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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
951
Kathmere Capital Management
Pennsylvania
$335K +$74K +1,035 +29%
GS
952
Gagnon Securities
New York
$332K -$2.5K -35 -0.8%
DAS
953
Diversify Advisory Services
Utah
$332K -$114K -1,588 -26%
RA
954
Ransom Advisory
Rhode Island
$330K +$24K +336 +8%
MOS
955
MGO One Seven
Ohio
$329K -$89.3K -1,249 -21%
SAA
956
Southeast Asset Advisors
Georgia
$329K
CCG
957
Chatham Capital Group
Georgia
$328K
CAM
958
Carret Asset Management
New York
$327K
FFC
959
First Financial Corp
Indiana
$325K
CP
960
Canopy Partners
Ohio
$323K
QWP
961
Quotient Wealth Partners
Texas
$322K +$8.51K +119 +3%
LI
962
Lafayette Investments
Maryland
$321K
EWM
963
Empirical Wealth Management
Washington
$321K +$28K +392 +10%
TCB
964
Texas Capital Bancshares
Texas
$320K -$107K -1,494 -25%
RFA
965
Resurgent Financial Advisors
Georgia
$320K -$761K -10,643 -71%
DJSG
966
D.J. St. Germain
Massachusetts
$318K
SDAM
967
Shulman DeMeo Asset Management
New York
$318K
GI
968
GAMMA Investing
California
$316K +$29.4K +412 +10%
IAP
969
Indie Asset Partners
Indiana
$315K
WT
970
Washington Trust
Rhode Island
$315K +$2.14K +30 +0.7%
TGAM
971
TBH Global Asset Management
Tennessee
$314K -$3.43K -48 -1%
TW
972
Traveka Wealth
California
$314K +$27.4K +383 +10%
GWP
973
Gateway Wealth Partners
Wisconsin
$311K -$24.9K -349 -7%
AWAP
974
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$310K -$4.43K -62 -1%
TP
975
Tranquility Partners
Tennessee
$308K