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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1876
Beaumont Financial Advisors
Massachusetts
$1.38M -$216K -433 -14%
GWP
1877
Gateway Wealth Partners
Wisconsin
$1.37M -$811K -1,627 -38%
TA
1878
Tectonic Advisors
Texas
$1.37M +$35.4K +71 +3%
PCM
1879
Pointe Capital Management
Michigan
$1.37M +$31.9K +64 +2%
SFC
1880
SYM Financial Corp
Indiana
$1.37M -$710K -1,424 -35%
FHC
1881
First Heartland Consultants
Missouri
$1.37M +$4.99K +10 +0.4%
KFA
1882
Kelleher Financial Advisors
New York
$1.36M +$1.15M +2,304 +653%
LA
1883
Legacy Advisors
Pennsylvania
$1.36M -$21.9K -44 -2%
SP
1884
SmartHarvest Portfolios
Washington
$1.36M +$42.4K +85 +3%
RCG
1885
Regatta Capital Group
California
$1.36M -$29.4K -59 -2%
NAS
1886
NWF Advisory Services
California
$1.36M -$1.99K -4 -0.2%
TCPW
1887
Twin City Private Wealth
North Carolina
$1.36M +$9.97K +20 +0.8%
HFS
1888
Howard Financial Services
Texas
$1.35M +$34.9K +70 +3%
PIA
1889
Perennial Investment Advisors
California
$1.35M +$80.8K +162 +7%
ANB
1890
Amarillo National Bank
Texas
$1.35M – – –
VCM
1891
Versant Capital Management
Arizona
$1.35M -$537K -1,076 -29%
NGA
1892
Naples Global Advisors
Florida
$1.35M -$12.5K -25 -0.9%
CIA
1893
Cape Investment Advisory
Georgia
$1.35M -$74.8K -150 -5%
OBWG
1894
Onyx Bridge Wealth Group
New York
$1.35M – – –
SFG
1895
SevenBridge Financial Group
Pennsylvania
$1.34M +$37.4K +75 +3%
ACM
1896
AlphaStar Capital Management
North Carolina
$1.34M +$135K +271 +12%
CP
1897
Camelot Portfolios
Ohio
$1.34M +$786K +1,577 +153%
API
1898
Asset Planning Inc
California
$1.33M -$62.3K -125 -5%
LCM
1899
Legato Capital Management
California
$1.33M -$917K -1,839 -42%
FCG
1900
Fielder Capital Group
Tennessee
$1.32M +$11.5K +23 +0.9%