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Name Holding Trade Value Shares
Change
Change in
Stake
PP
776
Pingora Partners
Wyoming
$20.4K +$20.5K +500 New
BAM
777
Bellevue Asset Management
Washington
$19.7K
FCAS
778
First Command Advisory Services
Texas
$18.7K
SWA
779
SOA Wealth Advisors
New York
$18.5K -$11.7K -287 -39%
OIA
780
Optimum Investment Advisors
Illinois
$18.2K -$22.9K -560 -56%
CWM
781
Compass Wealth Management
Connecticut
$18.2K
SHIM
782
Stone House Investment Management
Pennsylvania
$17.9K -$7.36K -180 -29%
TCG
783
Transcendent Capital Group
Oklahoma
$17.5K
TC
784
Truvestments Capital
Florida
$17.4K +$17.4K +426 New
EFP
785
EnRich Financial Partners
Wisconsin
$16.9K
AWM
786
Atticus Wealth Management
Florida
$16.4K
PS
787
Planned Solutions
California
$16.3K +$16.3K +399 New
BFP
788
Briaud Financial Planning
Texas
$16K
MA
789
MCF Advisors
Kentucky
$15.7K
TCOV
790
Trust Company of Vermont
Vermont
$15.3K -$5.93K -145 -28%
BCM
791
Blume Capital Management
California
$14.7K -$111K -2,720 -88%
CPA
792
Capital Performance Advisors
California
$14.4K +$14.4K +353 New
PWA
793
Provenance Wealth Advisors
Florida
$13.7K
HCM
794
Hollencrest Capital Management
California
$13.1K +$1.8K +44 +16%
AT
795
Arlington Trust
Alabama
$13.1K
NCM
796
Northwest Capital Management
Oregon
$13.1K
VAMG
797
Voisard Asset Management Group
Michigan
$13.1K
SIC
798
SJS Investment Consulting
Ohio
$12.9K +$12.9K +316 New
FPFS
799
First Personal Financial Services
North Carolina
$12.8K
BTC
800
Bank & Trust Company
Illinois
$12.8K