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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1901
Blue Chip Wealth Management
Florida
$627K +$3.37K +43 +0.5%
MPW
1902
Monterey Private Wealth
California
$627K +$18.3K +233 +3%
TWP
1903
Tempus Wealth Planning
California
$626K
SFG
1904
StrategIQ Financial Group
Indiana
$624K +$189K +2,410 +44%
SP
1905
Successful Portfolios
Florida
$622K -$21.8K -278 -3%
VVP
1906
Venture Visionary Partners
Ohio
$622K +$100K +1,280 +19%
LFM
1907
Lumina Fund Management
New York
$622K +$616K +7,860 New
GIM
1908
Groesbeck Investment Management
New Jersey
$621K +$548 +7 +0.1%
SFFS
1909
Stonehage Fleming Financial Services
Jersey
$619K +$133K +1,703 +27%
ECM
1910
Elgethun Capital Management
South Dakota
$615K
PIA
1911
Pinion Investment Advisors
Kansas
$613K
PNAA
1912
Pictet North America Advisors
Switzerland
$612K +$24.5K +313 +4%
NED
1913
Nancy E. Dempze
$611K -$36.9K -471 -6%
EMG
1914
ETF Managers Group
New Jersey
$611K +$221K +2,825 +57%
FFN
1915
Focus Financial Network
Minnesota
$610K -$50.5K -645 -8%
DE
1916
Day & Ennis
Georgia
$610K +$1.25K +16 +0.2%
PCM
1917
Pennsylvania Capital Management
Pennsylvania
$610K +$379K +4,838 +160%
AIA
1918
Alera Investment Advisors
Illinois
$609K +$58.4K +745 +11%
CWM
1919
Concentric Wealth Management
California
$608K
WC
1920
Westhampton Capital
North Carolina
$608K +$2.9K +37 +0.5%
NAS
1921
Nicolet Advisory Services
Wisconsin
$607K -$394K -5,033 -40%
ATC
1922
Adirondack Trust Company
New York
$607K -$2.04K -26 -0.3%
PAS
1923
Professional Advisory Services
Florida
$607K +$8.15K +104 +1%
DTL
1924
Dynamic Technology Lab
Singapore
$607K +$601K +7,670 New
SFM
1925
Systematic Financial Management
New Jersey
$606K