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Name Holding Trade Value Shares
Change
Change in
Stake
MA
3151
Mosaic Advisors
Texas
$712K +$729K +4,600 New
PFM
3152
Peak Financial Management
Massachusetts
$710K +$263K +1,660 +57%
SA
3153
Shilanski & Associates
Alaska
$709K -$95.1K -600 -12%
AWM
3154
Act Wealth Management
Texas
$709K -$6.34K -40 -0.9%
FNBTCON
3155
First National Bank & Trust Co of Newtown
Pennsylvania
$709K +$19K +120 +3%
PBC
3156
Pavion Blue Capital
California
$705K -$28.5K -180 -4%
CAL
3157
Capital Advisors Ltd
Ohio
$702K +$105K +660 +17%
CAC
3158
Core Alternative Capital
Georgia
$702K +$672K +4,240 +1,413%
AAM
3159
Auxier Asset Management
Oregon
$699K +$190K +1,200 +36%
WAOI
3160
Wealth Advisors of Iowa
Iowa
$696K +$12.7K +80 +2%
PPWM
3161
PFG Private Wealth Management
Florida
$690K -$212K -1,340 -23%
HFS
3162
Horizon Financial Services
North Carolina
$690K
MWP
3163
Meridian Wealth Partners
Pennsylvania
$690K +$47.6K +300 +7%
FL
3164
Fort LP
Maryland
$687K -$105K -660 -13%
OAJ
3165
Ogorek Anthony Joseph
New York
$686K
FMP
3166
Financial Management Professionals
Texas
$684K +$12.7K +80 +2%
CFA
3167
Camarda Financial Advisors
Florida
$681K
IPW
3168
Inlet Private Wealth
Florida
$681K
EM
3169
Excalibur Management
Massachusetts
$681K +$279K +1,760 +67%
TI
3170
Telemetry Investments
New York
$681K +$697K +4,400 New
CWM
3171
Campbell Wealth Management
Virginia
$678K +$19K +120 +3%
LRI
3172
Linden Rose Investment
Texas
$678K +$76.1K +480 +12%
BMCM
3173
Burns Matteson Capital Management
New York
$678K +$25.4K +160 +4%
KNW
3174
Kesler Norman & Wride
Utah
$675K
TWP
3175
TFO Wealth Partners
Ohio
$675K +$174K +1,100 +34%