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Name Holding Trade Value Shares
Change
Change in
Stake
DW
2501
Domani Wealth
Pennsylvania
$930K +$296K +3,060 +47%
BIA
2502
Bigelow Investment Advisors
Maine
$930K +$350K +3,620 +61%
PWA
2503
Physician Wealth Advisors
Utah
$929K +$58.1K +600 +8%
JPLA
2504
Joseph P. Lucia & Associates
New York
$926K +$178K +1,840 +24%
DWM
2505
Dorchester Wealth Management
Quebec, Canada
$926K +$530K +5,480 +136%
GCMG
2506
Gyroscope Capital Management Group
Florida
$924K -$40.7K -420 -4%
ECM
2507
Elgethun Capital Management
South Dakota
$922K +$61.9K +640 +7%
SIC
2508
Shoker Investment Counsel
Ohio
$922K +$89K +920 +11%
RMC
2509
Resources Management Corp
Connecticut
$920K +$226K +2,340 +33%
GSC
2510
G&S Capital
Colorado
$918K -$197K -2,040 -18%
GAM
2511
Greenwoods Asset Management
Cayman Islands
$916K +$910K +9,400 New
OL
2512
Optas LLC
Texas
$915K -$347K -3,580 -28%
SA
2513
Sicart Associates
New York
$909K +$194K +2,000 +27%
CCP
2514
Clarkston Capital Partners
Michigan
$901K -$3.87K -40 -0.4%
BWM
2515
BT Wealth Management
Georgia
$901K +$279K +2,880 +45%
RW
2516
RVW Wealth
California
$899K +$149K +1,540 +20%
PFA
2517
Professional Financial Advisors
Nebraska
$896K +$36.8K +380 +6%
SCP
2518
Shorepoint Capital Partners
Massachusetts
$895K -$7.74K -80 -0.9%
TF
2519
TimeScale Financial
Massachusetts
$889K +$21.3K +220 +2%
GWM
2520
Greenwich Wealth Management
Connecticut
$886K +$54.2K +560 +7%
RFM
2521
Royal Fund Management
Florida
$883K +$234K +2,420 +36%
GCP
2522
Gill Capital Partners
Colorado
$881K +$875K +9,040 New
HA
2523
HYA Advisors
Missouri
$879K +$5.81K +60 +0.7%
VAM
2524
Verity Asset Management
North Carolina
$867K +$416K +4,300 +94%
LWPC
2525
Legacy Wealth Partners (California)
California
$866K -$32.9K -340 -4%