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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1351
Harbour Investments
Wisconsin
$211K +$56.8K +209 +37%
PCA
1352
Purkiss Capital Advisors
Connecticut
$210K +$6.52K +24 +3%
HNB
1353
Hilltop National Bank
Wyoming
$209K -$22.3K -82 -10%
CPRC
1354
Consolidated Portfolio Review Corp
New York
$209K -$3.26K -12 -2%
RPCA
1355
Running Point Capital Advisors
California
$208K +$206K +758 New
LWM
1356
LJI Wealth Management
Indiana
$207K -$7.61K -28 -4%
NFGCM
1357
Norman Fields Gottscho Capital Management
New York
$207K – – –
MSWM
1358
Mowery & Schoenfeld Wealth Management
Illinois
$206K +$133K +490 +186%
TCM
1359
Traynor Capital Management
Pennsylvania
$206K -$22.8K -84 -10%
FCG
1360
Fielder Capital Group
Tennessee
$206K -$10.1K -37 -5%
PWPS
1361
Pinnacle Wealth Planning Services
Ohio
$206K +$1.9K +7 +0.9%
IA
1362
IFG Advisory
Georgia
$206K – – –
BI
1363
Ballast Inc
Kentucky
$205K – – –
WWA
1364
Wisconsin Wealth Advisors
Wisconsin
$205K – – –
BFA
1365
Beaumont Financial Advisors
Massachusetts
$205K -$149K -548 -42%
AAS
1366
Annex Advisory Services
Wisconsin
$205K -$39.4K -145 -16%
EA
1367
Enclave Advisors
Texas
$203K +$201K +740 New
CL
1368
CSS LLC
Illinois
$203K +$201K +740 New
WA
1369
Wealth Alliance
New York
$202K -$27.2K -100 -12%
CPA
1370
Capital Performance Advisors
California
$202K +$200K +737 New
NSIM
1371
North Star Investment Management
Illinois
$201K – – –
WA
1372
Waddell & Associates
Tennessee
$201K +$199K +733 New
FPWM
1373
FSB Premier Wealth Management
Iowa
$200K +$199K +731 New
CBA
1374
Coastal Bridge Advisors
Connecticut
$200K +$199K +731 New
SB
1375
Strategic Blueprint
Georgia
$200K +$198K +730 New