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Name Holding Trade Value Shares
Change
Change in
Stake
UFA
1751
Unify Financial Advisors
Florida
$881K -$9.08K -196 -1%
BTWM
1752
Baker Tilly Wealth Management
Wisconsin
$881K -$198K -4,263 -20%
GCM
1753
Graham Capital Management
Connecticut
$875K -$12.4M -266,797 -94%
FAN
1754
Financial Advisors Network
California
$875K +$108K +2,321 +15%
MCM
1755
Monument Capital Management
Virginia
$874K +$433K +9,332 +115%
AFC
1756
Avise Financial Cooperative
California
$874K +$101K +2,179 +14%
SI
1757
Sava Infond
Slovenia
$872K +$556K +12,000 +223%
FFS
1758
Founders Financial Securities
Maryland
$870K -$272K -5,870 -24%
JJBC
1759
James J. Burns & Company
New York
$867K +$2.13K +46 +0.3%
EPFB
1760
Employees Provident Fund Board
Malaysia
$867K -$3.19M -68,738 -80%
BBFA
1761
Brindle & Bay Financial Advisors
Texas
$864K -$48.5K -1,046 -6%
PPWM
1762
Paragon Private Wealth Management
Kentucky
$863K +$126K +2,723 +19%
SWP
1763
Strategic Wealth Partners
Ohio
$860K -$2.5K -54 -0.3%
RL
1764
Rogco LP
Oklahoma
$860K -$12.1K -260 -1%
IWA
1765
Icon Wealth Advisors
Texas
$859K +$505K +10,896 +145%
LI
1766
LRI Investments
Florida
$859K +$175K +3,783 +28%
MC
1767
Mathes Company
New York
$858K -$213K -4,600 -21%
FBT
1768
First Bankers Trust
Kentucky
$856K -$43K -927 -5%
CFG
1769
Certior Financial Group
Pennsylvania
$852K +$4.4K +95 +0.6%
MCM
1770
Mengis Capital Management
Oregon
$848K -$256K -5,531 -25%
CFO
1771
Cambient Family Office
Michigan
$848K +$181K +3,914 +30%
MIM
1772
Moseley Investment Management
Florida
$847K -$883K -19,063 -53%
CG
1773
Corundum Group
Colorado
$844K +$780K +16,822 New
FFA
1774
First Foundation Advisors
California
$844K -$52.3K -1,129 -6%
HTIM
1775
Harbour Trust & Investment Management
Indiana
$844K -$126K -2,715 -14%