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Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
1701
GC Wealth Management RIA
Massachusetts
$715K -$313K -11,367 -31%
GAM
1702
Gotham Asset Management
New York
$713K -$226K -8,214 -24%
SFP
1703
Sweet Financial Partners
Minnesota
$712K +$24.8K +901 +4%
CA
1704
Carson Advisory
Georgia
$711K +$197K +7,164 +39%
PAS
1705
Professional Advisory Services
Florida
$710K
FCP
1706
Fidelis Capital Partners
Florida
$709K +$11.3K +412 +2%
MSFS
1707
Main Street Financial Solutions
Pennsylvania
$708K -$63.4K -2,304 -8%
IHL
1708
Investment House LLC
California
$708K -$15.8K -575 -2%
FDS
1709
First Dallas Securities
Texas
$708K +$140K +5,100 +25%
PAMG
1710
Patton Albertson Miller Group
Tennessee
$706K -$2.81M -101,985 -80%
MFWP
1711
Mosaic Family Wealth Partners
Missouri
$706K +$798 +29 +0.1%
SDAM
1712
Shulman DeMeo Asset Management
New York
$705K -$139K -5,031 -17%
BFA
1713
Brown Financial Advisors
Ohio
$705K +$694K +25,204 New
IFWM
1714
Institute for Wealth Management
Colorado
$705K +$21.2K +771 +3%
CA
1715
Continuum Advisory
Idaho
$705K +$9.91K +360 +1%
CA
1716
Calton & Associates
Florida
$704K +$433K +15,743 +167%
EA
1717
Emerald Advisors
Washington
$704K +$153K +5,544 +28%
OBWG
1718
Onyx Bridge Wealth Group
New York
$703K +$13.3K +484 +2%
DA
1719
Detalus Advisors
Missouri
$701K -$5.4K -196 -0.8%
GCIA
1720
Gabelli & Co Investment Advisers
New York
$700K +$82.6K +3,000 +14%
SIM
1721
Studio Investment Management
Illinois
$697K +$112K +4,052 +19%
RWMG
1722
Redwood Wealth Management Group
New Jersey
$696K +$38.7K +1,405 +6%
FCMT
1723
Founders Capital Management (Texas)
Texas
$696K -$60.5K -2,197 -8%
Qube Research & Technologies (QRT)
1724
Qube Research & Technologies (QRT)
United Kingdom
$692K -$128M -4,666,112 -99%
FCM
1725
Fourpath Capital Management
Oklahoma
$690K -$21.5K -780 -3%