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Name Holding Trade Value Shares
Change
Change in
Stake
TC
826
Tannin Capital
North Carolina
$861K +$18.4K +161 +2%
RWB
827
RMR Wealth Builders
New Jersey
$861K +$2.4K +21 +0.3%
TFM
828
TFC Financial Management
Massachusetts
$860K -$6.85K -60 -0.8%
CAMG
829
CWA Asset Management Group
Florida
$860K -$120K -1,049 -12%
BCM
830
Brookstone Capital Management
Illinois
$860K +$288K +2,526 +50%
PGFC
831
Peapack-Gladstone Financial Corp
New Jersey
$846K -$290K -2,543 -26%
HAG
832
HighPoint Advisor Group
Illinois
$845K -$161K -1,411 -16%
ITFISA
833
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$844K +$365K +3,199 +76%
HCA
834
Harbour Capital Advisors
Virginia
$844K +$72.5K +635 +10%
SVWAG
835
Sound View Wealth Advisors Group
Georgia
$840K -$292K -2,559 -26%
MA
836
MONECO Advisors
Connecticut
$837K -$69.4K -608 -8%
AI
837
Accredited Investors
Minnesota
$836K -$137K -1,199 -14%
EFG
838
Everhart Financial Group
Ohio
$835K -$228 -2 -0%
BIG
839
Brookwood Investment Group
Arizona
$832K +$832K +7,289 New
ACM
840
AlphaStar Capital Management
North Carolina
$827K +$198K +1,733 +31%
OFS
841
OneAscent Financial Services
Alabama
$824K +$542K +4,752 +193%
SAM
842
Sunstone Asset Management
New York
$821K – – –
CPA
843
Cardiff Park Advisors
California
$821K -$166K -1,455 -17%
EB
844
Eastern Bank
Massachusetts
$819K -$9.81K -86 -1%
KWS
845
Keystone Wealth Services
California
$810K -$2.74K -24 -0.3%
AO
846
Advisor OS
Illinois
$810K -$93.5K -819 -10%
SW
847
SlateStone Wealth
Florida
$808K -$25.7K -225 -3%
SWP
848
Sagespring Wealth Partners
Tennessee
$808K -$175K -1,535 -18%
WCM Investment Management
849
WCM Investment Management
California
$805K -$762M -6,675,474 -100%
QCM
850
QRG Capital Management
Illinois
$805K +$282K +2,474 +54%