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Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1201
Gateway Wealth Partners
Wisconsin
$805K -$62.5K -277 -7%
BCA
1202
Bay Colony Advisors
Massachusetts
$804K +$54.1K +240 +7%
BOSSRA
1203
B.O.S.S. Retirement Advisors
Utah
$799K +$13.3K +59 +2%
PAS
1204
Professional Advisory Services
Florida
$798K
LSPW
1205
Lake Street Private Wealth
Illinois
$798K +$134K +595 +19%
LF
1206
Lantz Financial
Illinois
$797K +$140K +622 +20%
PWA
1207
Primoris Wealth Advisors
Florida
$797K -$280K -1,242 -25%
BCM
1208
Boltwood Capital Management
California
$797K +$4.74K +21 +0.6%
WP
1209
WealthShield Partners
North Carolina
$796K +$205K +911 +33%
DP
1210
Dearborn Partners
Illinois
$794K
CI Investments Inc
1211
CI Investments Inc
Ontario, Canada
$790K -$48.5K -215 -6%
HKIM
1212
Hayek Kallen Investment Management
Alabama
$788K
FGP
1213
Freestone Grove Partners
California
$788K +$823K +3,649 New
TTIC
1214
Tower Trust & Investment Company
Iowa
$787K +$1.35K +6 +0.2%
HJGA
1215
Hardman Johnston Global Advisors
Connecticut
$787K +$374K +1,660 +84%
ESB
1216
Essex Savings Bank
Connecticut
$786K +$2.25K +10 +0.3%
AF
1217
Apexium Financial
Texas
$786K -$28K -124 -3%
TNB
1218
Thomasville National Bank
Georgia
$785K -$27.3K -121 -3%
DIG
1219
DeepCurrents Investment Group
New York
$784K
RIA
1220
Realta Investment Advisors
Delaware
$784K +$589K +2,613 +257%
TCA
1221
Transcend Capital Advisors
New Jersey
$782K -$17.6K -78 -2%
BP
1222
BNP Paribas
France
$780K +$33.8K +150 +4%
CIC
1223
Carnegie Investment Counsel
Ohio
$779K +$20.7K +92 +3%
LSA
1224
L & S Advisors
California
$776K +$533K +2,366 +193%
CFO
1225
Custos Family Office
Texas
$772K