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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
751
Prelude Capital Management
New York
$1.09M +$176K +1,317 +22%
SMH
752
Sanders Morris Harris
Texas
$1.06M +$934K +7,000 New
MAG
753
MRA Advisory Group
New Jersey
$1.05M -$61K -457 -6%
KWM
754
Kingsman Wealth Management
Florida
$1.05M +$300K +2,252 +48%
OFS
755
OneAscent Financial Services
Alabama
$1.04M +$62.8K +471 +7%
PWS
756
Peterson Wealth Services
Utah
$1.04M +$1.97M +14,746 +214%
Lido Advisors
757
Lido Advisors
California
$1.04M +$145K +1,085 +19%
OWA
758
Outlook Wealth Advisors
Texas
$1.03M +$4.93K +37 +0.5%
LJAC
759
L.J. Altfest & Co
New York
$1.03M -$1.01M -7,543 -53%
IPW
760
Impact Partnership Wealth
Georgia
$1.02M +$900K +6,750 New
DIM
761
Delta Investment Management
California
$1.01M -$21.5K -161 -2%
EP
762
Essential Partners
California
$1.01M +$43.2K +324 +5%
WWM
763
Western Wealth Management
Colorado
$1.01M +$37.4K +280 +4%
DA
764
Dover Advisors
Virginia
$1M -$121K -910 -12%
WIS
765
Wright Investors Service
Connecticut
$1M -$46.8K -351 -5%
TCWM
766
Total Clarity Wealth Management
Illinois
$1M +$6.27K +47 +0.7%
HIA
767
Harbor Investment Advisory
Maryland
$996K +$202K +1,517 +30%
S
768
SignatureFD
Georgia
$992K +$400 +3 +0%
SAM
769
Synergy Asset Management
Washington
$990K +$631K +4,728 +181%
CAL
770
Capital Analysts LLC
Pennsylvania
$989K +$3.33K +25 +0.4%
CGIM
771
Cannon Global Investment Management
Florida
$981K -$133K -1,000 -13%
SWP
772
Stratos Wealth Partners
Ohio
$977K +$350K +2,627 +68%
GIA
773
Gladstone Institutional Advisory
Florida
$975K +$168K +1,262 +24%
WAM
774
WealthTrust Asset Management
Florida
$972K +$859K +6,440 New
GTAM
775
Global Trust Asset Management
Florida
$969K +$327K +2,452 +62%