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Name Holding Trade Value Shares
Change
Change in
Stake
GD
926
Grandfield & Dodd
New York
$388K +$76.3K +2,200 +24%
SWM
927
Spire Wealth Management
Virginia
$387K -$1.88M -54,109 -83%
IFG
928
Independent Financial Group
California
$387K +$47.2K +1,361 +14%
RCM
929
Raleigh Capital Management
North Carolina
$387K +$242K +6,972 +156%
EAM
930
Eukles Asset Management
Ohio
$381K +$35.5K +1,023 +10%
TPA
931
Trivium Point Advisory
Connecticut
$377K -$73.3K -2,114 -16%
CPSAC
932
Chas P. Smith & Associates (CPS)
Florida
$376K +$3.61K +104 +0.9%
BFM
933
Boothbay Fund Management
New York
$375K -$12.8K -369 -3%
WKSWA
934
White Knight Strategic Wealth Advisors
New Jersey
$374K +$384K +11,075 New
CTC
935
Central Trust Company
Missouri
$374K -$179K -5,163 -32%
DAS
936
Diversify Advisory Services
Utah
$373K +$27.7K +799 +8%
FPL
937
Fortress Private Ledger
North Carolina
$373K -$5.45K -157 -1%
WC
938
Woodstock Corp
Massachusetts
$372K -$10.4K -300 -3%
CK
939
Cohen Klingenstein
New York
$372K
CBOR
940
Community Bank of Raymore
Missouri
$371K +$116K +3,340 +44%
CSA
941
Cornerstone Select Advisors
Missouri
$370K +$19.8K +570 +5%
CCG
942
Cypress Capital Group
Florida
$370K -$567K -16,353 -60%
AAA
943
American Alpha Advisors
New York
$369K +$116K +3,335 +44%
AFM
944
Abbot Financial Management
Massachusetts
$369K
FCAS
945
First Command Advisory Services
Texas
$364K +$352K +10,136 +1,594%
MFS
946
Miller Financial Services
Michigan
$363K +$19K +547 +5%
CIA
947
Capital Investment Advisors
Georgia
$363K +$91.5K +2,638 +33%
CIA
948
Choate Investment Advisors
Massachusetts
$361K -$6.56K -189 -2%
QIM
949
Quantitative Investment Management
Virginia
$361K -$648K -18,677 -64%
PP
950
Patron Partners
Texas
$361K +$728 +21 +0.2%