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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1401
Triumph Capital Management
Colorado
$966K +$194K +1,000 +26%
MA
1402
MONECO Advisors
Connecticut
$963K +$237K +1,225 +34%
BWG
1403
Boomfish Wealth Group
Georgia
$963K -$43.2K -223 -4%
PCM
1404
Pinnbrook Capital Management
New York
$962K -$1.61M -8,343 -63%
GI
1405
GAMCO Investors
Connecticut
$962K +$387K +2,000 +70%
ACA
1406
Atlas Capital Advisors
Wyoming
$959K +$32.5K +168 +4%
CSA
1407
Cornerstone Select Advisors
Missouri
$953K +$934K +4,824 New
CAG
1408
Crestwood Advisors Group
Massachusetts
$950K +$294K +1,519 +46%
CSIC
1409
Clifford Swan Investment Counsel
California
$946K -$25.2K -130 -3%
SAM
1410
Sherman Asset Management
California
$946K +$927K +4,788 New
PA
1411
PFG Advisors
Arizona
$941K -$12K -62 -1%
CWA
1412
CogentBlue Wealth Advisors
Tennessee
$938K +$920K +4,752 New
HR
1413
Hardy Reed
Mississippi
$933K +$17.4K +90 +2%
Empower Advisory Group
1414
Empower Advisory Group
Colorado
$929K +$11.2K +58 +1%
RCM
1415
Riverpark Capital Management
New York
$922K
CFG
1416
Carr Financial Group
Massachusetts
$920K -$143K -740 -14%
CC
1417
Callan Capital
California
$914K -$316K -1,635 -26%
NCM
1418
Narwhal Capital Management
Georgia
$913K
SVWAG
1419
Sound View Wealth Advisors Group
Georgia
$913K +$71.6K +370 +9%
AIA
1420
AssuredPartners Investment Advisors
Florida
$910K +$892K +4,607 New
JAFL
1421
Jay A. Fishman Ltd
Michigan
$909K
CFM
1422
Catalyst Funds Management
Australia
$908K -$1.1M -5,700 -55%
GFP
1423
Gryphon Financial Partners
Ohio
$908K +$19.5K +101 +2%
SG
1424
StoneX Group
New York
$908K +$210K +1,083 +31%
SWM
1425
Seed Wealth Management
Illinois
$900K