Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1376
Personal CFO Solutions
New Jersey
$431K +$12.9K +88 +3%
DM
1377
Diker Management
New York
$430K – – –
RIA
1378
Regal Investment Advisors
Michigan
$428K -$91.7K -624 -18%
TNB
1379
Thomasville National Bank
Georgia
$428K +$2.5K +17 +0.6%
V
1380
ViaWealth
Kansas
$428K -$103K -703 -19%
CWM
1381
Chesapeake Wealth Management
Virginia
$426K – – –
LSIA
1382
LaSalle St. Investment Advisors
Illinois
$424K -$8.52K -58 -2%
AA
1383
Addison Advisors
Vermont
$423K +$108K +738 +34%
SAM
1384
Summit Asset Management
Tennessee
$423K – – –
CFM
1385
Catalyst Funds Management
Australia
$423K -$76.4K -520 -15%
PFA
1386
Pure Financial Advisors
California
$423K +$188K +1,278 +80%
GWA
1387
GGM Wealth Advisors
Maryland
$421K +$1.91K +13 +0.4%
IFWM
1388
Institute for Wealth Management
Colorado
$419K -$14.4K -98 -3%
VP
1389
Verum Partners
North Carolina
$419K +$26K +177 +7%
MF
1390
Manchester Financial
California
$417K – – –
CWS
1391
Confluence Wealth Services
Pennsylvania
$416K -$3.23K -22 -0.7%
CGIM
1392
Capital Group Investment Management
Singapore
$416K +$417K +2,835 New
SMWM
1393
Silvia McColl Wealth Management
California
$416K – – –
OA
1394
Oxbow Advisors
Texas
$415K -$3.23K -22 -0.8%
DLA
1395
Douglas Lane & Associates
New York
$415K -$29.1K -198 -7%
DFG
1396
Dupree Financial Group
Kentucky
$412K -$3.67M -24,985 -90%
LWL
1397
Leo Wealth LLC
Texas
$410K -$8.81K -60 -2%
KRW
1398
Kaufman Rossin Wealth
Florida
$409K +$409K +2,783 New
WA
1399
WBH Advisory
Maryland
$409K -$36.6K -249 -8%
QC
1400
Quent Capital
New York
$408K +$159K +1,084 +64%