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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1226
Coppell Advisory Solutions
Texas
$1.57M +$2.38M +50,796 New
PCMF
1227
Private Capital Management (Florida)
Florida
$1.57M +$11.4K +242 +0.7%
WKSWA
1228
White Knight Strategic Wealth Advisors
New Jersey
$1.56M +$223K +4,743 +15%
DF
1229
Donoghue Forlines
Massachusetts
$1.56M -$2.18M -46,419 -56%
SWA
1230
Sax Wealth Advisors
New Jersey
$1.56M +$607K +12,936 +71%
OAM
1231
Oak Asset Management
California
$1.56M -$66.4K -1,416 -4%
SC
1232
Stance Capital
Massachusetts
$1.56M +$1.72M +36,749 New
QPWM
1233
Quadrant Private Wealth Management
Pennsylvania
$1.55M -$50.7K -1,081 -3%
RWPA
1234
Richard W. Paul & Associates
Michigan
$1.55M +$63.2K +1,347 +4%
WAG
1235
Windsor Advisory Group
Ohio
$1.55M +$86.8K +1,851 +5%
TPI
1236
Trust Point Inc
Wisconsin
$1.54M +$90.1K +1,921 +6%
SM
1237
Sweeney & Michel
California
$1.54M -$175K -3,737 -10%
WC
1238
Woodstock Corp
Massachusetts
$1.53M -$9.9K -211 -0.6%
CPCM
1239
Cardinal Point Capital Management
Ontario, Canada
$1.53M -$11.7K -250 -0.7%
PPWP
1240
Premier Path Wealth Partners
New Jersey
$1.53M -$86.4K -1,842 -5%
CFG
1241
Capital Financial Group
Colorado
$1.52M -$77.1K -1,644 -4%
PCA
1242
Peddock Capital Advisors
Massachusetts
$1.52M -$34.2K -728 -2%
QP
1243
Quilter Plc
United Kingdom
$1.52M -$139K -2,971 -8%
IPAM
1244
Investment Partners Asset Management
New Jersey
$1.52M +$8.49K +181 +0.5%
AFG
1245
Allegheny Financial Group
Pennsylvania
$1.51M +$22.1K +472 +1%
TWM
1246
Tortuga Wealth Management
California
$1.51M -$6.94K -148 -0.4%
IWA
1247
Icon Wealth Advisors
Texas
$1.51M +$811K +17,286 +94%
KCM
1248
Kennondale Capital Management
Virginia
$1.51M
WFS
1249
Widmann Financial Services
Maryland
$1.51M -$84.5K -1,801 -5%
PCM
1250
Prelude Capital Management
New York
$1.51M +$496K +10,577 +42%