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Name Holding Trade Value Shares
Change
Change in
Stake
BB
1801
Berkshire Bank
Massachusetts
$601K -$135K -4,915 -19%
ISWM
1802
Independent Solutions Wealth Management
New York
$599K -$79.4K -2,885 -12%
AWE
1803
Avidian Wealth Enterprises
Texas
$599K +$99K +3,596 +20%
SEIA
1804
Signature Estate & Investment Advisors
California
$599K +$303K +11,010 +106%
CAS
1805
CTC Alternative Strategies
Illinois
$598K +$588K +21,375 New
SAM
1806
Summit Asset Management
Tennessee
$598K -$15.8K -574 -3%
HBT
1807
Heartland Bank & Trust
Illinois
$596K +$586K +21,291 New
SAI
1808
Savvy Advisors Inc
New York
$595K +$50.6K +1,838 +9%
CCFCSB
1809
Cape Cod Five Cents Savings Bank
Massachusetts
$594K -$57.3K -2,081 -9%
OIA
1810
Optimum Investment Advisors
Illinois
$594K +$274K +9,956 +88%
TCM
1811
Telos Capital Management
California
$592K -$14K -509 -2%
GFP
1812
Gryphon Financial Partners
Ohio
$590K -$21.7K -789 -4%
TWP
1813
Tyche Wealth Partners
Texas
$590K +$24.6K +894 +4%
ERWM
1814
Elk River Wealth Management
Colorado
$590K -$1.57K -57 -0.3%
WC
1815
Wynn Capital
Georgia
$588K +$35.4K +1,285 +7%
MAWA
1816
Moss Adams Wealth Advisors
Washington
$587K +$160K +5,823 +38%
PIMG
1817
Patriot Investment Management Group
Tennessee
$586K -$49.5K -1,798 -8%
SC
1818
Sepio Capital
Utah
$585K -$193 -7 -0%
BLAM
1819
Bourne Lent Asset Management
New York
$585K -$24.8K -900 -4%
RRA
1820
Round Rock Advisors
Connecticut
$583K -$115K -4,178 -17%
TYCC
1821
Texas Yale Capital Corp
Florida
$582K -$49.7K -1,805 -8%
ICP
1822
Interchange Capital Partners
Pennsylvania
$579K +$570K +20,705 New
TCM
1823
Twin Capital Management
Pennsylvania
$579K -$5.51K -200 -1%
GWA
1824
Gratus Wealth Advisors
Virginia
$578K -$9.64K -350 -2%
AWM
1825
Adams Wealth Management
Utah
$578K -$144K -5,227 -20%