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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
951
Pinnacle Wealth Planning Services
Ohio
$1.55M +$81K +652 +6%
CFGS
952
Concourse Financial Group Securities
Alabama
$1.54M -$34.2K -275 -2%
SCM
953
Shelton Capital Management
Colorado
$1.54M -$265K -2,131 -16%
JWM
954
Janiczek Wealth Management
Colorado
$1.53M +$152K +1,222 +12%
PHS
955
Pekin Hardy Strauss
Illinois
$1.53M +$880K +7,085 +172%
LFASL
956
Lugano Financial Advisors SA (LFA)
Switzerland
$1.52M -$26.3K -212 -2%
VCA
957
Verdence Capital Advisors
Maryland
$1.52M -$24.8K -200 -2%
EWM
958
EPG Wealth Management
Georgia
$1.52M +$110K +889 +9%
HFA
959
Harbert Fund Advisors
Alabama
$1.51M +$1.38M +11,075 New
RIL
960
Rothschild Investment LLC
Illinois
$1.5M -$22.5K -181 -2%
SF
961
Summit Financial
New Jersey
$1.5M -$180K -1,448 -12%
LB
962
Legacy Bridge
Iowa
$1.5M +$1.37M +11,012 New
LC
963
Lindbrook Capital
California
$1.5M +$102K +822 +8%
CPRC
964
Consolidated Portfolio Review Corp
New York
$1.5M +$1.37M +10,992 New
RI
965
Ridgewood Investments
New Jersey
$1.48M -$227K -1,825 -14%
MIM
966
Meridiem Investment Management
United Kingdom
$1.48M -$361K -2,905 -21%
XT
967
XTX Topco
Cayman Islands
$1.48M +$1.35M +10,870 New
MFG
968
Monumental Financial Group
Maryland
$1.47M -$45K -362 -3%
VSQM
969
V-Square Quantitative Management
Illinois
$1.47M
LSAG
970
Lake Street Advisors Group
New Hampshire
$1.46M +$517K +4,164 +64%
MBT
971
Montecito Bank & Trust
California
$1.44M -$158K -1,271 -11%
ECM
972
Element Capital Management
New York
$1.44M +$1.31M +10,561 New
CIM
973
Confluence Investment Management
Missouri
$1.44M -$49.3K -397 -4%
SCP
974
Sivia Capital Partners
California
$1.43M -$33.2K -267 -2%
RA
975
Rational Advisors
New York
$1.43M +$1.3M +10,500 New