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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
2276
Proficio Capital Partners
Massachusetts
$531K -$756K -9,175 -59%
RCA
2277
Roberts Capital Advisors
Colorado
$531K +$521K +6,321 New
IRP
2278
Investment Research Partners
Pennsylvania
$529K +$504K +6,114 New
AWA
2279
Acorn Wealth Advisors
Michigan
$528K +$7.25K +88 +1%
BOS
2280
Bank of Stockton
California
$528K -$4.2K -51 -0.8%
OL
2281
one8zero8 LLC
North Carolina
$528K +$46K +559 +10%
AFGAS
2282
Allegiance Financial Group Advisory Services
Virginia
$528K +$25.3K +307 +5%
NRC
2283
New Republic Capital
North Carolina
$527K +$37.2K +452 +8%
CFGW
2284
Chancellor Financial Group WB
Pennsylvania
$527K +$29.5K +358 +6%
BWG
2285
Beta Wealth Group
California
$522K -$8.81K -107 -2%
LAM
2286
LOM Asset Management
$521K -$757K -9,187 -60%
SIMG
2287
Sonora Investment Management Group
Arizona
$520K -$41.3K -501 -7%
BWL
2288
Bogart Wealth LLC
Virginia
$519K -$61.7K -749 -11%
RF
2289
Roxbury Financial
New Jersey
$518K -$11.7K -142 -2%
BC
2290
Barrett & Company
Rhode Island
$517K -$44K -534 -8%
Q
2291
QVR
California
$516K +$507K +6,151 New
LGWM
2292
Litman Gregory Wealth Management
California
$516K +$506K +6,149 New
RWS
2293
Resolute Wealth Strategies
Mississippi
$516K -$122K -1,478 -19%
MA
2294
MKT Advisors
California
$515K -$1.65K -20 -0.3%
NAMP
2295
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$514K -$272K -3,304 -35%
CW
2296
Channel Wealth
California
$514K +$1.48K +18 +0.3%
DWM
2297
Destination Wealth Management
California
$514K -$3.61M -43,865 -88%
VBFG
2298
Vishria Bird Financial Group
Tennessee
$514K +$30K +364 +6%
TWP
2299
Tempus Wealth Planning
California
$514K +$42.7K +519 +9%
GWM
2300
Gibbs Wealth Management
Georgia
$512K -$20.4K -248 -4%