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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1801
Garrison Point Advisors
California
$961K -$44K -396 -4%
CL
1802
CPWM LLC
Washington
$960K -$547K -4,926 -33%
VIM
1803
Vista Investment Management
Pennsylvania
$958K +$203K +1,831 +22%
SHFP
1804
Second Half Financial Partners
Florida
$957K
DMBA
1805
Deseret Mutual Benefit Administrators
Utah
$955K -$254K -2,292 -18%
FIM
1806
Freedom Investment Management
Connecticut
$954K -$189K -1,703 -14%
SWM
1807
Salvus Wealth Management
New Jersey
$953K -$10.7K -96 -0.9%
CT
1808
Columbia Trust
Oregon
$952K +$69K +622 +7%
PCM
1809
Prelude Capital Management
New York
$952K +$1.12M +10,086 New
ITIM
1810
Indiana Trust & Investment Management
Indiana
$950K -$62.2K -560 -5%
CAI
1811
Capital Advisors Inc
Oklahoma
$950K +$42.5K +383 +4%
PFA
1812
Pure Financial Advisors
California
$950K +$108K +973 +11%
TWM
1813
TriaGen Wealth Management
California
$948K +$2.33K +21 +0.2%
MA
1814
MONECO Advisors
Connecticut
$948K +$205K +1,844 +22%
WW
1815
Waterfront Wealth
Kansas
$947K -$89K -802 -7%
SB
1816
Strategic Blueprint
Georgia
$947K +$139K +1,255 +14%
ACM
1817
Alight Capital Management
New York
$944K -$555K -5,000 -33%
GIM
1818
Guardian Investment Management
California
$944K
AWG
1819
Altus Wealth Group
Colorado
$942K -$49.2K -443 -7%
IBOK
1820
Independence Bank of Kentucky
Kentucky
$942K +$159K +1,430 +17%
FCA
1821
FLC Capital Advisors
California
$935K +$274K +2,466 +33%
AI
1822
AXS Investments
New York
$935K +$861K +7,755 +360%
VWA
1823
Visionary Wealth Advisors
Illinois
$933K -$136K -1,227 -11%
LA
1824
LexAurum Advisors
Kansas
$933K -$119K -1,075 -10%
SP
1825
Symmetry Partners
Connecticut
$933K