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Name Holding Trade Value Shares
Change
Change in
Stake
AOG
1901
Alpha Omega Group
Virginia
$241K -$7.01K -15 -3%
CA
1902
Callahan Advisors
Texas
$241K +$5.14K +11 +2%
NWS
1903
Newport Wealth Strategies
California
$240K -$14K -30 -6%
AC
1904
Addison Capital
Pennsylvania
$240K +$23.4K +50 +11%
FB
1905
First Bancorp
Maine
$240K +$236K +505 New
APW
1906
Austin Private Wealth
Texas
$239K +$7.01K +15 +3%
PPSG
1907
Princeton Portfolio Strategies Group
New Jersey
$238K
SL
1908
Summitry LLC
California
$238K
GIM
1909
Guild Investment Management
California
$238K +$234K +500 New
JCM
1910
JS Capital Management
New York
$238K +$234K +500 New
TA
1911
Trellis Advisors
Washington
$237K +$1.4K +3 +0.6%
PFA
1912
Pure Financial Advisors
California
$236K -$35.1K -75 -13%
RWM
1913
RKL Wealth Management
Pennsylvania
$236K -$4.21K -9 -2%
CMBA
1914
C.M. Bidwell & Associates
Hawaii
$233K +$121K +259 +112%
CFO
1915
CVA Family Office
Colorado
$233K +$166K +355 +261%
NC
1916
NinePointTwo Capital
California
$233K +$230K +492 New
FNT
1917
First Nebraska Trust
Nebraska
$233K +$10.3K +22 +5%
CCP
1918
Clarkston Capital Partners
Michigan
$230K -$5.14K -11 -2%
CWP
1919
Capital Wealth Planning
Florida
$230K +$226K +484 New
KA
1920
Klingman & Associates
New York
$228K -$10.8K -23 -5%
MA
1921
MONECO Advisors
Connecticut
$228K +$13.6K +29 +6%
MCG
1922
MACRO Consulting Group
New Jersey
$228K +$224K +479 New
BHTS
1923
Bar Harbor Trust Services
Maine
$227K -$293K -627 -57%
ORI
1924
Oak Ridge Investments
Illinois
$227K -$47.7K -102 -18%
FRA
1925
Front Row Advisors
California
$227K +$1.4K +3 +0.6%