons Capital Management
Rhode Island
$325K -$14.6K -200 -5%
RW
978
Rede Wealth
Virginia
$324K -$12.1K -166 -4%
DT
979
Diversified Trust
Tennessee
$322K +$23.6K +323 +9%
IFWM
980
Institute for Wealth Management
Colorado
$321K +$584 +8 +0.2%
CGL
981
Clarius Group LLC
Washington
$321K -$24.2K -331 -8%
VPA
982
Vernal Point Advisors
California
$321K +$292K +4,002 New
TAM
983
TCP Asset Management
Ohio
$321K – – –
HNWA
984
Henrickson Nauta Wealth Advisors
Michigan
$321K – – –
FIM
985
Fernwood Investment Management
Massachusetts
$319K – – –
AHC
986
Adell Harriman & Carpenter
Texas
$318K – – –
HNWAG
987
High Net Worth Advisory Group
Florida
$318K – – –
SP
988
Stablepoint Partners
Massachusetts
$317K +$288K +3,951 New
FNT
989
First Nebraska Trust
Nebraska
$313K – – –
HPM
990
Hoxton Planning & Management
West Virginia
$312K +$18.4K +252 +7%
AAG
991
Armstrong Advisory Group
Massachusetts
$311K – – –
1IA
992
1620 Investment Advisors
Massachusetts
$310K -$178K -2,444 -59%
PWA
993
PCG Wealth Advisors
Kansas
$309K -$13.9K -190 -5%
MW
994
Melia Wealth
Oklahoma
$306K – – –
CFD
995
Creative Financial Designs
Indiana
$306K +$2.48K +34 +0.9%
BB
996
Burford Brothers
Texas
$306K -$153K -2,100 -36%
IAS
997
Investment Advisory Services
Texas
$305K -$14.2K -194 -5%
KDA
998
Kraft Davis & Associates
Missouri
$305K – – –
FWTB
999
First Western Trust Bank
Colorado
$304K +$6.79K +93 +3%
NC
1000
NBW Capital
Massachusetts
$303K -$730 -10 -0.3%