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Name Holding Trade Value Shares
Change
Change in
Stake
PA
2776
Probity Advisors
Texas
$647K -$19.8K -61 -3%
OWG
2777
Oxford Wealth Group
Florida
$646K +$41.3K +127 +7%
MSWA
2778
Marshall & Sterling Wealth Advisors
New York
$645K +$110K +339 +23%
LAS
2779
Lloyd Advisory Services
Georgia
$642K +$463K +1,423 +358%
WAG
2780
Wilkerson Advisory Group
Missouri
$641K +$53K +163 +10%
VIP
2781
Vista Investment Partners
Oklahoma
$641K -$325 -1 -0.1%
HCM
2782
Hollencrest Capital Management
California
$640K -$32.5M -99,850 -98%
WCFA
2783
Walkner Condon Financial Advisors
Wisconsin
$640K +$61.2K +188 +12%
TBWA
2784
Three Bridge Wealth Advisors
California
$639K -$4.88K -15 -0.8%
SIC
2785
Sage Investment Counsel
Tennessee
$639K -$9.11K -28 -2%
VR
2786
Vision Retirement
New Jersey
$638K -$57.3K -176 -9%
PFA
2787
Providence Financial Advisors
Kansas
$638K -$651 -2 -0.1%
TIM
2788
Tevis Investment Management
Texas
$638K -$142K -435 -19%
ISB
2789
Iowa State Bank
Iowa
$638K -$56K -172 -9%
MA
2790
MBA Advisors
Pennsylvania
$637K +$49.1K +151 +9%
NA
2791
Navellier & Associates
Nevada
$637K -$79.4K -244 -12%
4WM
2792
49 Wealth Management
Texas
$637K -$151K -463 -20%
A
2793
Alongside
Texas
$637K +$587K +1,805 New
AFA
2794
AllGen Financial Advisors
Florida
$636K
MSWM
2795
Master's Wealth Management
Pennsylvania
$636K +$19.8K +61 +3%
TI
2796
Truepoint Inc
Ohio
$635K +$2.28K +7 +0.4%
TDB
2797
Thompson David Blair
$634K +$274K +843 +88%
HIS
2798
Harvest Investment Services
Illinois
$633K +$294K +905 +102%
C1AG
2799
Client 1st Advisory Group
Florida
$633K -$105K -323 -15%
KFA
2800
Kapstone Financial Advisors
Ohio
$632K -$14.3K -44 -2%