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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
3826
Pin Oak Investment Advisors
Texas
$217K
GIM
3827
Groesbeck Investment Management
New Jersey
$217K +$3.64K +10 +2%
RAM
3828
Redmond Asset Management
Virginia
$217K +$5.47K +15 +2%
PF
3829
Prota Financial
Texas
$216K -$37.5K -103 -14%
TCM
3830
Tradewinds Capital Management
Washington
$216K -$39.4K -108 -14%
WF
3831
Whelan Financial
California
$216K -$2.55K -7 -1%
CWM
3832
Capital Wealth Management
Rhode Island
$216K +$239K +657 New
SI
3833
Stonekeep Investments
New Mexico
$216K +$239K +657 New
FC
3834
Fairscale Capital
New Hampshire
$216K
OWA
3835
One Wealth Advisors
California
$216K +$14.2K +39 +6%
HP
3836
Hilltop Partners
Indiana
$215K -$14.2K -39 -6%
MI
3837
Moneywise Inc
Virginia
$215K
GA
3838
GoalVest Advisory
New York
$215K -$34.3K -94 -13%
PFS
3839
Prospect Financial Services
New York
$215K -$7.65K -21 -3%
JF
3840
Joule Financial
Kentucky
$214K +$3.28K +9 +1%
JIG
3841
Junk Investment Group
Maryland
$214K +$237K +651 New
ARG
3842
Advisory Resource Group
Oklahoma
$214K +$3.28K +9 +1%
CCA
3843
Conestoga Capital Advisors
Pennsylvania
$214K
PWA
3844
Prairie Wealth Advisors
Nebraska
$214K
ACM
3845
Advance Capital Management
Michigan
$213K -$29.5K -81 -11%
OM
3846
OV Management
Minnesota
$213K -$674K -1,850 -74%
CFS
3847
CGC Financial Services
Oregon
$213K
PA
3848
Planning Alternatives
Michigan
$213K -$240K -658 -50%
BWP
3849
BlueStem Wealth Partners
Minnesota
$213K +$6.56K +18 +3%
BWCS
3850
Beirne Wealth Consulting Services
Connecticut
$212K -$6.2K -17 -3%