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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1851
ForthRight Wealth Management
Georgia
$2.32M – – –
VSQM
1852
V-Square Quantitative Management
Illinois
$2.3M -$70.5K -308 -3%
EWG
1853
Executive Wealth Group
Washington
$2.29M +$458 +2 +0%
TSWM
1854
Tyler-Stone Wealth Management
Ohio
$2.28M +$2.2M +9,619 New
SFPG
1855
Stonebridge Financial Planning Group
Florida
$2.28M -$18.8K -82 -0.8%
MLA
1856
My Legacy Advisors
Oregon
$2.28M -$63.6K -278 -3%
ACG
1857
Allen Capital Group
Nebraska
$2.28M -$22.2K -97 -1%
RCM
1858
Radnor Capital Management
Pennsylvania
$2.27M +$298K +1,300 +16%
TCM
1859
Teza Capital Management
Illinois
$2.26M +$2.18M +9,505 New
HCCM
1860
Hudson Canyon Capital Management
New York
$2.25M +$51K +223 +2%
REMPR
1861
Roof Eidam Maycock Peralta (REMP)
California
$2.25M +$64.8K +283 +3%
EWM
1862
Evergreen Wealth Management
Michigan
$2.24M +$76.4K +334 +4%
TIM
1863
Triad Investment Management
California
$2.24M -$687 -3 -0%
LFA
1864
Legacy Financial Advisors
Kentucky
$2.23M +$65.7K +287 +3%
CFM
1865
Capricorn Fund Managers
United Kingdom
$2.22M -$11.8M -51,508 -85%
SMA
1866
Sage Mountain Advisors
Georgia
$2.2M +$1.14K +5 +0.1%
RC
1867
Resonate Capital
California
$2.2M -$6.64M -28,991 -76%
CWM
1868
Compass Wealth Management
Connecticut
$2.2M -$3.43K -15 -0.2%
SMH
1869
Sanders Morris Harris
Texas
$2.19M +$1.33M +5,810 +170%
LD
1870
Lipe & Dalton
New York
$2.19M -$34.3K -150 -2%
TNAM
1871
Terra Nova Asset Management
New York
$2.18M +$55.4K +242 +3%
HCM
1872
Hall Capital Management
Rhode Island
$2.18M +$38.7K +169 +2%
BAM
1873
Byrne Asset Management
New Jersey
$2.18M -$2.29K -10 -0.1%
SHWM
1874
Silicon Hills Wealth Management
Texas
$2.17M – – –
PFGIA
1875
Patriot Financial Group Insurance Agency
Massachusetts
$2.16M +$41.7K +182 +2%
73 74
75
76 77