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Name Holding Trade Value Shares
Change
Change in
Stake
IP
2326
Ignite Planners
California
$707K +$23.4K +206 +3%
BCM
2327
Boltwood Capital Management
California
$702K -$17K -150 -2%
SFG
2328
Sovereign Financial Group
Connecticut
$700K +$20.3K +179 +3%
OWA
2329
Octavia Wealth Advisors
Ohio
$700K -$3.63K -32 -0.5%
Members Trust
2330
Members Trust
Florida
$698K +$687K +6,050 New
PPW
2331
Presilium Private Wealth
Pennsylvania
$695K -$64.9K -572 -9%
DFA
2332
DHJJ Financial Advisors
Illinois
$694K
GKWIM
2333
Gerber Kawasaki Wealth & Investment Management
California
$693K +$6.7K +59 +1%
CI
2334
Clal Insurance
Israel
$692K +$56.8K +500 +9%
BLAM
2335
Bourne Lent Asset Management
New York
$689K
CCM
2336
Cohen Capital Management
California
$689K
FTC
2337
Farmers Trust Company
Ohio
$688K +$76.8K +676 +13%
RGF
2338
Retirement Guys Formula
Ohio
$687K +$16.6K +146 +3%
SWIG
2339
Strategic Wealth Investment Group
Kentucky
$686K +$675K +5,942 New
CCIA
2340
Cherry Creek Investment Advisors
Colorado
$683K +$2.73K +24 +0.4%
LIM
2341
Lathrop Investment Management
Arkansas
$681K
APW
2342
Acima Private Wealth
Virginia
$680K
CWM
2343
Concentric Wealth Management
California
$680K -$26K -229 -4%
HIGP
2344
Hill Investment Group Partners
Missouri
$677K
KLCM
2345
KG&L Capital Management
Louisiana
$676K -$16.5K -145 -2%
C
2346
Certuity
Florida
$676K +$234K +2,061 +54%
WP
2347
Westmount Partners
California
$676K +$341 +3 +0.1%
LT
2348
Legacy Trust
Michigan
$676K -$28.5K -251 -4%
LI
2349
Lafayette Investments
Maryland
$674K
SMH
2350
Sanders Morris Harris
Texas
$673K +$666K +5,866 New