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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1876
Patriot Financial Group Insurance Agency
Massachusetts
$4.54M +$6.31K +40 +0.1%
SFPG
1877
Stonebridge Financial Planning Group
Florida
$4.54M +$22.1K +140 +0.5%
BAM
1878
Brave Asset Management
New Jersey
$4.53M -$284K -1,800 -6%
BFWA
1879
Benchmark Financial Wealth Advisors
Florida
$4.53M +$637K +4,040 +16%
BCA
1880
Berman Capital Advisors
Georgia
$4.52M -$650K -4,120 -13%
AA
1881
Altman Advisors
Illinois
$4.52M +$59.9K +380 +1%
CM
1882
Capula Management
Cayman Islands
$4.52M +$4.52M +28,700 New
SCA
1883
Sage Capital Advisors
South Dakota
$4.51M -$1.97M -12,520 -30%
PRWA
1884
Platte River Wealth Advisors
Colorado
$4.51M -$296K -1,880 -6%
RA
1885
RFG Advisory
Alabama
$4.51M +$713K +4,520 +19%
CC
1886
Claybrook Capital
Massachusetts
$4.5M -$410K -2,600 -8%
SIM
1887
Seaview Investment Managers
Florida
$4.5M +$4.68M +29,660 New
RAM
1888
Roanoke Asset Management
New Jersey
$4.5M -$9.46K -60 -0.2%
CCM
1889
Coe Capital Management
Illinois
$4.49M +$536K +3,400 +14%
IF
1890
Intrua Financial
Texas
$4.47M -$2.66M -16,860 -37%
CAL
1891
Capital Analysts LLC
Pennsylvania
$4.46M +$842K +5,340 +23%
KA
1892
Klingman & Associates
New York
$4.46M +$1.35M +8,560 +43%
RGIA
1893
Rainier Group Investment Advisory
Washington
$4.45M +$590K +3,740 +15%
WCM
1894
Wunderlich Capital Managemnt
Tennessee
$4.44M -$34.7K -220 -0.8%
JWM
1895
Jeppson Wealth Management
California
$4.43M +$4.44M +28,140 New
MCM
1896
Makena Capital Management
California
$4.42M
KFBMI
1897
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.41M
DI
1898
DFPG Investments
Utah
$4.41M -$618K -3,920 -12%
PWW
1899
Pettyjohn Wood & White
Virginia
$4.4M +$555K +3,520 +14%
BOPW
1900
Brandywine Oak Private Wealth
Pennsylvania
$4.4M +$37.8K +240 +0.9%