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Name Holding Trade Value Shares
Change
Change in
Stake
PCMK
1601
Paragon Capital Management (Kansas)
Kansas
$294K -$3.81K -29 -1%
TCPWM
1602
Traverso Chambers Private Wealth Management
California
$294K – – –
NFC
1603
Northeast Financial Consultants
Connecticut
$294K +$789 +6 +0.2%
WCM
1604
Windsor Capital Management
Arizona
$294K +$21.6K +164 +7%
CA
1605
Claro Advisors
Massachusetts
$294K +$70K +532 +26%
OL
1606
Optas LLC
Texas
$293K +$12.2K +93 +4%
SWP
1607
Summit Wealth Partners
Florida
$292K +$31.6K +240 +10%
NFG
1608
Nadler Financial Group
Illinois
$291K -$21.6K -164 -6%
PGAM
1609
Princeton Global Asset Management
New Jersey
$291K +$20.8K +158 +7%
MME
1610
Meag Munich Ergo
Germany
$289K -$1.82M -13,849 -85%
NAS
1611
Nicolet Advisory Services
Wisconsin
$287K -$8.42K -64 -2%
CFIA
1612
Cantor Fitzgerald Investment Advisors
New York
$286K +$330K +2,507 New
WQ
1613
Wealth Quarterback
New Jersey
$286K -$2.82M -21,461 -92%
BWM
1614
BT Wealth Management
Georgia
$285K +$329K +2,501 New
MA
1615
MCF Advisors
Kentucky
$284K – – –
IIC
1616
Integrated Investment Consultants
Michigan
$284K +$12.1K +92 +4%
PA
1617
PSI Advisors
Florida
$283K +$97.9K +744 +43%
BOPW
1618
Brandywine Oak Private Wealth
Pennsylvania
$282K -$55K -418 -15%
ABTD
1619
Arvest Bank Trust Division
Oklahoma
$282K +$131K +998 +68%
EGM
1620
Engineers Gate Manager
New York
$282K +$144K +1,098 +80%
LWPC
1621
Legacy Wealth Partners (California)
California
$282K +$325K +2,467 New
CWA
1622
Clarus Wealth Advisors
Arizona
$279K – – –
HCA
1623
Harbour Capital Advisors
Virginia
$279K +$321K +2,443 New
VIM
1624
Vista Investment Management
Pennsylvania
$278K -$3.03K -23 -0.9%
BCM
1625
Bienville Capital Management
New York
$278K +$132K +1,005 +70%