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Name Holding Trade Value Shares
Change
Change in
Stake
QC
1251
Quent Capital
New York
$215K +$18.4K +110 +8%
MA
1252
MJP Associates
Connecticut
$214K -$501 -3 -0.2%
CWM
1253
Cahill Wealth Management
Michigan
$214K
OFS
1254
OneAscent Financial Services
Alabama
$213K -$53.6K -321 -18%
CFO
1255
CVA Family Office
Colorado
$213K +$33.4K +200 +16%
C
1256
Certuity
Florida
$213K +$240K +1,437 New
RIM
1257
Redwood Investment Management
Arizona
$212K +$240K +1,433 New
MRCM
1258
M&R Capital Management
New Jersey
$209K
AWM
1259
Aries Wealth Management
Maine
$209K +$232K +1,388 New
FC
1260
Forte Capital
New York
$208K +$4.34K +26 +2%
RPWA
1261
Regent Peak Wealth Advisors
Georgia
$206K -$20.4K -122 -8%
SCA
1262
Sandy Cove Advisors
Massachusetts
$206K
SSA
1263
South Street Advisors
New York
$205K
FIM
1264
Freedom Investment Management
Connecticut
$204K -$30.3K -181 -12%
BCM
1265
Bayesian Capital Management
New York
$204K -$3.65M -21,821 -94%
AC
1266
Avestar Capital
New York
$203K -$106K -637 -32%
LCM
1267
LVM Capital Management
Michigan
$203K -$16.7K -100 -7%
BFO
1268
Biltmore Family Office
North Carolina
$202K +$669 +4 +0.3%
C
1269
CEDRUS
Colorado
$201K +$1.5K +9 +0.7%
CCA
1270
Childress Capital Advisors
Texas
$201K +$1.34K +8 +0.6%
NWA
1271
New World Advisors
Massachusetts
$201K +$226K +1,351 New
DOA
1272
D'Orazio & Associates
Virginia
$201K +$226K +1,353 New
FIM
1273
Fernwood Investment Management
Massachusetts
$200K
AIM
1274
Axiom Investment Management
New York
$194K -$2.51K -15 -1%
BTI
1275
Blue Trust Inc
Georgia
$189K +$25.7K +154 +16%