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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
1751
Capital Advisory Group Advisory Services
Minnesota
$388K +$30.9K +64 +9%
OWA
1752
Opal Wealth Advisors
New York
$388K +$374K +775 New
ICM
1753
IMS Capital Management
Oregon
$387K -$399K -826 -52%
CRCM
1754
Corbett Road Capital Management
Virginia
$386K -$25.6K -53 -6%
ACM
1755
Argent Capital Management
Missouri
$385K -$1.35M -2,800 -78%
HIP
1756
HUB Investment Partners
Texas
$384K +$378K +783 New
KWA
1757
KCS Wealth Advisory
California
$383K -$10.6K -22 -3%
LWA
1758
Lineweaver Wealth Advisors
Ohio
$381K +$52.2K +108 +17%
JFL
1759
Jarislowsky, Fraser Ltd
Quebec, Canada
$381K +$369K +763 New
PTP
1760
Platform Technology Partners
New York
$377K +$107K +221 +41%
WFC
1761
Western Financial Corp
California
$376K +$363K +752 New
CWM
1762
Cornerstone Wealth Management
Missouri
$374K +$51.2K +106 +17%
SFP
1763
Sandbox Financial Partners
Maryland
$373K +$360K +746 New
FPFS
1764
First Personal Financial Services
North Carolina
$372K +$30.9K +64 +9%
HWM
1765
Hemington Wealth Management
Virginia
$371K +$358K +741 New
PGIM
1766
Pacific Global Investment Management
California
$371K +$358K +742 New
ACA
1767
Atlas Capital Advisors
Wyoming
$369K
T
1768
TRUADVICE
Florida
$368K +$109K +226 +39%
GC
1769
Garde Capital
Washington
$364K
CAM
1770
Crestone Asset Management
Colorado
$361K -$2.9K -6 -0.8%
SIA
1771
Soltis Investment Advisors
Utah
$361K +$349K +722 New
PIM
1772
Perpetual Investment Management
Australia
$361K +$350K +725 New
QC
1773
QCM Cayman
Texas
$360K +$348K +720 New
AWA
1774
Arkadios Wealth Advisors
Georgia
$358K +$264K +546 +321%
PFA
1775
Professional Financial Advisors
Nebraska
$358K +$341K +706 +7,844%