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Name Holding Trade Value Shares
Change
Change in
Stake
EPWM
3051
Essex Private Wealth Management
Massachusetts
$262K -$48.5K -300 -15%
WA
3052
Wealth Advisors
California
$262K +$43.3K +268 +19%
CCA
3053
Cadent Capital Advisors
Oklahoma
$261K -$60.6K -375 -18%
JBA
3054
Johnson Bixby & Associates
Washington
$261K – – –
HIS
3055
Harvest Investment Services
Illinois
$261K +$8.24K +51 +3%
OC
3056
Oarsman Capital
Wisconsin
$260K -$537K -3,323 -66%
CST
3057
Charles Schwab Trust
Nevada
$260K +$43.9K +272 +19%
DW
3058
Domani Wealth
Pennsylvania
$259K -$90.4K -560 -25%
RWA
3059
Redhawk Wealth Advisors
Minnesota
$259K – – –
CCM
3060
Chiron Capital Management
Florida
$258K -$13.7K -85 -5%
PWM
3061
Purus Wealth Management
California
$258K +$59.1K +366 +28%
GBWM
3062
Granite Bay Wealth Management
New Hampshire
$258K +$270K +1,669 New
SIC
3063
SJS Investment Consulting
Ohio
$256K +$267K +1,652 New
CW
3064
Cook Wealth
North Carolina
$256K +$291K +1,802 New
SFG
3065
Sovereign Financial Group
Connecticut
$255K -$54.3K -336 -17%
ZAM
3066
Zevin Asset Management
Massachusetts
$255K -$11K -68 -4%
SFA
3067
Souders Financial Advisors
Ohio
$255K +$5.49K +34 +2%
GPA
3068
Guerra Pan Advisors
New Jersey
$254K +$265K +1,641 New
PFA
3069
Pinnacle Family Advisors
Missouri
$253K -$154K -951 -37%
SCA
3070
Southern Capital Advisors
Tennessee
$253K +$264K +1,634 New
WKSWA
3071
White Knight Strategic Wealth Advisors
New Jersey
$252K +$263K +1,628 New
LAS
3072
LWM Advisory Services
Florida
$252K +$263K +1,629 New
HA
3073
Harfst & Associates
Wyoming
$252K +$264K +1,633 New
AIA
3074
AIMZ Investment Advisors
California
$249K – – –
BLAM
3075
Bourne Lent Asset Management
New York
$248K – – –