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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
1251
Pinnacle Wealth Management Advisory Group
New Jersey
$483K -$194K -1,219 -27%
CHJWM
1252
Carlton Hofferkamp & Jenks Wealth Management
Texas
$482K -$37.1K -233 -7%
RCYC
1253
Richard C. Young & Co
Rhode Island
$481K -$1.75K -11 -0.3%
BHC
1254
Bull Harbor Capital
Maryland
$480K +$527K +3,308 New
CFO
1255
Cambient Family Office
Michigan
$480K -$13.9K -87 -3%
AMBIA
1256
Allen Mooney & Barnes Investment Advisors
Georgia
$479K
DTL
1257
Dynamic Technology Lab
Singapore
$478K -$868K -5,450 -62%
CTA
1258
Colonial Trust Advisors
South Carolina
$477K -$1.43K -9 -0.3%
WI
1259
Wedgewood Investors
Pennsylvania
$477K +$47.8K +300 +10%
CA
1260
Crewe Advisors
Utah
$477K +$4.78K +30 +0.9%
WG
1261
Wellington Group
Indiana
$475K +$198K +1,243 +61%
BDFN
1262
Bond & Devick Financial Network
Minnesota
$473K -$16.2K -102 -3%
YIM
1263
Yoffe Investment Management
Pennsylvania
$472K
SAM
1264
Sagewood Asset Management
New York
$472K +$25.2K +158 +5%
GC
1265
Gibson Capital
Pennsylvania
$471K +$478 +3 +0.1%
CST
1266
Charles Schwab Trust
Nevada
$470K -$208K -1,306 -29%
BIA
1267
Bell Investment Advisors
California
$470K +$10.8K +68 +2%
PFA
1268
Pure Financial Advisors
California
$470K -$34.2K -215 -6%
WPA
1269
Winning Points Advisors
Florida
$469K
AFC
1270
AFT Forsyth & Company
Florida
$469K
BWM
1271
Baron Wealth Management
Michigan
$467K +$3.34K +21 +0.7%
PWA
1272
Prairie Wealth Advisors
Nebraska
$467K
CSC
1273
Caldwell Sutter Capital
California
$467K -$10.7K -67 -2%
MPCG
1274
Matrix Private Capital Group
New York
$466K
CPSAC
1275
Chas P. Smith & Associates (CPS)
Florida
$466K +$29.8K +187 +6%