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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1376
Cynosure Group
Utah
$339K -$75.5K -422 -17%
FLPIM
1377
F.L. Putnam Investment Management
Massachusetts
$338K -$69.4K -388 -16%
RL
1378
Rogco LP
Oklahoma
$337K
EFG
1379
Ethos Financial Group
Pennsylvania
$335K +$18.1K +101 +5%
ECG
1380
Edge Capital Group
Georgia
$333K +$44.5K +249 +14%
AWM
1381
Accurate Wealth Management
Florida
$333K -$63.1K -353 -15%
NW
1382
Naviter Wealth
Arkansas
$332K +$364K +2,038 New
IFWM
1383
Institute for Wealth Management
Colorado
$330K -$349K -1,949 -49%
LSPW
1384
Lake Street Private Wealth
Illinois
$329K -$134K -749 -27%
AWM
1385
Angeles Wealth Management
California
$328K -$179 -1 -0%
SFS
1386
Stiles Financial Services
Minnesota
$327K -$10.2K -57 -3%
HAIM
1387
Hunter Associates Investment Management
Pennsylvania
$327K +$26.1K +146 +8%
CCMG
1388
Clark Capital Management Group
Pennsylvania
$327K -$60.3K -337 -14%
CWG
1389
Cornerstone Wealth Group
North Carolina
$326K -$2.86K -16 -0.8%
OWP
1390
ORG Wealth Partners
Texas
$326K -$15.6K -87 -4%
WAM
1391
Westport Asset Management
Connecticut
$326K
FIM
1392
Fruth Investment Management
Texas
$325K
BCA
1393
Bay Capital Advisors
Virginia
$325K +$356K +1,993 New
EFS
1394
Essex Financial Services
Connecticut
$324K -$8.05K -45 -2%
SIA
1395
Schear Investment Advisers
Ohio
$323K
LEA
1396
Legacy Edge Advisors
New York
$321K -$8.58K -48 -2%
MFG
1397
Menard Financial Group
Texas
$319K +$35.9K +201 +11%
YC
1398
Yarbrough Capital
Tennessee
$317K -$415K -2,322 -54%
SGC
1399
Slocum, Gordon & Co
Rhode Island
$316K
BFG
1400
Birch Financial Group
New Hampshire
$316K +$347K +1,938 New