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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1576
Pegasus Partners
Wisconsin
$367K -$282K -1,289 -46%
PFWA
1577
Paces Ferry Wealth Advisors
Georgia
$366K -$5.47K -25 -2%
SF
1578
Summit Financial
New Jersey
$366K +$331K +1,513 New
ISWM
1579
Independent Solutions Wealth Management
New York
$364K – – –
WGAM
1580
Wilkinson Global Asset Management
New York
$363K +$93K +425 +40%
AWM
1581
Avondale Wealth Management
Texas
$363K +$328K +1,500 New
MIM
1582
Merrion Investment Management
New Jersey
$362K – – –
QCM
1583
Quest Capital Management
Texas
$360K -$158K -720 -33%
CTA
1584
Colonial Trust Advisors
South Carolina
$360K +$17.7K +81 +6%
CAGAS
1585
Capital Advisory Group Advisory Services
Minnesota
$359K – – –
CFA
1586
CWS Financial Advisors
Michigan
$359K – – –
MCM
1587
Marathon Capital Management
Maryland
$359K – – –
SFWA
1588
Summit Financial Wealth Advisors
Louisiana
$359K +$43.8K +200 +16%
CCM
1589
Crew Capital Management
Ohio
$358K +$8.32K +38 +3%
FWC
1590
First Washington Corp
Washington
$357K – – –
RBCM
1591
Raub Brock Capital Management
California
$357K – – –
SG
1592
Somerset Group
Minnesota
$355K – – –
STA
1593
Summit Trail Advisors
New York
$354K +$321K +1,466 New
CMO
1594
Covenant Multifamily Offices
Texas
$353K -$2.53M -11,564 -89%
SFG
1595
Sovereign Financial Group
Connecticut
$353K – – –
CWM
1596
Curi Wealth Management
North Carolina
$353K +$44.2K +202 +16%
BCM
1597
BTR Capital Management
California
$352K – – –
AIP
1598
Ahrens Investment Partners
Louisiana
$352K +$319K +1,458 New
Optiver Holding
1599
Optiver Holding
Netherlands
$351K +$318K +1,454 New
AOWM
1600
Alpha Omega Wealth Management
Virginia
$349K – – –