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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
4001
Pacific Center for Financial Services
California
$981K
FNBTCON
4002
First National Bank & Trust Co of Newtown
Pennsylvania
$980K +$18.2K +100 +2%
SPW
4003
Sonoma Private Wealth
California
$980K +$12K +66 +1%
CFIA
4004
Cantor Fitzgerald Investment Advisors
New York
$980K +$684K +3,748 +248%
GSAM
4005
Grant Street Asset Management
Pennsylvania
$977K -$25.4K -139 -3%
POIA
4006
Pin Oak Investment Advisors
Texas
$976K +$16.4K +90 +2%
EF
4007
Exeter Financial
Arizona
$973K +$13K +71 +1%
SPWG
4008
Sage Private Wealth Group
Illinois
$972K +$9.67K +53 +1%
LAM
4009
LECAP Asset Management
United Kingdom
$971K -$811K -4,446 -46%
STA
4010
Smith Thornton Advisors
Alabama
$970K +$35.6K +195 +4%
CCM
4011
Colorado Capital Management
Colorado
$969K +$9.12K +50 +1%
HWMC
4012
Heritage Wealth Management (California)
California
$967K +$191K +1,046 +25%
APIM
4013
Agate Pass Investment Management
Washington
$965K -$102K -559 -10%
SVWG
4014
Shared Vision Wealth Group
United States
$963K -$91.2K -500 -9%
DTL
4015
Dynamic Technology Lab
Singapore
$962K -$985K -5,401 -51%
LCM
4016
LVM Capital Management
Michigan
$959K
AI
4017
Axecap Investments
Ohio
$958K +$938K +5,142 New
DAC
4018
Dividend Assets Capital
South Carolina
$958K -$73K -400 -7%
SWAG
4019
Spectrum Wealth Advisory Group
California
$954K -$50.2K -275 -5%
DSA
4020
Droms Strauss Advisors
Missouri
$948K -$61.1K -335 -6%
MWM
4021
Marion Wealth Management
Pennsylvania
$947K +$31.7K +174 +4%
AFO
4022
Arrowroot Family Office
California
$947K +$14.8K +81 +2%
EWA
4023
Emergent Wealth Advisors
New York
$946K +$20.8K +114 +2%
CIA
4024
Citadel Investment Advisory
Ohio
$945K -$14.6K -80 -2%
DMBA
4025
Deseret Mutual Benefit Administrators
Utah
$944K +$34.1K +187 +4%