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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1126
Cedar Mountain Advisors
Oregon
$688K
CSI
1127
Cross Staff Investments
New York
$686K
DI
1128
DFPG Investments
Utah
$685K +$676K +4,308 New
MW
1129
Marcum Wealth
Ohio
$684K -$48.6K -310 -6%
RP
1130
Rowlandmiller & Partners
Georgia
$682K
XSC
1131
X-Square Capital
Puerto Rico
$681K +$21.7K +138 +3%
AG
1132
Ascent Group
Virginia
$681K -$386K -2,459 -35%
PWM
1133
Penobscot Wealth Management
Maine
$679K +$74.1K +472 +12%
RWA
1134
River Wealth Advisors
Pennsylvania
$676K -$35.8K -228 -5%
EBWM
1135
Eagle Bluffs Wealth Management
Missouri
$676K +$3.45K +22 +0.5%
WTB
1136
Washington Trust Bank
Washington
$675K +$21.8K +139 +3%
SVWAG
1137
Sound View Wealth Advisors Group
Georgia
$674K +$50K +319 +7%
LA
1138
LVW Advisors
New York
$674K -$55.5K -354 -7%
MFS
1139
Monetta Financial Services
Illinois
$671K +$157K +1,000 +29%
PCM
1140
Poehling Capital Management
Wisconsin
$666K -$25.1K -160 -3%
SGK
1141
Steigerwald Gordon & Koch
Virginia
$664K +$699K +4,457 New
I
1142
InceptionR
California
$663K +$698K +4,446 New
VCP
1143
Verus Capital Partners
Arizona
$662K -$71.5K -456 -9%
CCM
1144
CAAS Capital Management
New York
$659K -$1.92M -12,210 -73%
PTP
1145
Platform Technology Partners
New York
$659K +$14.4K +92 +2%
HI
1146
Horizon Investments
North Carolina
$657K +$481K +3,064 +223%
TAM
1147
Townsend Asset Management
North Carolina
$654K +$689K +4,389 New
IP
1148
Intellectus Partners
California
$653K +$49.7K +317 +8%
SG
1149
StoneX Group
New York
$651K +$685K +4,363 New
AWM
1150
Axxcess Wealth Management
California
$651K +$407K +2,591 +146%