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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
3801
Panoramic Investment Advisors
Colorado
$224K -$18.9K -48 -8%
NBWM
3802
North Berkeley Wealth Management
California
$224K
SWM
3803
Sendero Wealth Management
Texas
$224K
MC
3804
McCarthy & Cox
Ohio
$224K
TWG
3805
The Wealth Group
Minnesota
$223K +$217K +551 New
Vanguard Capital Wealth Advisors
3806
Vanguard Capital Wealth Advisors
Colorado
$223K -$15.7K -40 -7%
SC
3807
Swan Capital
Florida
$223K -$13.8K -35 -6%
FFWM
3808
Future Financial Wealth Management
Ohio
$223K
ODIJL
3809
One Day In July LLC
Vermont
$222K -$132K -336 -38%
ITB
3810
Idaho Trust Bank
Idaho
$222K -$20.8K -53 -9%
PWMG
3811
Pinnacle Wealth Management Group
Michigan
$221K
OWM
3812
Orgel Wealth Management
Wisconsin
$221K -$1.57K -4 -0.7%
EIP
3813
Easterly Investment Partners
Massachusetts
$221K +$214K +545 New
PWM
3814
Partnership Wealth Management
Maryland
$221K +$214K +545 New
HFRG
3815
Houlihan Financial Resource Group
Virginia
$220K -$148K -377 -41%
LWA
3816
Ledgewood Wealth Advisors
New Hampshire
$220K +$214K +543 New
HAS
3817
Holland Advisory Services
Florida
$220K +$214K +543 New
AWA
3818
Alta Wealth Advisors
Massachusetts
$219K -$2.75K -7 -1%
AWP
3819
Axis Wealth Partners
Rhode Island
$219K +$212K +540 New
CCM
3820
Consolidated Capital Management
California
$218K +$211K +537 New
MAMG
3821
Milestone Asset Management Group
Connecticut
$217K -$27.9K -71 -12%
SFA
3822
Seneca Financial Advisors
New York
$216K +$210K +534 New
CCA
3823
Carrera Capital Advisors
Michigan
$216K +$210K +534 New
SGWM
3824
Sterling Group Wealth Management
California
$216K +$210K +533 New
CMAI
3825
Capital Management Associates Inc
Minnesota
$216K -$13.4K -34 -6%