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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
851
Carnegie Investment Counsel
Ohio
$218K +$197K +6,219 New
TF
852
Trek Financial
Arizona
$218K +$197K +6,212 New
PCP
853
Proficio Capital Partners
Massachusetts
$217K +$197K +6,196 New
CA
854
Claro Advisors
Massachusetts
$216K +$196K +6,163 New
BIG
855
Brooklyn Investment Group
New York
$216K – – –
BHIA
856
Birch Hill Investment Advisors
Massachusetts
$216K +$195K +6,158 New
KWM
857
KFG Wealth Management
Indiana
$215K +$195K +6,132 New
PP
858
PDS Planning
Ohio
$214K +$194K +6,109 New
SIA
859
Schechter Investment Advisors
Michigan
$214K +$194K +6,099 New
LJAC
860
L.J. Altfest & Co
New York
$213K +$193K +6,069 New
VVP
861
Venture Visionary Partners
Ohio
$213K +$193K +6,071 New
PAM
862
PVG Asset Management
Colorado
$212K +$192K +6,056 New
CAM
863
Columbia Asset Management
Michigan
$212K +$192K +6,050 New
CPW
864
Crestmont Private Wealth
Texas
$211K +$191K +6,023 New
SC
865
Searle & Co
Connecticut
$211K +$191K +6,022 New
GFP
866
Gryphon Financial Partners
Ohio
$210K +$191K +6,006 New
MG
867
Mather Group
Illinois
$209K +$57.9K +1,826 +36%
NF
868
Nikulski Financial
Iowa
$209K +$190K +5,976 New
RBC
869
Romano Brothers & Co
Illinois
$209K +$189K +5,969 New
CIAS
870
CFS Investment Advisory Services
New Jersey
$209K +$189K +5,955 New
FHWM
871
Fox Hill Wealth Management
Massachusetts
$208K +$189K +5,950 New
FNBT
872
FineMark National Bank & Trust
Florida
$208K +$189K +5,949 New
SWA
873
SFMG Wealth Advisors
Texas
$208K +$188K +5,937 New
DWM
874
Drive Wealth Management
Utah
$205K +$184K +5,814 New
TIA
875
Trust Investment Advisors
Indiana
$205K +$186K +5,857 New