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Name Holding Trade Value Shares
Change
Change in
Stake
CA
976
CSM Advisors
Pennsylvania
$361K -$25.8K -300 -7%
NRA
977
NSI Retail Advisors
Pennsylvania
$361K -$25.8K -300 -7%
BW
978
Bison Wealth
Georgia
$360K – – –
TNA
979
True North Advisors
Texas
$359K – – –
CCG
980
Catalina Capital Group
California
$359K -$344 -4 -0.1%
FNC
981
First National Corp
Massachusetts
$357K – – –
PP
982
Pingora Partners
Wyoming
$357K – – –
PWS
983
Peloton Wealth Strategists
Indiana
$357K – – –
GWANC
984
Guardian Wealth Advisors (North Carolina)
North Carolina
$353K -$8.6K -100 -2%
CWP
985
Cyndeo Wealth Partners
Florida
$352K -$2.15K -25 -0.6%
MIM
986
Moseley Investment Management
Florida
$351K +$2.92K +34 +0.9%
GIA
987
Gladstone Institutional Advisory
Florida
$349K -$200K -2,321 -37%
PTC
988
Philadelphia Trust Company
Pennsylvania
$348K – – –
GCP
989
Gill Capital Partners
Colorado
$346K – – –
CI
990
CX Institutional
Indiana
$346K -$6.53K -76 -2%
KFI
991
Key Financial Inc
Pennsylvania
$345K – – –
IGAM
992
iA Global Asset Management
Quebec, Canada
$345K -$1.08M -12,547 -76%
CAM
993
CenterStar Asset Management
Illinois
$344K -$560K -6,508 -63%
A
994
Allianz
Germany
$344K +$43K +500 +15%
BPWM
995
Badgley Phelps Wealth Managers
Washington
$343K +$330K +3,837 New
PWPS
996
Pinnacle Wealth Planning Services
Ohio
$343K – – –
MCM
997
Monument Capital Management
Virginia
$342K -$8.6K -100 -3%
WI
998
WBI Investments
New Jersey
$342K +$329K +3,825 New
AFG
999
ABLE Financial Group
Arizona
$341K -$9.37K -109 -3%
PAG
1000
Powers Advisory Group
Illinois
$340K -$24.9K -290 -7%