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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2301
Osterweis Capital Management
California
$61.6K -$680 -2 -1%
PWA
2302
Physician Wealth Advisors
Utah
$61.4K -$53.7K -158 -47%
WAG
2303
Wiser Advisor Group
Arizona
$60.2K
OP
2304
ORG Partners
Indiana
$60.2K -$59.2K -174 -50%
HC
2305
Hurley Capital
New York
$58.4K -$18K -53 -24%
SWIM
2306
Smallwood Wealth Investment Management
New Jersey
$58.4K -$22.1K -65 -28%
KAS
2307
Kemnay Advisory Services
New York
$58.4K +$56.8K +167 New
PP
2308
Pingora Partners
Wyoming
$57.7K +$5.1K +15 +10%
CCA
2309
Catalyst Capital Advisors
New York
$57.4K -$18K -53 -24%
GA
2310
GoalVest Advisory
New York
$56.7K -$8.5K -25 -13%
AWM
2311
Abound Wealth Management
Tennessee
$56.3K +$4.08K +12 +8%
BOTPPF
2312
Board of the Pension Protection Fund
United Kingdom
$56K +$54.4K +160 New
BTC
2313
Bank & Trust Company
Illinois
$55.3K -$2.04K -6 -4%
CSC
2314
Caldwell Sutter Capital
California
$55.3K
HDIM
2315
Hanson & Doremus Investment Management
Vermont
$55K -$3.74K -11 -7%
CB
2316
Community Bank
New York
$53.9K
BSC
2317
Brown Shipley & Co
United Kingdom
$53.5K -$82.3K -242 -61%
GAG
2318
Goodman Advisory Group
Massachusetts
$53.2K -$40.8K -120 -44%
BOJHT
2319
Bank of Jackson Hole Trust
Wyoming
$53.2K -$21.1K -62 -29%
FP
2320
Financial Perspectives
Minnesota
$52.9K
HI
2321
Hoey Investments
Pennsylvania
$52.5K -$13.3K -39 -21%
FDW
2322
Fourth Dimension Wealth
Ohio
$52.5K
GPFA
2323
Game Plan Financial Advisors
Ohio
$52.5K
AP
2324
Atwood & Palmer
Missouri
$52.1K -$13.6K -40 -21%
CW
2325
CrossGen Wealth
North Carolina
$51.4K +$50K +147 New