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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
951
Marks Group Wealth Management
Minnesota
$1.55M -$83.3K -671 -6%
PWPS
952
Pinnacle Wealth Planning Services
Ohio
$1.55M +$81K +652 +6%
CFGS
953
Concourse Financial Group Securities
Alabama
$1.54M -$34.2K -275 -2%
SCM
954
Shelton Capital Management
Colorado
$1.54M -$265K -2,131 -16%
JWM
955
Janiczek Wealth Management
Colorado
$1.53M +$152K +1,222 +12%
PHS
956
Pekin Hardy Strauss
Illinois
$1.53M +$880K +7,085 +172%
LFASL
957
Lugano Financial Advisors SA (LFA)
Switzerland
$1.52M -$26.3K -212 -2%
VCA
958
Verdence Capital Advisors
Maryland
$1.52M -$24.8K -200 -2%
EWM
959
EPG Wealth Management
Georgia
$1.52M +$110K +889 +9%
HFA
960
Harbert Fund Advisors
Alabama
$1.51M +$1.38M +11,075 New
RIL
961
Rothschild Investment LLC
Illinois
$1.5M -$22.5K -181 -2%
SF
962
Summit Financial
New Jersey
$1.5M -$180K -1,448 -12%
LB
963
Legacy Bridge
Iowa
$1.5M +$1.37M +11,012 New
LC
964
Lindbrook Capital
California
$1.5M +$102K +822 +8%
CPRC
965
Consolidated Portfolio Review Corp
New York
$1.5M +$1.37M +10,992 New
RI
966
Ridgewood Investments
New Jersey
$1.48M -$227K -1,825 -14%
MIM
967
Meridiem Investment Management
United Kingdom
$1.48M -$361K -2,905 -21%
XT
968
XTX Topco
Cayman Islands
$1.48M +$1.35M +10,870 New
MFG
969
Monumental Financial Group
Maryland
$1.47M -$45K -362 -3%
VSQM
970
V-Square Quantitative Management
Illinois
$1.47M – – –
LSAG
971
Lake Street Advisors Group
New Hampshire
$1.46M +$517K +4,164 +64%
MBT
972
Montecito Bank & Trust
California
$1.44M -$158K -1,271 -11%
ECM
973
Element Capital Management
New York
$1.44M +$1.31M +10,561 New
CIM
974
Confluence Investment Management
Missouri
$1.44M -$49.3K -397 -4%
SCP
975
Sivia Capital Partners
California
$1.43M -$33.2K -267 -2%