Name Holding Trade Value Shares
Change
Change in
Stake
HPG
1201
Harvest Portfolios Group
Ontario, Canada
$552K -$8.89K -367 -2%
KA
1202
KLCM Advisors
Wisconsin
$551K -$22.2K -915 -5%
CG
1203
CFO4Life Group
Texas
$551K -$4.6K -190 -1%
CA
1204
Crewe Advisors
Utah
$550K -$221K -9,120 -36%
DWM
1205
Diversify Wealth Management
Utah
$549K +$79.6K +3,285 +31%
PWA
1206
Providence Wealth Advisors
Illinois
$545K -$5.45K -225 -2%
CBA
1207
Coastal Bridge Advisors
Connecticut
$545K -$119K -4,896 -23%
MMG
1208
Monetary Management Group
Missouri
$544K -$24.2K -1,000 -6%
APWM
1209
Argonautica Private Wealth Management
Massachusetts
$544K – – –
LI
1210
LRI Investments
Florida
$539K -$36.8K -1,520 -9%
LFAS
1211
Level Four Advisory Services
Texas
$538K +$16.7K +689 +4%
BTC
1212
Bank & Trust Company
Illinois
$537K -$678 -28 -0.2%
OP
1213
Oslo Pensjonsforsikring
$537K -$48.5K -2,000 -11%
GL
1214
Gerber LLC
Ohio
$536K +$48 +2 +0%
PCG
1215
Prosperity Consulting Group
Maryland
$535K +$386K +15,945 New
FMTC
1216
Farmers & Merchants Trust Company
California
$534K -$21K -865 -5%
PIA
1217
Perennial Investment Advisors
California
$533K -$40.7K -1,679 -10%
FMLI
1218
Fukoku Mutual Life Insurance
Japan
$532K – – –
FB
1219
Fulton Bank
Pennsylvania
$532K -$26.4K -1,090 -6%
NHC
1220
Nicholas Hoffman & Company
Georgia
$532K -$29.5K -1,218 -7%
FWM
1221
Finer Wealth Management
Massachusetts
$531K -$57.8K -2,385 -13%
GPWM
1222
Grant Private Wealth Management
California
$527K +$380K +15,700 New
AWM
1223
Avaii Wealth Management
Wisconsin
$525K -$606 -25 -0.2%
MCM
1224
Manchester Capital Management
Vermont
$524K -$84.2K -3,475 -18%
LCGC
1225
Legacy Capital Group California
California
$524K +$11K +456 +3%