Name Holding Trade Value Shares
Change
Change in
Stake
OPF
1126
Old Peak Finance
North Carolina
$232K – – –
PCH
1127
PGIM Custom Harvest
New Jersey
$231K +$1.4K +4 +0.5%
GIA
1128
GHP Investment Advisors
Colorado
$231K +$698 +2 +0.3%
ICP
1129
Impact Capital Partners
Colorado
$231K +$8.03K +23 +3%
NA
1130
Note Advisors
New York
$230K -$25.3M -72,511 -99%
PWP
1131
Perfromance Wealth Partners
Illinois
$230K +$349 +1 +0.1%
WW
1132
Westshore Wealth
California
$229K +$698 +2 +0.3%
PFM
1133
Patton Fund Management
Texas
$228K +$22K +63 +9%
DOA
1134
D'Orazio & Associates
Virginia
$227K +$6.28K +18 +3%
QC
1135
Quent Capital
New York
$226K +$46.8K +134 +23%
EWA
1136
EQ Wealth Advisors
Texas
$225K – – –
AA
1137
Alesco Advisors
New York
$225K +$250K +716 New
RL
1138
Retireful LLC
Michigan
$224K -$12.2K -35 -5%
BOPW
1139
Brandywine Oak Private Wealth
Pennsylvania
$224K – – –
RAS
1140
RPS Advisory Solutions
Kentucky
$224K – – –
AIA
1141
Affinity Investment Advisors
California
$223K – – –
AWM
1142
Angeles Wealth Management
California
$221K +$245K +703 New
IWM
1143
IHT Wealth Management
Illinois
$220K -$349 -1 -0.1%
AWM
1144
Aries Wealth Management
Maine
$220K – – –
SRC
1145
Sage Rhino Capital
California
$220K +$2.79K +8 +1%
KF
1146
Krilogy Financial
Missouri
$219K -$11.9K -34 -5%
MFG
1147
Menard Financial Group
Texas
$218K – – –
GIA
1148
Gladstone Institutional Advisory
Florida
$216K -$7.33K -21 -3%
PSCM
1149
Per Stirling Capital Management
Texas
$216K +$1.75K +5 +0.7%
BRWA
1150
B. Riley Wealth Advisors
Florida
$214K -$507K -1,451 -68%