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Name Holding Trade Value Shares
Change
Change in
Stake
CNBOF
1801
City National Bank of Florida
Florida
$281K +$266K +3,071 New
OCG
1802
Opus Capital Group
Ohio
$281K -$14.3K -165 -5%
VCM
1803
Versant Capital Management
Arizona
$281K -$86.3K -996 -25%
GCM
1804
Gables Capital Management
Florida
$281K -$13K -150 -5%
WMA
1805
West Michigan Advisors
Michigan
$280K -$1.13K -13 -0.4%
MPCA
1806
Madison Park Capital Advisors
Washington
$279K -$49.2K -568 -16%
TWP
1807
Tyche Wealth Partners
Texas
$279K -$3.12K -36 -1%
MFT
1808
Moisand Fitzgerald Tamayo
Florida
$279K – – –
CAP
1809
Columbia Advisory Partners
Washington
$278K – – –
AF
1810
Advisornet Financial
Minnesota
$278K -$8.06K -93 -3%
CP
1811
Covenant Partners
Tennessee
$278K – – –
RC
1812
Roundview Capital
New Jersey
$278K -$17K -196 -6%
TWM
1813
Tanager Wealth Management
United Kingdom
$278K -$6.76K -78 -3%
BWM
1814
Baron Wealth Management
Michigan
$277K -$32.2K -372 -11%
OWA
1815
Opal Wealth Advisors
New York
$277K +$78.4K +905 +43%
FFG
1816
Frisch Financial Group
New York
$277K +$3.38K +39 +1%
FFIC
1817
First Fiduciary Investment Counsel
Ohio
$277K +$81.5K +940 +45%
Optiver Holding
1818
Optiver Holding
Netherlands
$277K -$259K -2,993 -50%
MS
1819
Marshall & Sullivan
Washington
$276K -$588K -6,782 -69%
EWA
1820
Evolution Wealth Advisors
Florida
$275K -$1.39K -16 -0.5%
MAWCM
1821
Mine & Arao Wealth Creation & Management
California
$275K -$1.13K -13 -0.4%
SIC
1822
SFE Investment Counsel
California
$275K -$14.7K -170 -5%
MWM
1823
MGB Wealth Management
Texas
$275K +$260K +3,000 New
VI
1824
Versor Investments
New York
$275K -$504K -5,811 -66%
OC
1825
Oakworth Capital
Alabama
$274K -$45.2K -522 -15%