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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1426
Massar Capital Management
Connecticut
$933K +$823K +10,000 New
MG
1427
Mather Group
Illinois
$933K +$254K +3,086 +45%
GSEP
1428
Golden State Equity Partners
California
$932K +$113K +1,371 +16%
AIA
1429
AssuredPartners Investment Advisors
Florida
$932K +$26.3K +320 +3%
BAM
1430
Beaumont Asset Management
Texas
$929K -$378K -4,590 -32%
EFS
1431
Essex Financial Services
Connecticut
$925K -$28.8K -350 -3%
DWM
1432
Dogwood Wealth Management
Kansas
$924K +$771K +9,361 +8,284%
AW
1433
Atlas Wealth
Ohio
$921K
FBC
1434
Fairfield, Bush & Co
Connecticut
$918K +$28.4K +345 +4%
CA
1435
Claro Advisors
Massachusetts
$913K -$247K -3,006 -24%
APP
1436
Avantax Planning Partners
Iowa
$908K +$177K +2,152 +28%
SMA
1437
Sage Mountain Advisors
Georgia
$903K +$104K +1,258 +15%
CSA
1438
Cottage Street Advisors
Massachusetts
$903K +$48K +583 +6%
FHA
1439
First Horizon Advisors
Tennessee
$900K +$198K +2,404 +33%
EA
1440
Everpar Advisors
Oklahoma
$899K +$200K +2,431 +34%
SFC
1441
SYM Financial Corp
Indiana
$898K -$61.8K -751 -7%
OL
1442
Optas LLC
Texas
$888K -$20.7K -251 -3%
ANTB
1443
AMG National Trust Bank
Colorado
$887K +$51.8K +629 +7%
KCM
1444
KRS Capital Management
Michigan
$879K +$20.8K +253 +3%
Balyasny Asset Management
1445
Balyasny Asset Management
Illinois
$879K +$15.6K +190 +2%
VNA
1446
Valley National Advisers
Pennsylvania
$877K +$2.8K +34 +0.4%
SC
1447
Sepio Capital
Utah
$875K -$1.56K -19 -0.2%
OBWG
1448
Onyx Bridge Wealth Group
New York
$875K +$93.2K +1,132 +14%
SWA
1449
Sax Wealth Advisors
New Jersey
$875K +$92K +1,117 +14%
LAM
1450
L2 Asset Management
Massachusetts
$874K +$60.8K +739 +9%