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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1701
Alteri Wealth
California
$827K +$496K +11,452 +150%
IP
1702
Investment Partners
Ohio
$826K +$14.3K +331 +2%
CPSAC
1703
Chas P. Smith & Associates (CPS)
Florida
$821K -$217K -5,021 -21%
FNT
1704
First Nebraska Trust
Nebraska
$820K +$14.1K +325 +2%
NAS
1705
Nicolet Advisory Services
Wisconsin
$820K +$16.2K +373 +2%
KOC
1706
Koss-Olinger Consulting
Florida
$820K -$72.5K -1,674 -8%
SFC
1707
Sprinkle Financial Consultants
Colorado
$820K +$106K +2,439 +15%
SDAM
1708
Shulman DeMeo Asset Management
New York
$816K -$9.53K -220 -1%
1C
1709
111 Capital
France
$815K +$815K +18,828 New
VFM
1710
Vision Financial Markets
Connecticut
$813K -$2.08K -48 -0.3%
TFA
1711
Teamwork Financial Advisors
Texas
$813K -$14.4K -333 -2%
TWM
1712
Thrive Wealth Management
Pennsylvania
$812K -$5.33K -123 -0.7%
Verition Fund Management
1713
Verition Fund Management
Connecticut
$812K +$587K +13,556 +261%
PFT
1714
Providence First Trust
Arizona
$811K +$996 +23 +0.1%
ST
1715
Somerset Trust
Pennsylvania
$810K +$9.53K +220 +1%
PAM
1716
Parvin Asset Management
South Dakota
$810K +$35.8K +827 +5%
LMKC
1717
L.M. Kohn & Company
Ohio
$809K -$41.1K -949 -5%
CCP
1718
Clough Capital Partners
Massachusetts
$805K – – –
RAM
1719
Readystate Asset Management
Illinois
$805K +$805K +18,593 New
CW
1720
Code Waechter
Florida
$804K +$240K +5,543 +42%
ACGA
1721
Atlanta Consulting Group Advisors
Georgia
$802K -$5.07K -117 -0.6%
IC
1722
Iconiq Capital
California
$802K +$29.8K +688 +4%
HNB
1723
Hilltop National Bank
Wyoming
$800K +$801K +18,500 New
AA
1724
Advisory Alpha
Michigan
$800K -$37.6K -869 -4%
ACM
1725
Advance Capital Management
Michigan
$798K -$996 -23 -0.1%