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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1001
Diligent Investors
California
$369K -$120K -1,797 -27%
OBWG
1002
Onyx Bridge Wealth Group
New York
$369K -$116K -1,727 -26%
FNT
1003
First National Trust
Pennsylvania
$368K -$69.4K -1,038 -18%
CAM
1004
Columbia Asset Management
Michigan
$368K -$194K -2,897 -38%
FFA
1005
Founders Financial Alliance
North Carolina
$367K -$98.9K -1,478 -24%
BMA
1006
Brooks Moore & Associates
Tennessee
$366K -$49.3K -737 -13%
CBFP
1007
Cedar Brook Financial Partners
Ohio
$366K -$75.7K -1,132 -19%
LFA
1008
LGT Financial Advisors
Texas
$363K -$89.4K -1,337 -22%
RCM
1009
RNC Capital Management
California
$360K -$104K -1,548 -25%
W
1010
WealthOne
New York
$360K -$57.4K -858 -15%
SFS
1011
Strategic Financial Services
New York
$360K -$92.5K -1,382 -23%
NW
1012
NewEdge Wealth
Pennsylvania
$359K -$34.2K -511 -10%
BBWA
1013
Bell & Brown Wealth Advisors
California
$359K -$97K -1,450 -24%
AIM
1014
Allen Investment Management
New York
$359K -$88.3K -1,320 -22%
GVAG
1015
Great Valley Advisor Group
Delaware
$358K -$104K -1,551 -25%
TAM
1016
Tocqueville Asset Management
New York
$358K -$3.55K -53 -1%
VWA
1017
VERITY Wealth Advisors
United States
$357K -$88K -1,315 -22%
PWMAG
1018
Pinnacle Wealth Management Advisory Group
New Jersey
$356K -$84.4K -1,261 -21%
TCM
1019
Telos Capital Management
California
$356K -$100K -1,500 -24%
DMBA
1020
Deseret Mutual Benefit Administrators
Utah
$353K -$142K -2,127 -31%
TAM
1021
Trillium Asset Management
Massachusetts
$353K -$62.6K -935 -17%
SG
1022
StoneX Group
New York
$353K -$86.7K -1,296 -22%
NG
1023
Northstar Group
New York
$351K -$75.4K -1,127 -20%
Wealth Enhancement Advisory Services
1024
Wealth Enhancement Advisory Services
Minnesota
$348K +$306K +4,567 New
CCM
1025
Crew Capital Management
Ohio
$348K -$148K -2,206 -33%