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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1701
Perennial Investment Advisors
California
$866K +$17.3K +53 +2%
PWPS
1702
Pinnacle Wealth Planning Services
Ohio
$866K +$1.64K +5 +0.2%
PWA
1703
Phoenix Wealth Advisors
North Carolina
$865K -$2.94K -9 -0.3%
BHWM
1704
Bar Harbor Wealth Management
New Hampshire
$865K
OL
1705
Owen LaRue
Kentucky
$865K
LWAM
1706
Legacy Wealth Asset Management
Minnesota
$864K -$9.81K -30 -1%
CIP
1707
Convergence Investment Partners
Florida
$863K -$2.84M -8,683 -76%
JWM
1708
Jeppson Wealth Management
California
$862K -$2.94K -9 -0.3%
SFI
1709
SPC Financial Inc
Maryland
$861K +$66.7K +204 +8%
EFA
1710
Evernest Financial Advisors
Indiana
$858K +$32.4K +99 +4%
DA
1711
Dillon & Associates
Michigan
$857K +$14.7K +45 +2%
APA
1712
Astoria Portfolio Advisors
New York
$856K +$30.4K +93 +4%
GBT
1713
Grove Bank & Trust
Florida
$856K +$34.3K +105 +4%
TL
1714
Tradewinds LLC
North Carolina
$856K +$46.1K +141 +6%
KP
1715
Keel Point
Alabama
$856K -$21.3K -65 -2%
FFO
1716
Fortitude Family Office
Arizona
$852K +$228K +697 +36%
AGC
1717
Aspen Grove Capital
Colorado
$851K
WKSWA
1718
White Knight Strategic Wealth Advisors
New Jersey
$850K -$12.8K -39 -1%
AFPL
1719
Advus Financial Partners, LLC
Florida
$849K -$11.4K -35 -1%
PCMM
1720
Piedmont Capital Management (Montana)
Montana
$845K -$54K -165 -6%
EWM
1721
Evermay Wealth Management
Virginia
$842K -$1.31K -4 -0.2%
WFA
1722
Wellspring Financial Advisors
Ohio
$840K -$37.9K -116 -4%
WCA
1723
Westover Capital Advisors
Delaware
$839K +$70.3K +215 +9%
SIM
1724
Sentry Investment Management
Wisconsin
$839K
EGM
1725
Engineers Gate Manager
New York
$838K -$2.73M -8,345 -76%