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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
451
Callan Family Office
Pennsylvania
$306K +$5.92K +33 +2%
PFGIA
452
Patriot Financial Group Insurance Agency
Massachusetts
$306K +$282K +1,574 New
WF
453
WoodTrust Financial
Wisconsin
$304K
Koshinski Asset Management
454
Koshinski Asset Management
Illinois
$302K -$22.8K -127 -8%
HP
455
Havemeyer Place
Connecticut
$300K -$698K -3,896 -72%
TPA
456
Trivium Point Advisory
Connecticut
$298K -$153K -854 -36%
UB
457
UMB Bank
Missouri
$297K +$7.89K +44 +3%
KPWS
458
Kestra Private Wealth Services
Texas
$296K +$273K +1,522 New
PWM
459
Paulson Wealth Management
Illinois
$290K
CPIG
460
Chicago Partners Investment Group
Illinois
$287K +$233K +1,300 New
DE
461
Diversified Enterprises
Delaware
$285K -$9.68K -54 -4%
TSS
462
Two Sigma Securities
New York
$273K +$251K +1,403 New
BC
463
Bayforest Capital
United Kingdom
$268K +$82.1K +458 +50%
RFWA
464
RPg Family Wealth Advisory
Massachusetts
$268K +$246K +1,375 New
FBC
465
Fairfield, Bush & Co
Connecticut
$267K +$246K +1,370 New
First Manhattan
466
First Manhattan
New York
$266K -$118K -660 -33%
FFG
467
Fortem Financial Group
California
$266K +$245K +1,366 New
RWM
468
Ritholtz Wealth Management
New York
$264K +$243K +1,358 New
AWM
469
Apollon Wealth Management
South Carolina
$263K +$243K +1,354 New
EC
470
EntryPoint Capital
New York
$263K +$242K +1,352 New
SAM
471
Secure Asset Management
Michigan
$258K -$28.7K -160 -11%
DCM
472
DGS Capital Management
New Jersey
$256K +$236K +1,314 New
DT
473
DV Trading
Illinois
$254K +$224K +1,251 +2,234%
SRC
474
Sage Rhino Capital
California
$252K -$47.1K -263 -17%
DWM
475
Defined Wealth Management
Oregon
$251K +$232K +1,292 New