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Name Holding Trade Value Shares
Change
Change in
Stake
AAB
1501
ABN AMRO Bank
Netherlands
$719K +$730K +2,974 New
HIC
1502
Hartline Investment Corp
Illinois
$719K
TWM
1503
Tradition Wealth Management
Minnesota
$719K +$482K +1,962 +194%
PCM
1504
Perritt Capital Management
Illinois
$719K -$12.3K -50 -2%
BHWM
1505
Bar Harbor Wealth Management
New Hampshire
$716K -$66.3K -270 -8%
FCM
1506
Fourpath Capital Management
Oklahoma
$712K +$211K +858 +41%
WOSD
1507
WFA of San Diego
California
$711K -$36.8K -150 -5%
DCM
1508
DGS Capital Management
New Jersey
$710K -$35.1K -143 -5%
CF
1509
Centaurus Financial
California
$709K +$129K +525 +22%
LWM
1510
Lyell Wealth Management
California
$709K -$107K -434 -13%
LP
1511
LMR Partners
United Kingdom
$708K +$719K +2,929 New
OWP
1512
Obermeyer Wealth Partners
Colorado
$707K -$8.84K -36 -1%
NCM
1513
Northwest Capital Management
Oregon
$705K +$6.14K +25 +0.9%
BIA
1514
Barry Investment Advisors
Massachusetts
$704K -$22.1K -90 -3%
FNB
1515
Farmers National Bank
Kentucky
$703K -$21.4K -87 -3%
SWA
1516
SFMG Wealth Advisors
Texas
$703K +$81.3K +331 +13%
OL
1517
Owen LaRue
Kentucky
$702K
AWG
1518
Altus Wealth Group
Colorado
$702K -$29.7K -121 -4%
QFA
1519
Quantum Financial Advisors
California
$701K
CHP
1520
Cable Hill Partners
Oregon
$697K -$736 -3 -0.1%
BWCS
1521
Beirne Wealth Consulting Services
Connecticut
$696K -$15K -61 -2%
BBI
1522
Baxter Bros Inc
Connecticut
$691K -$4.91K -20 -0.7%
PWPS
1523
Pinnacle Wealth Planning Services
Ohio
$688K +$69K +281 +11%
HCP
1524
Hexagon Capital Partners
Arkansas
$688K +$33.1K +135 +5%
LKIM
1525
Lawson Kroeker Investment Management
Nebraska
$688K +$698K +2,844 New