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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1851
Harbert Fund Advisors
Alabama
$2.2M +$723K +3,250 +50%
SFPG
1852
Stonebridge Financial Planning Group
Florida
$2.18M -$29.4K -132 -1%
ACG
1853
Allen Capital Group
Nebraska
$2.18M +$2.15M +9,678 New
MLA
1854
My Legacy Advisors
Oregon
$2.18M -$225K -1,011 -9%
SF
1855
Summit Financial
New Jersey
$2.18M -$21.4K -96 -1%
EWG
1856
Executive Wealth Group
Washington
$2.17M +$445 +2 +0%
FCP
1857
Fidelis Capital Partners
Florida
$2.15M +$1.19M +5,342 +136%
TWM
1858
Thrive Wealth Management
Pennsylvania
$2.15M +$141K +635 +7%
SFP
1859
Sweet Financial Partners
Minnesota
$2.14M +$265K +1,189 +14%
OIS
1860
Okabena Investment Services
Minnesota
$2.13M -$148K -664 -7%
TIM
1861
Triad Investment Management
California
$2.13M +$58.5K +263 +3%
LD
1862
Lipe & Dalton
New York
$2.11M -$33.2K -149 -2%
EWM
1863
Elite Wealth Management
Washington
$2.09M -$15.8K -71 -0.8%
HCCM
1864
Hudson Canyon Capital Management
New York
$2.09M -$12K -54 -0.6%
SMA
1865
Sage Mountain Advisors
Georgia
$2.09M +$638K +2,868 +45%
CWM
1866
Compass Wealth Management
Connecticut
$2.09M -$23.6K -106 -1%
NP
1867
NorthRock Partners
Minnesota
$2.09M -$308K -1,385 -13%
SCP
1868
Stamos Capital Partners
California
$2.09M +$988K +4,440 +92%
REMPR
1869
Roof Eidam Maycock Peralta (REMP)
California
$2.07M +$26.5K +119 +1%
Optiver Holding
1870
Optiver Holding
Netherlands
$2.07M -$15.4M -69,176 -88%
BAM
1871
Byrne Asset Management
New Jersey
$2.07M -$224K -1,005 -10%
SHWM
1872
Silicon Hills Wealth Management
Texas
$2.06M
EWM
1873
Evergreen Wealth Management
Michigan
$2.06M +$28.3K +127 +1%
LFA
1874
Legacy Financial Advisors
Kentucky
$2.05M +$282K +1,268 +16%
RPCONE
1875
Retirement Planning Company of New England
Rhode Island
$2.05M -$85.5K -384 -4%