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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
2701
Coastwise Capital Group
California
$5.57M +$11.3K +55 +0.2%
AW
2702
Alteri Wealth
California
$5.57M +$5.2M +25,395 New
GCC
2703
Guardian Capital (Canada)
Ontario, Canada
$5.57M +$352K +1,722 +7%
RPGK
2704
Retirement Planning Group (Kansas)
Kansas
$5.56M +$580K +2,837 +13%
OCM
2705
Orser Capital Management
Texas
$5.56M -$27.2K -133 -0.5%
DA
2706
Dover Advisors
Virginia
$5.56M +$116K +568 +2%
ES
2707
Eagle Strategies
New York
$5.55M +$44.2K +216 +0.9%
TA
2708
TFB Advisors
Kansas
$5.55M +$89.6K +438 +2%
CSI
2709
Cross Staff Investments
New York
$5.54M
HCCM
2710
Hudson Canyon Capital Management
New York
$5.54M
PAM
2711
Peak Asset Management
Colorado
$5.54M -$65.7K -321 -1%
SA
2712
Seneschal Advisors
Washington
$5.54M +$5.16M +25,234 New
AT
2713
Arlington Trust
Alabama
$5.53M +$24.6K +120 +0.5%
OL
2714
OneFund LLC
Florida
$5.53M +$150K +733 +3%
ZIC
2715
ZWJ Investment Counsel
Georgia
$5.53M +$439K +2,145 +9%
BSCCG
2716
Blue Sky Capital Consultants Group
California
$5.53M +$5.16M +25,216 New
LAM
2717
Lewis Asset Management
California
$5.53M -$46K -225 -0.9%
LWA
2718
Lineweaver Wealth Advisors
Ohio
$5.53M +$434K +2,121 +9%
CPSAC
2719
Chas P. Smith & Associates (CPS)
Florida
$5.52M +$78.2K +382 +2%
ACA
2720
Aspire Capital Advisors
Washington
$5.52M +$549K +2,684 +12%
FI
2721
Finivi Inc
Massachusetts
$5.5M -$224K -1,097 -4%
PBC
2722
Pavion Blue Capital
California
$5.5M +$92.9K +454 +2%
RWP
2723
Revolve Wealth Partners
New Jersey
$5.49M +$202K +986 +4%
FNBOMD
2724
First National Bank of Mount Dora
Florida
$5.49M -$78.2K -382 -2%
CWA
2725
Consilium Wealth Advisory
Texas
$5.49M -$87.8K -429 -2%