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Name Holding Trade Value Shares
Change
Change in
Stake
DEM
1201
Disciplined Equity Management
Florida
$1.17M -$360K -14,300 -26%
CSP
1202
Cary Street Partners
Virginia
$1.17M -$141K -5,608 -12%
CWA
1203
Centennial Wealth Advisory
Michigan
$1.17M +$145K +5,772 +16%
OFS
1204
OneAscent Financial Services
Alabama
$1.16M -$89.8K -3,570 -8%
FCP
1205
Fidelis Capital Partners
Florida
$1.16M +$72.7K +2,891 +7%
SMA
1206
Sage Mountain Advisors
Georgia
$1.16M +$80.3K +3,192 +8%
SFG
1207
Sovereign Financial Group
Connecticut
$1.16M -$275K -10,935 -21%
LSIA
1208
LaSalle St. Investment Advisors
Illinois
$1.16M -$43.7K -1,737 -4%
ATPW
1209
Ashton Thomas Private Wealth
Arizona
$1.16M -$34.9K -1,389 -3%
PWMG
1210
Prestige Wealth Management Group
New Jersey
$1.15M +$18.7K +742 +2%
SW
1211
Simplicity Wealth
New Jersey
$1.15M +$632K +25,129 +162%
IF
1212
IRON Financial
Illinois
$1.15M -$160K -6,369 -14%
KC
1213
Katamaran Capital
United Kingdom
$1.15M +$1.02M +40,563 New
SC
1214
Syon Capital
California
$1.15M +$236K +9,394 +30%
LCG
1215
Lakeshore Capital Group
Illinois
$1.14M +$16.6K +662 +2%
AFT
1216
Alpha Family Trust
California
$1.14M
CF
1217
Centaurus Financial
California
$1.14M -$77.6K -3,085 -7%
CIM
1218
Contravisory Investment Management
Massachusetts
$1.14M +$478K +19,011 +90%
TIA
1219
Traphagen Investment Advisors
New Jersey
$1.13M +$383K +15,244 +61%
AA
1220
Alta Advisers
United Kingdom
$1.13M +$415K +16,500 +70%
FCFC
1221
First Commonwealth Financial Corp
Pennsylvania
$1.13M +$618K +24,589 +159%
KA
1222
KDT Advisors
New York
$1.13M
JJBC
1223
James J. Burns & Company
New York
$1.13M -$1.56K -62 -0.2%
GCM
1224
Gables Capital Management
Florida
$1.13M
HWM
1225
Horizon Wealth Management
Illinois
$1.13M +$5.28K +210 +0.5%