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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1126
Goldstein Advisors
Wisconsin
$263K +$21.9K +84 +10%
CNBTD
1127
Citizens National Bank Trust Department
Mississippi
$263K – – –
SHA
1128
Seneca House Advisors
Virginia
$262K – – –
MWM
1129
Mission Wealth Management
California
$262K +$9.38K +36 +4%
AC
1130
Abbrea Capital
California
$261K – – –
MAM
1131
MMA Asset Management
Pennsylvania
$261K +$5.47K +21 +2%
EFG
1132
Everhart Financial Group
Ohio
$261K -$11.2K -43 -4%
BIA
1133
Barry Investment Advisors
Massachusetts
$260K -$260 -1 -0.1%
PT
1134
Plimoth Trust
Massachusetts
$258K – – –
DWM
1135
Dakota Wealth Management
Florida
$257K +$7.29K +28 +3%
AT
1136
American Trust
Kentucky
$256K -$7.81K -30 -3%
TW
1137
Transform Wealth
Colorado
$256K +$4.17K +16 +2%
CS
1138
Comerica Securities
Michigan
$255K -$59.6K -229 -20%
BOPW
1139
Brandywine Oak Private Wealth
Pennsylvania
$255K – – –
FANJ
1140
Financial Architects (New Jersey)
New Jersey
$254K +$260 +1 +0.1%
PTCG
1141
Pring Turner Capital Group
California
$253K +$24.7K +95 +12%
AWA
1142
Arete Wealth Advisors
Illinois
$252K -$37.2K -143 -14%
OCBCO
1143
Oversea-Chinese Banking Corp (OCBC)
Singapore
$251K +$233K +896 New
OC
1144
Oarsman Capital
Wisconsin
$251K – – –
PI
1145
PEAK6 Investments
Illinois
$251K +$63.5K +244 +38%
FBB
1146
Fulton Breakefield Broenniman
Maryland
$250K -$1.04K -4 -0.4%
CAM
1147
Cozad Asset Management
Illinois
$250K -$1.13M -4,337 -83%
GWM
1148
Gray Wealth Management
Maine
$250K +$9.38K +36 +4%
IFS
1149
Ifrah Financial Services
Arkansas
$250K -$4.69K -18 -2%
FPCP
1150
Fort Point Capital Partners
California
$249K +$5.47K +21 +2%