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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
4126
Panoramic Investment Advisors
Colorado
$1.51M +$10.9K +55 +0.8%
BI
4127
Bolthouse Investments
California
$1.51M
BIA
4128
BHK Investment Advisors
Alabama
$1.51M +$1.78K +9 +0.1%
SWP
4129
Significant Wealth Partners
Illinois
$1.51M -$45.7K -231 -3%
DTC
4130
Davidson Trust Company
Washington
$1.51M -$1.39K -7 -0.1%
KL
4131
KilterHowling LLC
Colorado
$1.51M -$396 -2 -0%
MCIA
4132
Mountain Capital Investment Advisors
Colorado
$1.51M +$3.56K +18 +0.3%
BFA
4133
Bright Financial Advisors
Michigan
$1.51M +$3.96K +20 +0.3%
WF
4134
Womack Financial
Texas
$1.5M +$20.4K +103 +2%
CWM
4135
CCG Wealth Management
California
$1.5M +$27.7K +140 +2%
PA
4136
PFW Advisors
Georgia
$1.5M +$59.8K +302 +5%
4A
4137
4Wealth Advisors
Illinois
$1.5M +$119K +601 +10%
CCAM
4138
Cascades Capital Asset Management
North Carolina
$1.5M +$128K +648 +10%
NWA
4139
Navis Wealth Advisors
New York
$1.5M +$104K +525 +8%
BW
4140
Blalock Williams
Alabama
$1.49M +$70.3K +355 +6%
PWS
4141
Precision Wealth Strategies
Missouri
$1.49M +$422K +2,135 +46%
PD
4142
Planning Directions
Pennsylvania
$1.48M -$97K -490 -7%
FFWM
4143
Future Financial Wealth Management
Ohio
$1.48M +$11.3K +57 +0.8%
JHC
4144
J. Hagan Capital
Kentucky
$1.48M -$469K -2,371 -27%
CAG
4145
Cypress Advisory Group
Arizona
$1.48M -$31.7K -160 -2%
SCM
4146
Sage Capital Management
New Jersey
$1.48M +$166K +841 +14%
ARC
4147
Advisor Resource Council
Texas
$1.48M -$15.4M -77,880 -92%
ACM
4148
Ashford Capital Management
Delaware
$1.47M -$19.8K -100 -1%
WAM
4149
Werlinich Asset Management
Connecticut
$1.47M
KCM
4150
KRS Capital Management
Michigan
$1.47M +$123K +620 +10%