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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
1476
AM Investment Strategies
Tennessee
$471K
NP
1477
Ninepoint Partners
Ontario, Canada
$471K
SGK
1478
Steigerwald Gordon & Koch
Virginia
$469K +$6.44K +60 +2%
PA
1479
Probity Advisors
Texas
$469K +$52.4K +488 +15%
OCPWS
1480
One Charles Private Wealth Services
Massachusetts
$468K -$286K -2,666 -42%
GHA
1481
GW Henssler & Associates
Georgia
$467K +$35.9K +334 +10%
CBT
1482
Central Bank & Trust
Kentucky
$465K -$134K -1,248 -25%
OWM
1483
Opes Wealth Management
California
$465K -$7.62K -71 -2%
FSG
1484
Financial Strategies Group
Michigan
$464K
SAS
1485
Stelac Advisory Services
New York
$463K +$21.5K +200 +6%
MSR
1486
Main Street Research
Connecticut
$463K +$83.6K +779 +27%
CB
1487
CNB Bank
Pennsylvania
$460K -$193K -1,801 -33%
AWE
1488
Avidian Wealth Enterprises
Texas
$460K +$90.7K +845 +30%
PAG
1489
Private Advisory Group
Washington
$459K +$39.6K +369 +11%
SAM
1490
Strategy Asset Managers
California
$458K +$6.76K +63 +2%
GIA
1491
GHP Investment Advisors
Colorado
$457K -$14.7K -137 -4%
VC
1492
Veracity Capital
Georgia
$457K -$12.1K -113 -3%
W
1493
Wealthquest
Ohio
$456K
CWM
1494
Connecticut Wealth Management
Connecticut
$456K +$390K +3,630 New
BWM
1495
Baystate Wealth Management
Massachusetts
$452K -$17.8K -166 -4%
OCM
1496
One Capital Management
California
$451K -$652K -6,075 -63%
CMA
1497
Cedar Mountain Advisors
Oregon
$451K -$4.83K -45 -1%
SNT
1498
Security National Trust
West Virginia
$450K +$52.6K +490 +16%
LWAC
1499
Laurel Wealth Advisors (California)
California
$445K +$72.3K +673 +23%
GIA
1500
Gladstone Institutional Advisory
Florida
$445K +$380K +3,541 New