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Name Holding Trade Value Shares
Change
Change in
Stake
AT
2226
American Trust
Kentucky
$590K – – –
KWS
2227
Keystone Wealth Services
California
$589K +$170K +593 +37%
CCFM
2228
Clear Creek Financial Management
Washington
$589K -$39.3K -137 -6%
WCM
2229
WealthBridge Capital Management
Ohio
$589K -$264K -921 -30%
AFG
2230
Allegheny Financial Group
Pennsylvania
$589K +$5.45K +19 +0.9%
OL
2231
Optas LLC
Texas
$589K -$137K -478 -18%
SA
2232
Strategic Advisors
New York
$588K -$6.31K -22 -1%
MLFP
2233
MPS Loria Financial Planners
Illinois
$588K +$2.58K +9 +0.4%
SPW
2234
Stillwater Private Wealth
Pennsylvania
$587K -$5.45K -19 -0.9%
BCM
2235
Brooktree Capital Management
Michigan
$586K – – –
CFG
2236
Cooper Financial Group
California
$586K -$108K -376 -15%
JGC
2237
J. Goldman & Co
New York
$584K +$166K +579 +37%
PCA
2238
Purkiss Capital Advisors
Connecticut
$584K -$22.4K -78 -3%
SAMC
2239
Spectrum Asset Management (California)
California
$584K +$2.29K +8 +0.4%
VW
2240
Vantus Wealth
Pennsylvania
$583K +$619K +2,158 New
PAA
2241
Peregrine Asset Advisers
Oregon
$582K +$11.5K +40 +2%
MCM
2242
Marathon Capital Management
Maryland
$581K – – –
SA
2243
Sicart Associates
New York
$581K -$143K -500 -19%
HCM
2244
Hodges Capital Management
Texas
$581K -$90.9K -317 -13%
IIL
2245
Income Insurance Ltd
$580K – – –
WWA
2246
Wealth Watch Advisors
Colorado
$579K +$20.6K +72 +3%
PWP
2247
Ponta Wealth Partners
Florida
$579K +$30.1K +105 +5%
IGGA
2248
Iron Gate Global Advisors
Utah
$578K -$131K -456 -18%
CFP
2249
Cascade Financial Partners
California
$576K -$59.9K -209 -9%
MWM
2250
MBE Wealth Management
Wisconsin
$575K -$6.02K -21 -1%