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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1801
Klingman & Associates
New York
$830K +$77.3K +744 +13%
LMKC
1802
L.M. Kohn & Company
Ohio
$827K -$706K -6,795 -50%
PL
1803
Plancorp LLC
Missouri
$827K -$153K -1,477 -18%
CCG
1804
Chatham Capital Group
Georgia
$823K
OBWG
1805
Onyx Bridge Wealth Group
New York
$822K -$64.6K -622 -9%
CCG
1806
Coastwise Capital Group
California
$821K -$35.7K -344 -5%
LI
1807
LifeWealth Investments
Florida
$820K +$69.2K +666 +11%
OPA
1808
Old Port Advisors
Maine
$820K -$73.1K -704 -10%
WCG
1809
Weaver Consulting Group
California
$819K +$623 +6 +0.1%
OC
1810
Oakworth Capital
Alabama
$818K -$52.9K -509 -7%
SS
1811
Sunbelt Securities
Texas
$817K -$35.3K -340 -4%
PAM
1812
PCG Asset Management
New Jersey
$816K +$7.58K +73 +1%
PHIC
1813
Pine Haven Investment Counsel
Massachusetts
$816K -$10.4K -100 -1%
BCA
1814
Bay Colony Advisors
Massachusetts
$815K -$285K -2,744 -29%
GFG
1815
Goldstone Financial Group
Illinois
$814K +$167K +1,612 +33%
CCWM
1816
Cassaday & Co Wealth Management
Virginia
$814K +$59.6K +574 +10%
LA
1817
Lifeworks Advisors
Michigan
$813K +$40.1K +386 +6%
TM
1818
TigerOak Management
New Mexico
$812K -$15.1K -145 -2%
AIM
1819
Access Investment Management
Georgia
$809K +$678K +6,527 New
BWP
1820
Baldwin Wealth Partners
Massachusetts
$807K -$520 -5 -0.1%
AA
1821
Addison Advisors
Vermont
$804K +$27.9K +269 +4%
OWA
1822
Opal Wealth Advisors
New York
$803K +$39.2K +377 +6%
TAM
1823
Trillium Asset Management
Massachusetts
$803K +$55.5K +534 +9%
QC
1824
Quent Capital
New York
$803K -$57.6K -554 -8%
WA
1825
WealthTrust Axiom
Pennsylvania
$801K -$17.1K -165 -2%