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Name Holding Trade Value Shares
Change
Change in
Stake
EA
1301
Everpar Advisors
Oklahoma
$2.18M -$150K -450 -5%
CIAS
1302
Capital Investment Advisory Services
North Carolina
$2.18M +$375K +1,125 +15%
PSF
1303
Pacific Sun Financial
California
$2.18M +$102K +307 +4%
T
1304
Tidemark
California
$2.17M -$408K -1,224 -13%
GI
1305
Gradient Investments
Minnesota
$2.17M -$1.42M -4,254 -34%
JCM
1306
Jacobi Capital Management
Pennsylvania
$2.16M -$255K -764 -8%
FIC
1307
FCG Investment Company
Tennessee
$2.16M +$2.35M +7,050 +547%
MWA
1308
MFA Wealth Advisors
Pennsylvania
$2.16M -$142K -426 -5%
CWM
1309
Cabot Wealth Management
Massachusetts
$2.15M -$46K -138 -2%
IWA
1310
IBEX Wealth Advisors
New Jersey
$2.15M -$566K -1,698 -17%
PJSIMP
1311
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.14M -$65K -195 -2%
LCM
1312
Landscape Capital Management
New Jersey
$2.14M +$1.44M +4,306 +109%
CHAM
1313
Clear Harbor Asset Management
Connecticut
$2.14M +$5.67K +17 +0.2%
MW
1314
Marcum Wealth
Ohio
$2.13M +$289K +868 +12%
TF
1315
TLWM Financial
Texas
$2.13M -$26.7K -80 -1%
IWA
1316
Icon Wealth Advisors
Texas
$2.13M +$799K +2,397 +41%
PCH
1317
PGIM Custom Harvest
New Jersey
$2.13M +$1.1M +3,287 +67%
BMCM
1318
Bryn Mawr Capital Management
Pennsylvania
$2.13M -$953K -2,861 -26%
AGC
1319
Aspen Grove Capital
Colorado
$2.12M +$1.97M +5,924 +265%
PCG
1320
Prosperity Consulting Group
Maryland
$2.11M -$189K -568 -7%
TFM
1321
TFC Financial Management
Massachusetts
$2.11M -$264K -792 -9%
FIM
1322
Freedom Investment Management
Connecticut
$2.11M +$229K +687 +9%
GAM
1323
Grandview Asset Management
Pennsylvania
$2.1M +$154K +463 +6%
DI
1324
Diligent Investors
California
$2.1M +$366K +1,099 +16%
ECA
1325
Elevated Capital Advisors
Utah
$2.09M +$12.3K +37 +0.5%