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Name Holding Trade Value Shares
Change
Change in
Stake
OPA
1801
Old Port Advisors
Maine
$206K -$2.23K -14 -1%
SWM
1802
Stockman Wealth Management
Montana
$205K +$225K +1,413 New
SIMC
1803
Squire Investment Management Company
Utah
$205K -$478 -3 -0.2%
RFG
1804
RFP Financial Group
Georgia
$205K -$28.5K -179 -11%
MCM
1805
Marathon Capital Management
Maryland
$204K
SP
1806
SmartHarvest Portfolios
Washington
$204K -$53.8K -338 -19%
PHS
1807
Pekin Hardy Strauss
Illinois
$204K +$223K +1,402 New
NI
1808
NCP Inc
California
$203K -$35.8K -225 -14%
APW
1809
Aurora Private Wealth
New Jersey
$203K
CFG
1810
Carter Financial Group
Illinois
$202K -$7.17K -45 -3%
PAA
1811
Peregrine Asset Advisers
Oregon
$202K +$20.1K +126 +10%
AR
1812
Apeiron RIA
Texas
$202K -$1.91K -12 -0.9%
MWA
1813
Medallion Wealth Advisors
Connecticut
$201K
HCM
1814
Hengehold Capital Management
Ohio
$201K
MFGM
1815
Marshall Financial Group (Maryland)
Maryland
$201K -$9.87K -62 -4%
FSA
1816
Fort Sheridan Advisors
Illinois
$201K -$3.82K -24 -2%
PCH
1817
PGIM Custom Harvest
New Jersey
$201K +$220K +1,384 New
LWA
1818
Lantern Wealth Advisors
New York
$201K
GSWM
1819
Golden State Wealth Management
California
$201K -$22.1K -139 -9%
RCG
1820
Regatta Capital Group
California
$200K -$1.43K -9 -0.6%
NRG
1821
Nemes Rush Group
Michigan
$196K +$4.3K +27 +2%
SCM
1822
Silvant Capital Management
Georgia
$195K
RF
1823
Rossby Financial
Florida
$194K +$69.3K +435 +48%
MUMSS
1824
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$61.5K -386 -23%
HHGA
1825
Halbert Hargrove Global Advisors
California
$189K