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Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
801
Chas P. Smith & Associates (CPS)
Florida
$231K -$13.9K -100 -6%
GCIM
802
Gunn & Company Investment Management
Florida
$231K +$235K +1,693 New
LFAS
803
Level Four Advisory Services
Texas
$231K -$44K -317 -16%
FCB
804
First County Bank
Connecticut
$231K -$29.3K -211 -11%
OAS
805
Optivise Advisory Services
Tennessee
$230K +$234K +1,683 New
NAG
806
Northstar Advisory Group
New Jersey
$229K +$3.06K +22 +1%
HIC
807
Holderness Investments Company
North Carolina
$229K +$1.67K +12 +0.7%
FL
808
Fort LP
Maryland
$227K +$231K +1,661 New
XF
809
XML Financial
Maryland
$227K +$417 +3 +0.2%
SWM
810
Spire Wealth Management
Virginia
$226K -$16.4K -118 -7%
CW
811
CIC Wealth
Maryland
$226K +$278 +2 +0.1%
IIA
812
Integral Investment Advisors
California
$226K -$694 -5 -0.3%
IIM
813
InTrack Investment Management
Vermont
$225K
MAG
814
M3 Advisory Group
Massachusetts
$224K -$4.58K -33 -2%
JAG
815
Journey Advisory Group
Kentucky
$224K -$13.9K -100 -6%
WCM Investment Management
816
WCM Investment Management
California
$224K +$227K +1,637 New
SEA
817
Stegent Equity Advisors
Texas
$223K -$48K -346 -17%
MA
818
MONECO Advisors
Connecticut
$223K -$7.92K -57 -3%
PCA
819
Prosperity Capital Advisors
Ohio
$222K -$121K -871 -35%
GWM
820
Geneos Wealth Management
Colorado
$222K +$4.3K +31 +2%
IA
821
IFP Advisors
Florida
$222K +$28.5K +205 +14%
MOS
822
MGO One Seven
Ohio
$220K +$3.47K +25 +2%
AWM
823
Apollon Wealth Management
South Carolina
$220K -$103K -744 -32%
WA
824
WBH Advisory
Maryland
$219K -$12.8K -92 -5%
MHIC
825
Marble Harbor Investment Counsel
Massachusetts
$218K -$139K -1,000 -38%