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Name Holding Trade Value Shares
Change
Change in
Stake
DM
1501
Diversified Management
Wisconsin
$810K +$820K +32,519 New
SIM
1502
Studio Investment Management
Illinois
$808K +$14.7K +581 +2%
CG
1503
Corundum Group
Colorado
$808K -$7.04K -279 -0.9%
TPI
1504
Trust Point Inc
Wisconsin
$807K +$29.6K +1,174 +4%
DMKJ
1505
David M. Knott Jr
$805K -$1.06M -42,200 -57%
SL
1506
Sentinus LLC
Illinois
$804K +$486K +19,254 +148%
HA
1507
Harbor Advisors
Florida
$796K
TTWM
1508
TCV Trust & Wealth Management
Virginia
$795K +$14.9K +590 +2%
FFA
1509
Founders Financial Alliance
North Carolina
$791K +$6.28K +249 +0.8%
RRA
1510
Round Rock Advisors
Connecticut
$791K +$57.8K +2,292 +8%
PA
1511
Persium Advisors
Georgia
$789K +$40.8K +1,617 +5%
DA
1512
DCM Advisors
New York
$785K -$31.6K -1,252 -4%
FG
1513
Foster Group
Iowa
$785K +$8.04K +319 +1%
CA
1514
Calton & Associates
Florida
$785K +$173K +6,860 +28%
S
1515
Storgate
Texas
$783K +$793K +31,441 New
RWM
1516
Revisor Wealth Management
Ohio
$783K +$324K +12,830 +72%
EPW
1517
Evolve Private Wealth
California
$781K +$791K +31,370 New
AWM
1518
Allen Wealth Management
North Carolina
$779K -$110K -4,353 -12%
LC
1519
Lavelle Capital
California
$779K +$902K +35,750 New
QIM
1520
Quest Investment Management
Oregon
$779K -$12.1K -481 -2%
CWM
1521
Centric Wealth Management
Illinois
$778K -$42.5K -1,686 -5%
WPP
1522
Whalerock Point Partners
Rhode Island
$777K -$147K -5,820 -16%
EFH
1523
Eaton Financial Holdings
Florida
$775K +$79.8K +3,166 +11%
WDG
1524
Wealth Dimensions Group
Ohio
$774K +$34.1K +1,353 +5%
GAG
1525
GM Advisory Group
New York
$771K +$75K +2,975 +11%