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Name Holding Trade Value Shares
Change
Change in
Stake
PI
901
PFG Investments
New York
$338K +$9.19K +132 +3%
CPA
902
Court Place Advisors
Maryland
$338K +$418 +6 +0.1%
KFA
903
Kapstone Financial Advisors
Ohio
$336K -$8.01K -115 -2%
BFM
904
Boothbay Fund Management
New York
$335K -$1.27M -18,270 -79%
LA
905
LexAurum Advisors
Kansas
$335K +$5.22K +75 +2%
PWP
906
Phillips Wealth Planners
Mississippi
$334K -$41K -589 -10%
TC
907
Trilogy Capital
California
$333K +$209 +3 +0.1%
CI
908
Conning Inc
Connecticut
$333K -$18.9K -272 -5%
OCG
909
Opus Capital Group
Ohio
$331K
AWM
910
Axxcess Wealth Management
California
$330K
IBOK
911
Independence Bank of Kentucky
Kentucky
$330K
DZ Bank
912
DZ Bank
Germany
$330K -$3.56M -51,196 -91%
ST
913
Sageworth Trust
Pennsylvania
$330K +$341K +4,896 New
NPFS
914
Novak & Powell Financial Services
Florida
$330K +$1.46K +21 +0.4%
CF
915
Centaurus Financial
California
$329K -$17.8K -255 -5%
FA
916
Fiduciary Alliance
South Carolina
$325K -$9.47K -136 -3%
OWP
917
Obermeyer Wealth Partners
Colorado
$324K +$5.71K +82 +2%
NHC
918
Nicholas Hoffman & Company
Georgia
$324K +$905 +13 +0.3%
MA
919
MONECO Advisors
Connecticut
$324K -$2.85K -41 -0.8%
BRWA
920
B. Riley Wealth Advisors
Florida
$321K -$50.8K -729 -13%
BW
921
Basepoint Wealth
Iowa
$319K -$26.1K -375 -7%
AW
922
Atlas Wealth
Ohio
$318K
VWM
923
Venturi Wealth Management
Texas
$316K +$40.1K +576 +14%
CFS
924
Coordinated Financial Services
Colorado
$315K +$1.67K +24 +0.5%
CMP
925
Coston McIsaac & Partners
Maine
$315K -$91.8K -1,318 -22%