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Name Holding Trade Value Shares
Change
Change in
Stake
BCB
2326
Brian C. Broderick
$707K -$2.84K -25 -0.4%
IP
2327
Ignite Planners
California
$707K +$23.4K +206 +3%
BCM
2328
Boltwood Capital Management
California
$702K -$17K -150 -2%
SFG
2329
Sovereign Financial Group
Connecticut
$700K +$20.3K +179 +3%
OWA
2330
Octavia Wealth Advisors
Ohio
$700K -$3.63K -32 -0.5%
Members Trust
2331
Members Trust
Florida
$698K +$687K +6,050 New
PPW
2332
Presilium Private Wealth
Pennsylvania
$695K -$64.9K -572 -9%
DFA
2333
DHJJ Financial Advisors
Illinois
$694K – – –
Gerber Kawasaki Wealth & Investment Management
2334
Gerber Kawasaki Wealth & Investment Management
California
$693K +$6.7K +59 +1%
Clal Insurance
2335
Clal Insurance
Israel
$692K +$56.8K +500 +9%
BLAM
2336
Bourne Lent Asset Management
New York
$689K – – –
CCM
2337
Cohen Capital Management
California
$689K – – –
FTC
2338
Farmers Trust Company
Ohio
$688K +$76.8K +676 +13%
RGF
2339
Retirement Guys Formula
Ohio
$687K +$16.6K +146 +3%
SWIG
2340
Strategic Wealth Investment Group
Kentucky
$686K +$675K +5,942 New
CCIA
2341
Cherry Creek Investment Advisors
Colorado
$683K +$2.73K +24 +0.4%
LIM
2342
Lathrop Investment Management
Arkansas
$681K – – –
APW
2343
Acima Private Wealth
Virginia
$680K – – –
CWM
2344
Concentric Wealth Management
California
$680K -$26K -229 -4%
HIGP
2345
Hill Investment Group Partners
Missouri
$677K – – –
KLCM
2346
KG&L Capital Management
Louisiana
$676K -$16.5K -145 -2%
C
2347
Certuity
Florida
$676K +$234K +2,061 +54%
WP
2348
Westmount Partners
California
$676K +$341 +3 +0.1%
LT
2349
Legacy Trust
Michigan
$676K -$28.5K -251 -4%
LI
2350
Lafayette Investments
Maryland
$674K – – –