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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1501
Geneos Wealth Management
Colorado
$47.9K -$212 -1 -0.4%
PCA
1502
PMV Capital Advisers
Texas
$46.7K
EI
1503
EFG International
$44.3K +$46.2K +218 New
MWA
1504
Medallion Wealth Advisors
Connecticut
$41.8K +$21.2K +100 +94%
FFO
1505
Fortitude Family Office
Arizona
$41.6K -$1.7K -8 -4%
CCMI
1506
Creative Capital Management Investments
California
$41.6K
TCM
1507
Tradewinds Capital Management
Washington
$41.6K +$212 +1 +0.5%
VFM
1508
Vision Financial Markets
Connecticut
$41.6K +$212 +1 +0.5%
CA
1509
Centerpoint Advisors
Massachusetts
$41K -$16.1K -76 -28%
QPBE
1510
Quintet Private Bank (Europe)
Luxembourg
$40.6K
MS
1511
Monetary Solutions
Ohio
$40.6K +$42.4K +200 New
WT
1512
WHI Trust
Illinois
$40.6K +$42.4K +200 New
KG
1513
Kilter Group
New York
$40.2K +$8.27K +39 +25%
SIC
1514
SJS Investment Consulting
Ohio
$39K +$26.3K +124 +182%
FHC
1515
First Horizon Corporation
Tennessee
$38.8K +$3.18K +15 +9%
DIP
1516
DT Investment Partners
Pennsylvania
$38.4K
AFC
1517
Ares Financial Consulting
California
$38K +$39.6K +187 New
UCB
1518
United Community Bank
South Carolina
$37.8K +$17.4K +82 +79%
A
1519
AlphaQuest
New York
$36.8K -$91.8K -433 -71%
DT
1520
DV Trading
Illinois
$36.5K +$38.2K +180 New
CSC
1521
Caldwell Sutter Capital
California
$36.1K +$212 +1 +0.6%
AFG
1522
Albion Financial Group
Utah
$35.9K -$1.7K -8 -4%
AWA
1523
Acumen Wealth Advisors
Tennessee
$35.7K +$37.3K +176 New
PS
1524
Pinney & Scofield
Massachusetts
$35.5K
MFT
1525
Moisand Fitzgerald Tamayo
Florida
$35.3K