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Name Holding Trade Value Shares
Change
Change in
Stake
JF
2376
JSF Financial
California
$621K +$41.7K +473 +8%
PCIG
2377
Partners Capital Investment Group
Massachusetts
$621K
PPC
2378
Park Place Capital
Alabama
$621K +$89K +1,010 +19%
RWA
2379
Redhawk Wealth Advisors
Minnesota
$620K -$162K -1,840 -22%
WC
2380
Weil Company
California
$620K +$881 +10 +0.2%
EA
2381
Emerald Advisors
Washington
$620K
PA
2382
Planning Alternatives
Michigan
$619K +$168K +1,910 +42%
IIA
2383
Integrity Investment Advisors
Colorado
$619K -$705K -8,000 -55%
JIR
2384
James Investment Research
Ohio
$618K +$969 +11 +0.2%
FCM
2385
Fell Capital Management
California
$618K -$48.5K -550 -8%
CPA
2386
Cathy Pareto & Associates
Florida
$618K
EGM
2387
Engineers Gate Manager
New York
$616K -$7.91M -89,749 -93%
BIA
2388
Beacon Investment Advisors
Maryland
$614K +$562K +6,383 New
SIG
2389
Sargent Investment Group
Maryland
$613K +$100K +1,135 +22%
KWS
2390
Keystone Wealth Services
California
$613K +$16.2K +184 +3%
SIC
2391
Samalin Investment Counsel
New York
$612K +$57K +647 +11%
IWN
2392
Independent Wealth Network
Iowa
$612K -$37.7K -428 -6%
CA
2393
Cornerstone Advisory
Maryland
$611K +$60.6K +688 +12%
CAG
2394
Centerpoint Advisory Group
Kansas
$611K -$6.17K -70 -1%
HDA
2395
Harold Davidson & Associates
California
$608K +$44.6K +506 +9%
SEIA
2396
Signature Estate & Investment Advisors
California
$607K +$10.8K +123 +2%
ACM
2397
Avalon Capital Management
California
$606K
SWM
2398
Sagace Wealth Management
Florida
$606K +$116K +1,318 +26%
TGY2IT
2399
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$606K +$555K +6,298 New
PSF
2400
Pacific Sun Financial
California
$604K +$18.3K +208 +3%