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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
3251
Cottonwood Capital Advisors
Utah
$210K -$882K -1,535 -81%
WA
3252
WP Advisors
California
$210K +$574 +1 +0.3%
WFAG
3253
Worth Financial Advisory Group
North Carolina
$209K -$8.04K -14 -4%
NCM
3254
Novare Capital Management
North Carolina
$209K
MLA
3255
MB, Levis & Associates
Pennsylvania
$209K -$86.1K -150 -29%
SWM
3256
Sterling Wealth Management
Illinois
$209K -$39.1K -68 -16%
CG
3257
Clifford Group
Massachusetts
$209K
SIA
3258
Schear Investment Advisers
Ohio
$209K +$5.74K +10 +3%
CAM
3259
Columbia Asset Management
Michigan
$208K -$8.04K -14 -4%
WA
3260
WPG Advisers
Maryland
$208K +$6.89K +12 +3%
TWM
3261
TSA Wealth Management
Texas
$208K +$210K +366 New
PA
3262
Persium Advisors
Georgia
$208K
HP
3263
Holistic Planning
Texas
$208K +$3.45K +6 +2%
Vanguard Capital Wealth Advisors
3264
Vanguard Capital Wealth Advisors
Colorado
$208K
SAS
3265
Stelac Advisory Services
New York
$207K -$4.59K -8 -2%
BCM
3266
Blume Capital Management
California
$207K -$2.3K -4 -1%
HNW
3267
High Note Wealth
Minnesota
$207K
OCM
3268
Orion Capital Management
California
$207K
LFASL
3269
Lugano Financial Advisors SA (LFA)
Switzerland
$207K
BBPWM
3270
Blue Bell Private Wealth Management
Pennsylvania
$206K +$5.74K +10 +3%
LODC
3271
Lanham O'Dell & Company
West Virginia
$206K
HFS
3272
Hoge Financial Services
Pennsylvania
$206K +$207K +361 New
PAM
3273
PCG Asset Management
New Jersey
$205K -$17.2K -30 -8%
LD
3274
Lipe & Dalton
New York
$205K
CL
3275
CSS LLC
Illinois
$205K +$207K +360 New