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Name Holding Trade Value Shares
Change
Change in
Stake
RMF
801
Red Mountain Financial
Colorado
$337K
TA
802
TKG Advisors
Indiana
$331K +$241K +1,734 New
FFA
803
Florida Financial Advisors
Florida
$328K +$331K +2,382 New
GAG
804
GM Advisory Group
New York
$328K +$1.94K +14 +0.6%
SW
805
SteelPeak Wealth
California
$328K -$2.51M -18,106 -88%
VF
806
Virtu Financial
New York
$328K -$1.39M -9,990 -81%
SIA
807
Sovereign Investment Advisors
Arizona
$325K +$328K +2,359 New
AFG
808
Atomi Financial Group
New York
$325K +$37.1K +267 +13%
CPA
809
Capital Performance Advisors
California
$320K +$2.5K +18 +0.8%
BIM
810
Bridges Investment Management
Nebraska
$320K +$41.9K +302 +15%
GI
811
GAMCO Investors
Connecticut
$317K -$55.5K -400 -15%
CHP
812
Cable Hill Partners
Oregon
$317K +$6.94K +50 +2%
CBUSF
813
Construction & Building Unions Superannuation Fund
Australia
$317K +$319K +2,300 New
CAM
814
Creekmur Asset Management
Illinois
$316K -$288K -2,077 -48%
TP
815
Tranquility Partners
Tennessee
$316K +$318K +2,289 New
SWP
816
Semus Wealth Partners
Florida
$313K +$315K +2,267 New
AF
817
Apexium Financial
Texas
$310K -$13.9K -100 -4%
FPAS
818
Focus Partners Advisor Solutions
Missouri
$309K +$311K +2,240 New
PCS
819
Personal CFO Solutions
New Jersey
$309K +$58.9K +424 +23%
SAM
820
Smartleaf Asset Management
Massachusetts
$304K +$58.3K +420 +24%
CM
821
Capula Management
Cayman Islands
$303K +$305K +2,198 New
SFI
822
Siemens Fonds Invest
Germany
$302K -$283K -2,039 -49%
HW
823
Hamilton Wealth
California
$301K +$31.5K +227 +12%
OTL
824
Oak Thistle LLC
New York
$300K -$58.3K -420 -16%
PFBT
825
Parkside Financial Bank & Trust
Missouri
$299K +$260K +1,875 +633%