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Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
1326
Cerro Pacific Wealth Advisors
California
$1.5M +$176K +623 +13%
PPA
1327
Pacific Point Advisors
California
$1.49M +$39.7K +140 +3%
AO
1328
Advisor OS
Illinois
$1.49M +$91.2K +322 +6%
HCMG
1329
Howard Capital Management Group
California
$1.49M
HI
1330
Hoey Investments
Pennsylvania
$1.49M -$486K -1,717 -24%
FIM
1331
Freedom Investment Management
Connecticut
$1.49M -$54.7K -193 -4%
AA
1332
Armis Advisers
Georgia
$1.48M +$69.4K +245 +5%
PR
1333
Payden & Rygel
California
$1.48M
KMWM
1334
Keudell/Morrison Wealth Management
Oregon
$1.48M +$99.7K +352 +7%
CI
1335
Cigna Investments
Connecticut
$1.48M -$34.3K -121 -2%
SM
1336
Sweeney & Michel
California
$1.48M -$54.1K -191 -4%
PSP
1337
Pacific Sage Partners
Washington
$1.47M -$18.1K -64 -1%
HI
1338
Harbour Investments
Wisconsin
$1.46M -$13.6K -48 -0.9%
CGFA
1339
Colton Groome Financial Advisors
North Carolina
$1.46M +$267K +943 +22%
AW
1340
Alaethes Wealth
Nevada
$1.45M +$80.7K +285 +6%
PWM
1341
Palacios Wealth Management
Florida
$1.45M +$2.83K +10 +0.2%
LA
1342
Lynch & Associates
Indiana
$1.45M +$14.7K +52 +1%
MSA
1343
Marino Stram & Associates
Massachusetts
$1.45M +$105K +370 +8%
AWA
1344
Arete Wealth Advisors
Illinois
$1.45M -$858K -3,028 -37%
OFS
1345
OMC Financial Services
New York
$1.44M +$661K +2,335 +83%
SMA
1346
Sage Mountain Advisors
Georgia
$1.44M +$154K +544 +12%
FCB
1347
First County Bank
Connecticut
$1.44M -$140K -494 -9%
FA
1348
Fiducient Advisors
Illinois
$1.44M +$7.37K +26 +0.5%
SSWM
1349
Strait & Sound Wealth Management
California
$1.44M -$20.1K -71 -1%
CYG
1350
Clean Yield Group
Vermont
$1.43M -$73.7K -260 -5%