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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
901
Sovereign Financial Group
Connecticut
$352K +$16.9K +250 +5%
MA
902
MONECO Advisors
Connecticut
$351K -$6.43K -95 -2%
AC
903
AlphaCore Capital
California
$351K -$145K -2,139 -31%
JCM
904
Jacobi Capital Management
Pennsylvania
$351K +$5.48K +81 +2%
NHC
905
Nicholas Hoffman & Company
Georgia
$350K +$812 +12 +0.2%
OWP
906
Obermeyer Wealth Partners
Colorado
$348K
SAM
907
Sagewood Asset Management
New York
$348K +$325K +4,811 New
CA
908
Calton & Associates
Florida
$345K -$28.5K -421 -8%
TC
909
Trilogy Capital
California
$343K -$13.7K -203 -4%
IA
910
Integrity Alliance
Iowa
$342K -$98.9K -1,462 -24%
AW
911
Atlas Wealth
Ohio
$341K
PCM
912
Polymer Capital Management
New York
$339K +$317K +4,686 New
KMWM
913
Keudell/Morrison Wealth Management
Oregon
$336K
MNBTD
914
Moody National Bank Trust Division
Texas
$334K +$13.5K +200 +5%
JE
915
JMAC Enterprises
Pennsylvania
$333K
CFP
916
Catalyst Financial Partners
Massachusetts
$331K +$310K +4,578 New
CAG
917
Crestwood Advisors Group
Massachusetts
$331K +$26.2K +388 +9%
CMMS
918
Comprehensive Money Management Services
Florida
$330K
C
919
Certuity
Florida
$328K +$2.5K +37 +0.8%
SAM
920
Smithbridge Asset Management
Pennsylvania
$328K -$347K -5,135 -53%
CMP
921
Coston McIsaac & Partners
Maine
$326K -$4.33K -64 -1%
SCM
922
Seascape Capital Management
New Hampshire
$323K -$271 -4 -0.1%
WTC
923
WhitTier Trust Company
Nevada
$323K -$16.9K -250 -5%
PPWM
924
PFG Private Wealth Management
Florida
$322K +$23.3K +345 +8%
PWPS
925
Pinnacle Wealth Planning Services
Ohio
$321K +$29.9K +442 +11%