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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1101
HCR Wealth Advisors
California
$1.46M +$245K +1,111 +22%
GP
1102
Geneva Partners
Wisconsin
$1.46M -$55.1K -250 -4%
ATFA
1103
All Terrain Financial Advisors
Minnesota
$1.46M -$11.7K -53 -0.9%
PGAM
1104
Princeton Global Asset Management
New Jersey
$1.46M +$494K +2,243 +59%
CWS
1105
Cypress Wealth Services
California
$1.45M -$177K -803 -12%
BRWA
1106
B. Riley Wealth Advisors
Florida
$1.45M -$51.4K -233 -4%
WIP
1107
Wellesley Investment Partners
Massachusetts
$1.45M +$131K +596 +11%
CPA
1108
Clear Perspective Advisors
Illinois
$1.45M +$19K +86 +1%
CCT
1109
Capital City Trust
Florida
$1.45M +$103K +469 +8%
NCM
1110
Narwhal Capital Management
Georgia
$1.45M +$12.3K +56 +0.9%
OIA
1111
Optimum Investment Advisors
Illinois
$1.44M -$88.2K -400 -6%
CWP
1112
Capital Wealth Planning
Florida
$1.44M -$35.5K -161 -3%
IC
1113
Intersect Capital
California
$1.44M -$28.7K -130 -2%
AAP
1114
Arax Advisory Partners
Colorado
$1.43M +$1.06M +4,792 +421%
BCM
1115
Breiter Capital Management
Florida
$1.43M -$56K -254 -4%
NFC
1116
Northeast Financial Consultants
Connecticut
$1.42M
RPWA
1117
Regent Peak Wealth Advisors
Georgia
$1.42M +$1.3M +5,889 New
MWM
1118
Mattern Wealth Management
Kansas
$1.42M +$1.3M +5,876 New
DSC
1119
Duncker Streett & Co
Missouri
$1.41M -$15K -68 -1%
DC
1120
DeDora Capital
California
$1.41M -$26.5K -120 -2%
ZB
1121
Zions Bancorporation
Utah
$1.4M +$570K +2,586 +80%
BWCS
1122
Beirne Wealth Consulting Services
Connecticut
$1.4M +$561K +2,547 +78%
AWM
1123
Aevitas Wealth Management
Massachusetts
$1.39M +$6.83K +31 +0.5%
GC
1124
Gratus Capital
Georgia
$1.38M -$63.9K -290 -5%
GVAG
1125
Great Valley Advisor Group
Delaware
$1.38M +$11.5K +52 +0.9%