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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1676
Regal Investment Advisors
Michigan
$342K -$37K -27 -9%
CC
1677
Courier Capital
New York
$341K -$54.8K -40 -13%
CLOS
1678
Compagnie Lombard Odier SCmA
Switzerland
$341K – – –
LF
1679
Lantz Financial
Illinois
$341K +$354K +258 New
HAC
1680
Harbor Advisory Corp
New Hampshire
$339K – – –
KIA
1681
KCM Investment Advisors
California
$339K +$15.1K +11 +4%
1CP
1682
17 Capital Partners
Arizona
$339K +$42.5K +31 +14%
CCM
1683
Cloud Capital Management
Washington
$339K +$31.5K +23 +10%
CA
1684
Continuum Advisory
Idaho
$338K +$351K +256 New
SWM
1685
SHP Wealth Management
Massachusetts
$338K +$24.7K +18 +8%
TPWA
1686
Twin Peaks Wealth Advisors
California
$337K +$68.5K +50 +24%
GA
1687
GFS Advisors
Texas
$337K +$15.1K +11 +5%
CIC
1688
Chase Investment Counsel
Virginia
$336K +$349K +255 New
SWM
1689
Stronghold Wealth Management
Florida
$335K +$80.9K +59 +30%
SIA
1690
Strategic Investment Advisors
Michigan
$334K +$347K +253 New
PAS
1691
Parsonex Advisory Services
Colorado
$334K -$67.1K -49 -16%
FFA
1692
Fragasso Financial Advisors
Pennsylvania
$334K +$60.3K +44 +21%
BAAM
1693
Baker Avenue Asset Management
California
$332K +$344K +251 New
PDL
1694
Portfolio Design Labs
California
$332K – – –
JFGLC
1695
Johnson Financial Group LLC (Colorado)
Colorado
$332K +$344K +251 New
EFL
1696
ERn Financial LLC
Wisconsin
$330K -$24.7K -18 -7%
LOWM
1697
Laurel Oak Wealth Management
New Jersey
$330K -$12.3K -9 -3%
BPFA
1698
Barnes Pettey Financial Advisors
Mississippi
$330K – – –
FPW
1699
Flywheel Private Wealth
California
$330K – – –
TWM
1700
TRB Wealth Management
Texas
$330K +$343K +250 New