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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1501
Ayrshire Capital Management
Connecticut
$659K +$14K +182 +2%
IAAG
1502
Innovative Asset Advisors Group
Connecticut
$658K +$704K +9,142 New
FFA
1503
Founders Financial Alliance
North Carolina
$656K +$102K +1,320 +17%
CWP
1504
Curated Wealth Partners
California
$654K -$6.08K -79 -0.9%
CPC
1505
Cookson Peirce & Co
Pennsylvania
$653K -$24.8M -322,577 -97%
SMC
1506
Smith, Moore & Co
Missouri
$652K +$22.6K +293 +3%
DIP
1507
Davis Investment Partners
North Carolina
$652K +$697K +9,058 New
Koshinski Asset Management
1508
Koshinski Asset Management
Illinois
$650K +$63.7K +827 +10%
III
1509
Independent Investors Inc
New York
$650K -$5.77K -75 -0.8%
SGI
1510
Summit Global Investments
Utah
$650K
PFA
1511
Perryman Financial Advisory
Texas
$649K +$40.5K +526 +6%
GFG
1512
Goldstone Financial Group
Illinois
$649K -$16.8K -218 -2%
TWP
1513
Triad Wealth Partners
Kansas
$648K +$65.3K +848 +10%
MWM
1514
Meadowbrook Wealth Management
New York
$648K -$50.5K -656 -7%
TWPM
1515
Total Wealth Planning & Management
Florida
$647K -$207K -2,683 -23%
MAG
1516
Meadowbrook Advisors Group
New Jersey
$647K -$2.62K -34 -0.4%
TFIPS
1517
Towarzystwo Funduszy Inwestycyjnych PZU SA
$647K -$19.2K -250 -3%
CAM
1518
Cidel Asset Management
Ontario, Canada
$646K -$11.9M -154,227 -94%
CA
1519
COFG Advisors
Illinois
$644K -$218K -2,827 -24%
IAIM
1520
International Assets Investment Management
Florida
$643K +$72.9K +947 +12%
VNA
1521
Valley National Advisers
Pennsylvania
$642K -$35.9K -467 -5%
MFG
1522
Magnus Financial Group
New York
$638K +$19.6K +255 +3%
GAA
1523
Guardian Asset Advisors
Pennsylvania
$637K -$203K -2,643 -23%
UFA
1524
Unify Financial Advisors
Florida
$635K +$64.3K +835 +10%
FFG
1525
Fortem Financial Group
California
$634K +$24.9K +324 +4%