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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
4776
Sunrise Financial Services
Washington
$1.14M +$1.13M +4,952 New
OCG
4777
Opus Capital Group
Ohio
$1.14M +$20.6K +90 +2%
PS
4778
Portfolio Strategies
New York
$1.14M -$21.7K -95 -2%
LIP
4779
Lynch Investment Planning
Pennsylvania
$1.14M +$1.13M +4,945 New
FGG
4780
Financial Guidance Group
Florida
$1.14M -$9.15K -40 -0.8%
C
4781
Covestor
United Kingdom
$1.14M +$28.4K +124 +3%
MAM
4782
Markin Asset Management
New York
$1.14M +$1.13M +4,927 New
PWS
4783
Pursuit Wealth Strategies
North Carolina
$1.14M +$1.13M +4,925 New
AWA
4784
ARQ Wealth Advisors
Arizona
$1.14M +$30K +131 +3%
VARA
4785
Value Aligned Research Advisors
New Jersey
$1.14M
CAM
4786
Claret Asset Management
Quebec, Canada
$1.14M +$361K +1,579 +47%
OIC
4787
Orion Investment Company
Missouri
$1.14M +$5.49K +24 +0.5%
BWM
4788
Biltmore Wealth Management
Arizona
$1.13M -$14.2K -62 -1%
SCA
4789
Southern Capital Advisors
Tennessee
$1.13M +$6.63K +29 +0.6%
FSWA
4790
Financial Synergies Wealth Advisors
Texas
$1.13M +$170K +744 +18%
ASCM
4791
Adkins Seale Capital Management
Louisiana
$1.13M +$1.12M +4,890 New
PCFFS
4792
Pacific Center for Financial Services
California
$1.13M
PCWA
4793
Pacific Capital Wealth Advisors
California
$1.13M -$39.8K -174 -3%
AWM
4794
Aberdeen Wealth Management
Illinois
$1.13M +$11.2K +49 +1%
RTC
4795
Real Talk Capital
Tennessee
$1.13M +$71.6K +313 +7%
HPIA
4796
Hamilton Point Investment Advisors
North Carolina
$1.12M +$99.1K +433 +10%
GPWA
4797
Gaddis Premier Wealth Advisors
Oklahoma
$1.12M +$1.11M +4,856 New
1NWS
4798
1 North Wealth Services
Maryland
$1.12M +$110K +480 +11%
CAM
4799
Councilmark Asset Management
Tennessee
$1.12M -$7.09K -31 -0.6%
HWMG
4800
Harbour Wealth Management Group
South Carolina
$1.12M +$1.11M +4,843 New