Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
1801
Philip James Wealth Mangement
Georgia
$202K -$100K -223 -34%
GLA
1802
Good Life Advisors
Pennsylvania
$200K +$194K +430 New
WTFG
1803
Wood Tarver Financial Group
Idaho
$199K – – –
CTC
1804
Cetera Trust Company
Minnesota
$198K – – –
CAL
1805
Capital Advisors Ltd
Ohio
$196K +$4.05K +9 +2%
OWA
1806
Opal Wealth Advisors
New York
$195K +$189K +419 New
BC
1807
Broadwater Capital
Massachusetts
$186K -$90K -200 -33%
LI
1808
LRI Investments
Florida
$181K +$2.7K +6 +2%
GFPC
1809
Global Financial Private Client
Florida
$179K +$7.2K +16 +4%
CAWM
1810
Capital A Wealth Management
Pennsylvania
$175K +$129K +287 +322%
CCA
1811
Catalyst Capital Advisors
New York
$170K -$95.4K -212 -37%
SAM
1812
S.A. Mason
Michigan
$165K – – –
HCP
1813
Hexagon Capital Partners
Arkansas
$164K +$58.1K +129 +58%
WPA
1814
West Paces Advisors
Georgia
$163K – – –
AIP
1815
Arrowpoint Investment Partners
Singapore
$158K +$153K +340 New
PWMG
1816
Private Wealth Management Group
New Jersey
$156K -$3.15K -7 -2%
MIM
1817
Meridiem Investment Management
United Kingdom
$156K – – –
RA
1818
Rise Advisors
New York
$156K +$11.3K +25 +8%
WPA
1819
Wealth Preservation Advisors
Tennessee
$155K +$150K +333 New
BTD
1820
BankPlus Trust Department
Mississippi
$155K – – –
BCM
1821
Blume Capital Management
California
$154K – – –
CFD
1822
Creative Financial Designs
Indiana
$153K +$12.6K +28 +9%
PAG
1823
Paladin Advisory Group
Iowa
$152K – – –
NSIM
1824
North Star Investment Management
Illinois
$149K +$135K +300 +1,429%
MTIM
1825
Marathon Trading Investment Management
Pennsylvania
$141K +$136K +302 New