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Name Holding Trade Value Shares
Change
Change in
Stake
AGA
1726
Arkos Global Advisors
Texas
$316K -$20.3K -30 -7%
LJHT
1727
Laurie J. Hall Trustee
$315K
CAM
1728
Carret Asset Management
New York
$315K
FA
1729
Fortis Advisors
Pennsylvania
$315K
LWM
1730
Luminvest Wealth Management
Arizona
$315K
PBF
1731
Petix & Botte Financial
California
$315K
SIC
1732
Samalin Investment Counsel
New York
$314K -$30.5K -45 -10%
WBC
1733
West Branch Capital
Massachusetts
$313K +$168K +248 +165%
PMSA
1734
Patrick M. Sweeney & Associates
Illinois
$313K
B
1735
BetterWealth
California
$313K +$269K +397 New
WKWM
1736
Walter & Keenan Wealth Management
Indiana
$313K +$269K +397 New
CG
1737
CFO4Life Group
Texas
$311K +$14.9K +22 +6%
OP
1738
ORG Partners
Indiana
$310K +$110K +163 +69%
LIA
1739
LifePlan Investment Advisors
North Carolina
$310K -$1.35K -2 -0.5%
TC
1740
TFR Capital
Texas
$310K +$267K +394 New
GEM
1741
Global Endowment Management
North Carolina
$310K +$10.8K +16 +4%
GLLW
1742
Graves Light Lenhart Wealth
Virginia
$309K
TYCC
1743
Texas Yale Capital Corp
Florida
$307K
BBP
1744
Banco BTG Pactual
Brazil
$307K +$264K +390 New
CWM
1745
Concentrum Wealth Management
California
$306K -$17.6K -26 -6%
RWI
1746
Red Wave Investments
Pennsylvania
$306K
KA
1747
Kovack Advisors
Florida
$306K -$42K -62 -14%
CPA
1748
Capital Performance Advisors
California
$306K -$23.7K -35 -8%
AWM
1749
Aries Wealth Management
Maine
$306K
SW
1750
Solidarity Wealth
Utah
$306K