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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2801
Motive Wealth Advisors
Michigan
$214K +$221K +2,480 New
SCA
2802
SMH Capital Advisors
Texas
$213K -$5.89K -66 -3%
SIG
2803
Spinnaker Investment Group
California
$213K +$4.46K +50 +2%
IRAG
2804
Investment Research & Advisory Group
Georgia
$212K -$26K -291 -11%
CBOR
2805
Community Bank of Raymore
Missouri
$212K – – –
VAS
2806
Valicenti Advisory Services
New York
$212K – – –
VCM
2807
Viewpoint Capital Management
Washington
$212K – – –
AF
2808
Aldebaran Financial
$211K -$11.6K -130 -5%
GAM
2809
Gould Asset Management
California
$211K -$2.23K -25 -1%
MS
2810
Marshall & Sullivan
Washington
$210K – – –
C
2811
Covestor
United Kingdom
$209K -$213K -2,391 -50%
OPPS
2812
Obsidian Personal Planning Solutions
Maryland
$209K – – –
HGWM
2813
Horst & Graben Wealth Management
Oregon
$209K +$1.61K +18 +0.7%
HIM
2814
Hanlon Investment Management
New Jersey
$208K – – –
IAG
2815
Investment Advisory Group
Massachusetts
$207K – – –
GCA
2816
Gradient Capital Advisors
California
$207K +$15.4K +172 +8%
RJTCONH
2817
Raymond James Trust Company of New Hampshire
New Hampshire
$207K +$215K +2,406 New
QFA
2818
Quantum Financial Advisors
California
$205K +$268 +3 +0.1%
AFS
2819
Annapolis Financial Services
Maryland
$205K +$1.96K +22 +0.9%
BRG
2820
Bay Rivers Group
Virginia
$204K -$8.93K -100 -4%
WWM
2821
Wolff Wiese Magana
California
$204K -$1.34K -15 -0.6%
MVA
2822
Mount Vernon Associates
Maryland
$204K – – –
HA
2823
HFG Advisors
Ohio
$204K +$211K +2,363 New
FA
2824
Fagan Associates
New York
$203K – – –
PBC
2825
Pavion Blue Capital
California
$203K – – –