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Name Holding Trade Value Shares
Change
Change in
Stake
VW
1401
Vance Wealth
California
$846K +$85.3K +1,163 +11%
CPC
1402
Congress Park Capital
New York
$843K +$16.1K +220 +2%
VAG
1403
VisionPoint Advisory Group
Texas
$842K +$97.7K +1,333 +13%
WAP
1404
Wealthcare Advisory Partners
Pennsylvania
$840K -$125K -1,707 -13%
HIIFS
1405
Harel Insurance Investments & Financial Services
Israel
$838K +$624K +8,510 +275%
SIM
1406
Samara Investment Management
Oregon
$837K -$19.6K -267 -2%
APWM
1407
Argonautica Private Wealth Management
Massachusetts
$835K +$8.87K +121 +1%
CAG
1408
Csenge Advisory Group
Florida
$834K -$846K -11,542 -50%
MMG
1409
Monetary Management Group
Missouri
$834K -$103K -1,400 -11%
CAS
1410
Coppell Advisory Solutions
Texas
$834K +$822K +11,211 New
T. Rowe Price Investment Management
1411
T. Rowe Price Investment Management
Maryland
$832K +$845K +11,520 New
ABLA
1412
Alan B. Lancz & Associates
Ohio
$830K +$139K +1,900 +20%
MA
1413
MSA Advisors
California
$828K -$253K -3,450 -23%
GCM
1414
Graham Capital Management
Connecticut
$824K
AAA
1415
American Alpha Advisors
New York
$819K -$379K -5,174 -31%
GSC
1416
G&S Capital
Colorado
$817K +$369K +5,035 +80%
SQA
1417
Simon Quick Advisors
New Jersey
$817K +$66.1K +902 +9%
BMA
1418
Brooks Moore & Associates
Tennessee
$813K +$826K +11,271 New
TFCP
1419
Twin Focus Capital Partners
Massachusetts
$809K -$36.7K -500 -4%
EWA
1420
EverSource Wealth Advisors
Alabama
$806K -$135K -1,837 -14%
LIM
1421
Leavell Investment Management
Alabama
$806K -$1.26M -17,140 -61%
RA
1422
RFG Advisory
Alabama
$806K +$94.6K +1,290 +13%
CIM
1423
Cambria Investment Management
California
$804K +$187K +2,545 +30%
GFG
1424
Goldstone Financial Group
Illinois
$802K +$154K +2,094 +23%
FA
1425
Fiduciary Alliance
South Carolina
$798K +$49.7K +678 +7%