Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1926
Catalyst Capital Advisors
New York
$637K +$108K +2,585 +23%
SWMP
1927
Signature Wealth Management Partners
New Jersey
$636K -$79.3K -1,905 -12%
CCG
1928
Ceeto Capital Group
Florida
$636K -$291K -7,000 -33%
VBCG
1929
Valley Brook Capital Group
Pennsylvania
$636K -$223K -5,346 -28%
HWM
1930
Horizon Wealth Management
Illinois
$635K +$1.79K +43 +0.3%
SFP
1931
Sandbox Financial Partners
Maryland
$635K -$63K -1,513 -10%
CFA
1932
Cahill Financial Advisors
Minnesota
$634K +$25.9K +623 +5%
DWMS
1933
Dominguez Wealth Management Solutions
Virginia
$630K +$6.7K +161 +1%
SFC
1934
Strategic Financial Concepts
Texas
$628K +$55.4K +1,330 +11%
CCIA
1935
Campbell & Co Investment Adviser
Maryland
$628K -$2.32M -55,824 -80%
MWA
1936
Midland Wealth Advisors
Illinois
$627K -$188K -4,517 -25%
WAM
1937
Walker Asset Management
Missouri
$626K +$8.62K +207 +2%
CWA
1938
Crux Wealth Advisors
California
$624K -$171K -4,101 -23%
LCM
1939
Landscape Capital Management
New Jersey
$622K -$373K -8,961 -40%
PA
1940
Prossimo Advisors
California
$620K -$8.12K -195 -1%
HNWAG
1941
High Net Worth Advisory Group
Florida
$619K -$35.5K -852 -6%
AF
1942
Aldebaran Financial
$616K -$12.5K -300 -2%
BGAI
1943
Bruce G. Allen Investments
Colorado
$616K +$13.6K +326 +2%
AWE
1944
Avidian Wealth Enterprises
Texas
$616K +$45.8K +1,099 +9%
BWA
1945
Beam Wealth Advisors
Louisiana
$615K +$21.1K +508 +4%
SJIM
1946
St. Johns Investment Management
Florida
$615K -$6.41K -154 -1%
KSB
1947
Kennebec Savings Bank
Maine
$614K +$34.1K +820 +6%
SSWM
1948
Sheets Smith Wealth Management
North Carolina
$614K -$18.7K -449 -3%
AWS
1949
Aspen Wealth Strategies
Colorado
$614K +$291 +7 +0.1%
MEAC
1950
M.E. Allison & Co
Texas
$612K +$111K +2,656 +24%