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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1001
Wexford Capital
Florida
$252K -$191K -1,293 -50%
EA
1002
Everpar Advisors
Oklahoma
$248K +$189K +1,279 New
RCA
1003
Resonant Capital Advisors
Wisconsin
$244K +$187K +1,261 New
MCM
1004
MAI Capital Management
Ohio
$244K +$53.6K +362 +40%
JCM
1005
Jag Capital Management
Missouri
$244K +$186K +1,260 New
HIS
1006
Horizon Investment Services
Indiana
$243K +$186K +1,254 New
SWP
1007
Semus Wealth Partners
Florida
$242K +$185K +1,250 New
VDI
1008
Vaughan David Investments
Illinois
$240K +$183K +1,236 New
A
1009
AlphaQuest
New York
$240K -$18.6K -126 -9%
OWM
1010
OneAscent Wealth Management
Alabama
$237K +$181K +1,225 New
APW
1011
Aventura Private Wealth
Florida
$236K +$97.8K +661 +118%
GL
1012
Graypoint LLC
New York
$235K +$180K +1,214 New
WWM
1013
WT Wealth Management
Arizona
$234K +$179K +1,209 New
FWM
1014
Forefront Wealth Management
Pennsylvania
$234K +$178K +1,206 New
TAM
1015
Titleist Asset Management
Texas
$234K +$178K +1,206 New
NCFG
1016
New Century Financial Group
New Jersey
$233K -$168K -1,134 -49%
BCM
1017
Berbice Capital Management
New York
$233K +$14.8K +100 +9%
SGC
1018
Slocum, Gordon & Co
Rhode Island
$233K +$29.6K +200 +20%
ZP
1019
Zimmer Partners
New York
$232K +$177K +1,199 New
ISL
1020
Ingalls & Snyder LLC
New York
$232K +$177K +1,198 New
Capstone Investment Advisors
1021
Capstone Investment Advisors
New York
$232K -$820K -5,539 -82%
HBT
1022
Heartland Bank & Trust
Illinois
$231K +$177K +1,193 New
JTWM
1023
Jackson Thornton Wealth Management
Alabama
$230K +$179K +1,209 New
CAG
1024
Crestwood Advisors Group
Massachusetts
$230K +$175K +1,185 New
SFG
1025
Sovereign Financial Group
Connecticut
$229K +$175K +1,181 New