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Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
1126
Clear Creek Financial Management
Washington
$357K +$49K +259 +14%
NFG
1127
Nations Financial Group
Iowa
$356K -$11K -58 -3%
Luther King Capital Management (LKCM)
1128
Luther King Capital Management (LKCM)
Texas
$356K -$6.25K -33 -2%
GBFG
1129
Gerald Baker Financial Group
Texas
$355K +$2.08K +11 +0.5%
EP
1130
Essential Partners
California
$354K +$169K +891 +73%
ML
1131
McAdam LLC
Pennsylvania
$353K +$41.7K +220 +12%
IAS
1132
IMA Advisory Services
Colorado
$351K +$395K +2,086 +41,720%
AZ
1133
Alpha Zero
Florida
$350K +$142K +749 +70%
AHL
1134
Abel Hall LLC
Louisiana
$349K -$71K -375 -15%
RWB
1135
RMR Wealth Builders
New Jersey
$348K -$3.6K -19 -0.9%
RFP
1136
Root Financial Partners
California
$348K +$158K +836 +68%
FCM
1137
Fire Capital Management
California
$346K
NAAA
1138
New Age Alpha Advisors
New York
$343K -$2.78M -14,671 -88%
GA
1139
GFS Advisors
Texas
$343K +$34.1K +180 New
AAM
1140
Alphadyne Asset Management
New York
$341K +$220K +1,160 +133%
VSQM
1141
V-Square Quantitative Management
Illinois
$340K -$85.6K -452 -18%
MSWM
1142
McGlone Suttner Wealth Management
Wisconsin
$338K +$757 +4 +0.2%
KPPF
1143
Klein Pavlis & Peasley Financial
California
$338K +$17.2K +91 +5%
BWM
1144
Bulltick Wealth Management
Florida
$338K
AIIMS
1145
Analyst IMS Investment Management Services
Israel
$336K -$369K -1,949 -49%
PI
1146
PFG Investments
New York
$336K +$50.2K +265 +15%
WC
1147
Waterloo Capital
Texas
$332K -$588K -3,108 -61%
SFO
1148
Stenger Family Office
Illinois
$331K -$13.1K -69 -3%
SC
1149
Solstein Capital
California
$331K
TC
1150
TownSquare Capital
Utah
$331K +$187K +989 +100%