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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
976
Altium Wealth Management
New York
$316K +$85.1K +1,054 +35%
PCMC
977
Paragon Capital Management (Colorado)
Colorado
$315K +$242 +3 +0.1%
AAM
978
Augustine Asset Management
Florida
$314K -$38.5K -477 -11%
IWM
979
IHT Wealth Management
Illinois
$314K +$30.5K +378 +10%
OPS
980
Orion Portfolio Solutions
Nebraska
$314K +$52.6K +651 +19%
LIM
981
Longfellow Investment Management
Massachusetts
$312K -$364K -4,513 -53%
FHA
982
Flagship Harbor Advisors
Massachusetts
$312K -$15.8K -196 -5%
JSC
983
Jackson Square Capital
California
$312K -$1.7K -21 -0.5%
CCWA
984
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$312K +$325K +4,019 New
DAM
985
Deltec Asset Management
New York
$311K -$2.66M -33,000 -89%
HCM
986
Hengehold Capital Management
Ohio
$311K
TI
987
Tidal Investments
Wisconsin
$311K +$325K +4,020 New
SWA
988
Stratos Wealth Advisors
Ohio
$310K +$105K +1,306 +49%
DFCM
989
Dark Forest Capital Management
Puerto Rico
$310K +$322K +3,992 New
RWM
990
Ritholtz Wealth Management
New York
$306K +$5.33K +66 +2%
WAG
991
Winthrop Advisory Group
Massachusetts
$305K -$20.2K -250 -6%
SG
992
Stonnington Group
California
$305K
MC
993
Mathes Company
New York
$303K
SYBT
994
Stock Yards Bank & Trust
Kentucky
$302K
WG
995
Welch Group
Alabama
$302K +$21.5K +266 +7%
AB
996
Atlas Brown
Kentucky
$301K
MSAM
997
Moloney Securities Asset Management
Missouri
$300K +$94.6K +1,171 +44%
DP
998
Dearborn Partners
Illinois
$299K
GWA
999
GGM Wealth Advisors
Maryland
$299K
ONST
1000
Old North State Trust
North Carolina
$299K