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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1726
Accredited Investors
Minnesota
$484K -$1.54M -31,288 -77%
DWM
1727
Darwin Wealth Management
Florida
$484K +$154K +3,126 +52%
AFC
1728
AFT Forsyth & Company
Florida
$482K +$447K +9,098 New
SAM
1729
Symphony Asset Management
California
$482K +$448K +9,104 New
PCFFS
1730
Pacific Center for Financial Services
California
$479K +$37.7K +767 +9%
DLHL
1731
Donald L. Hagan LLC
Florida
$477K +$24.6K +500 +6%
OPWM
1732
Oak Point Wealth Management
Michigan
$476K +$443K +9,004 New
MFW
1733
Mosaic Family Wealth
Missouri
$473K -$830K -16,870 -65%
CF
1734
Centaurus Financial
California
$473K +$439K +8,932 New
SAA
1735
Southeast Asset Advisors
Georgia
$471K +$590 +12 +0.1%
CFIA
1736
Cantor Fitzgerald Investment Advisors
New York
$470K
AIP
1737
Ahrens Investment Partners
Louisiana
$468K -$26.1K -530 -6%
RC
1738
Reik & Co
New York
$468K +$56.6K +1,150 +15%
Fiera Capital (Canada)
1739
Fiera Capital (Canada)
Quebec, Canada
$467K +$29.8K +605 +7%
NGA
1740
Naples Global Advisors
Florida
$462K +$429K +8,729 New
MWM
1741
MinichMacGregor Wealth Management
New York
$461K +$34.9K +709 +9%
GCC
1742
Game Creek Capital
Massachusetts
$460K +$428K +8,700 New
HS
1743
HighVista Strategies
Massachusetts
$460K +$428K +8,700 New
ORI
1744
Oak Ridge Investments
Illinois
$459K
OFW
1745
Omnia Family Wealth
Florida
$456K +$53.9K +1,096 +15%
CRWM
1746
Castle Rock Wealth Management
California
$455K +$423K +8,605 New
GA
1747
Gateway Advisory
New Jersey
$453K +$421K +8,560 New
AMCA
1748
Arthur M. Cohen & Associates
Illinois
$452K +$396K +8,045 New
IFAM
1749
Institutional & Family Asset Management
Colorado
$451K -$543K -11,043 -56%
DE
1750
Day & Ennis
Georgia
$451K +$77.1K +1,568 +23%