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Name Holding Trade Value Shares
Change
Change in
Stake
BMO
2151
Beck Mack & Oliver
New York
$3.35M -$525K -4,150 -12%
JWM
2152
Jeppson Wealth Management
California
$3.35M -$51.3K -406 -1%
PWSG
2153
Pacific Wealth Strategies Group
California
$3.34M -$15.7K -124 -0.4%
LP
2154
LGL Partners
Pennsylvania
$3.33M +$1.88M +14,889 +102%
BB
2155
Bell Bank
North Dakota
$3.32M +$375K +2,970 +11%
AFA
2156
American Financial Advisors
Georgia
$3.32M +$3.71M +29,389 New
9WM
2157
9258 Wealth Management
Ohio
$3.32M -$260K -2,060 -7%
HAS
2158
HBW Advisory Services
California
$3.32M +$69.4K +549 +2%
HI
2159
Harrington Investments
California
$3.31M -$12.6K -100 -0.3%
MGWM
2160
Marks Group Wealth Management
Minnesota
$3.31M +$93K +736 +3%
RCM
2161
Regency Capital Management
Hawaii
$3.31M -$1.36M -10,792 -27%
CGA
2162
Channing Global Advisors
Florida
$3.31M -$318K -2,513 -8%
SWA
2163
Stratos Wealth Advisors
Ohio
$3.3M -$813K -6,432 -18%
PWS
2164
Peloton Wealth Strategists
Indiana
$3.29M -$120K -950 -3%
CCG
2165
Cloverfields Capital Group
Minnesota
$3.28M +$48.2K +381 +1%
DBIA
2166
Dumont & Blake Investment Advisors
New Jersey
$3.27M +$8.22K +65 +0.2%
LFM
2167
LGT Fund Management
Liechtenstein
$3.27M -$17.8M -140,643 -83%
CSI
2168
Cross Staff Investments
New York
$3.27M -$50.6K -400 -1%
SSWG
2169
Seven Springs Wealth Group
Tennessee
$3.27M -$146K -1,155 -4%
JWM
2170
Jupiter Wealth Management
Colorado
$3.27M
BCCM
2171
Bridge Creek Capital Management
Massachusetts
$3.27M +$64.6K +511 +2%
SWM
2172
Segment Wealth Management
Texas
$3.26M +$46.5K +368 +1%
SCP
2173
Silverleafe Capital Partners
Tennessee
$3.26M -$4.51M -35,692 -55%
TP
2174
Tranquility Partners
Tennessee
$3.24M -$21K -166 -0.6%
OL
2175
Optas LLC
Texas
$3.24M +$1.15M +9,127 +47%