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Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
1776
Global Trust Asset Management
Florida
$798K +$84.5K +1,626 +12%
PIA
1777
Pinion Investment Advisors
Kansas
$791K
JWM
1778
Jupiter Wealth Management
Colorado
$782K -$4.07M -78,365 -84%
MPPLM
1779
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$782K +$76.3K +1,467 +11%
PH
1780
Pinnacle Holdings
Oklahoma
$782K -$410K -7,887 -34%
WIA
1781
Westbourne Investment Advisors
Maryland
$781K +$24.3K +468 +3%
NHC
1782
Nicholas Hoffman & Company
Georgia
$781K +$27.3K +525 +4%
MC
1783
Matisse Capital
Oregon
$779K -$104K -1,994 -12%
ITIM
1784
Indiana Trust & Investment Management
Indiana
$775K -$81.1K -1,560 -9%
BOS
1785
Bingham Osborn & Scarborough
California
$772K -$36.3K -699 -4%
GLLW
1786
Graves Light Lenhart Wealth
Virginia
$771K -$265K -5,092 -25%
AWM
1787
Aberdeen Wealth Management
Illinois
$768K -$86.2K -1,658 -10%
BW
1788
Bison Wealth
Georgia
$766K -$39.9K -767 -5%
WQ
1789
Wealth Quarterback
New Jersey
$761K
GBT
1790
Grove Bank & Trust
Florida
$758K -$44.1K -849 -5%
SWRP
1791
Summit Wealth & Retirement Planning
California
$758K +$11K +211 +1%
TI
1792
Truepoint Inc
Ohio
$756K +$759K +14,602 New
CA
1793
Claro Advisors
Massachusetts
$755K +$21.3K +410 +3%
AIA
1794
Angeles Investment Advisors
California
$754K -$67.5K -1,298 -8%
BMC
1795
Benin Management Corp
Connecticut
$753K -$52K -1,000 -6%
TPWA
1796
TRUE Private Wealth Advisors
Oregon
$753K -$46K -885 -6%
FCFC
1797
First Commonwealth Financial Corp
Pennsylvania
$753K +$10.4K +200 +1%
SSG
1798
Summit Securities Group
New York
$751K +$260K +5,000 +53%
KFGK
1799
Keystone Financial Group (Kentucky)
Kentucky
$746K -$2.91M -55,899 -80%
VWA
1800
V Wealth Advisors
Kansas
$746K -$261K -5,024 -26%