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Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
1701
Thomas J. Herzfeld Advisors
Florida
$45.2K +$8.52K +125 +23%
FFL
1702
Financial Freedom LLC
Ohio
$44.9K
CAC
1703
Core Alternative Capital
Georgia
$43.8K +$136 +2 +0.3%
FWM
1704
Focused Wealth Management
New York
$43.7K -$16.4K -240 -27%
NIMI
1705
Natixis Investment Managers International
France
$43.4K -$2.73K -40 -6%
BBPWM
1706
Blue Bell Private Wealth Management
Pennsylvania
$43.4K +$4.7K +69 +12%
FWA
1707
FSC Wealth Advisors
New York
$43K +$44K +645 New
VCM
1708
Vigilant Capital Management
Maine
$43K
PMFA
1709
Plante Moran Financial Advisors
Michigan
$41.6K -$17.4K -255 -29%
CCA
1710
Catalyst Capital Advisors
New York
$41.6K -$4.36K -64 -9%
AWM
1711
Abound Wealth Management
Tennessee
$41.6K -$2.32K -34 -5%
TC
1712
Truvestments Capital
Florida
$41.6K
AWM
1713
Atticus Wealth Management
Florida
$40.9K -$14.5K -213 -26%
RCG
1714
Rock Creek Group
District of Columbia
$40.3K +$5.25K +77 +15%
FCAG
1715
First Capital Advisors Group
New Jersey
$39.6K +$40.4K +593 New
RFA
1716
Register Financial Advisors
Georgia
$39K
MAM
1717
Magellan Asset Management
Australia
$38.9K -$16.9M -247,968 -100%
SN
1718
Sittner & Nelson
Oregon
$38.8K -$11.2K -164 -22%
EARNEST Partners
1719
EARNEST Partners
Georgia
$38.6K
MFT
1720
Moisand Fitzgerald Tamayo
Florida
$38.4K -$2.66K -39 -6%
FPF
1721
First Pacific Financial
Washington
$38K +$38.9K +570 New
C
1722
Covestor
United Kingdom
$36K +$3.89K +57 +12%
DAM
1723
Delta Asset Management
Tennessee
$35.6K -$20K -294 -36%
MCI
1724
MRP Capital Investments
Georgia
$35K
SC
1725
SouthState Corp
Florida
$34.4K +$5.79K +85 +20%