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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2201
Octavia Wealth Advisors
Ohio
$323K -$2.52K -24 -0.7%
JC
2202
JB Capital
Connecticut
$323K +$8.09K +77 +2%
MWM
2203
Marion Wealth Management
Pennsylvania
$322K +$50K +476 +17%
AM
2204
AGF Management
Ontario, Canada
$322K +$349K +3,326 New
BFG
2205
Berger Financial Group
Minnesota
$322K -$2.73K -26 -0.8%
MCP
2206
Mirador Capital Partners
California
$321K -$31.6K -301 -8%
AFP
2207
Ausdal Financial Partners
Iowa
$321K +$1.26K +12 +0.4%
PFC
2208
Phocas Financial Corp
California
$321K – – –
HI
2209
Hudock Inc
Pennsylvania
$320K +$33.2K +316 +11%
AC
2210
AlphaCore Capital
California
$320K +$347K +3,304 New
FAG
2211
Financial Advisory Group
Texas
$320K – – –
BCA
2212
Bray Capital Advisors
Florida
$320K +$5.57K +53 +2%
NIM
2213
Nexus Investment Management
Ontario, Canada
$319K – – –
PAA
2214
Peregrine Asset Advisers
Oregon
$318K +$345K +3,283 New
SC
2215
Schiavi & Co
Delaware
$318K +$344K +3,279 New
ONST
2216
Old North State Trust
North Carolina
$317K -$50.7K -483 -13%
FDCC
2217
Foster Dykema Cabot & Co
Massachusetts
$317K -$13.8K -131 -4%
SWIG
2218
Strategic Wealth Investment Group
Kentucky
$317K -$151K -1,440 -31%
SFP
2219
Shepherd Financial Partners
Massachusetts
$316K +$100K +956 +41%
OL
2220
Optas LLC
Texas
$314K -$7.67K -73 -2%
OCBCO
2221
Oversea-Chinese Banking Corp (OCBC)
Singapore
$312K – – –
CSA
2222
Cottage Street Advisors
Massachusetts
$312K +$12.9K +123 +4%
AFT
2223
Alpha Family Trust
California
$312K – – –
CWP
2224
Core Wealth Partners
California
$311K -$10.5K -100 -3%
NFA
2225
Northern Financial Advisors
Michigan
$311K -$84.1K -801 -20%