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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
1901
QP Wealth Management
New Jersey
$5.06M -$38K -240 -0.7%
GPFA
1902
Game Plan Financial Advisors
Ohio
$5.06M +$108K +680 +2%
PRWA
1903
Platte River Wealth Advisors
Colorado
$5.05M -$88.8K -560 -2%
CRWM
1904
Castle Rock Wealth Management
California
$5.05M +$165K +1,040 +4%
CCM
1905
Campbell Capital Management
Florida
$5.04M +$1.36M +8,600 +36%
PAM
1906
Pegasus Asset Management
New York
$5.04M +$216K +1,360 +4%
AGA
1907
Accuvest Global Advisors
Utah
$5.04M +$4.78M +30,160 +1,246%
WIC
1908
WealthBridge Investment Counsel
Alberta, Canada
$5.03M +$95.1K +600 +2%
WA
1909
Wealth Architects
California
$5.03M -$288K -1,820 -5%
MCCP
1910
Mission Creek Capital Partners
California
$5.03M -$149K -940 -3%
SIG
1911
Sargent Investment Group
Maryland
$5.02M +$387K +2,440 +8%
RG
1912
Retirement Group
California
$5.01M +$460K +2,900 +10%
GCIA
1913
Gabelli & Co Investment Advisers
New York
$5.01M +$951K +6,000 +23%
MWM
1914
Mattern Wealth Management
Kansas
$5.01M +$1.48M +9,320 +40%
PWMAG
1915
Pinnacle Wealth Management Advisory Group
New Jersey
$4.99M +$171K +1,080 +3%
LOAMU
1916
Lombard Odier Asset Management (USA)
New York
$4.98M -$8.42M -53,140 -62%
SG
1917
Somerset Group
Minnesota
$4.98M -$114K -720 -2%
BIM
1918
Baldwin Investment Management
Pennsylvania
$4.97M -$187K -1,180 -4%
HBT
1919
Heartland Bank & Trust
Illinois
$4.97M -$675K -4,260 -12%
WA
1920
WP Advisors
California
$4.95M +$133K +840 +3%
UM
1921
Ulysses Management
New York
$4.95M
SVI
1922
Strategic Vision Investment
Hong Kong
$4.95M +$4.76M +30,000 +1,500%
PWW
1923
Pettyjohn Wood & White
Virginia
$4.95M +$219K +1,380 +5%
6M
1924
6 Meridian
Kansas
$4.94M +$108K +680 +2%
SAM
1925
SignalPoint Asset Management
Missouri
$4.92M +$441K +2,780 +10%