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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1776
Cary Street Partners Investment Advisory
Virginia
$88.8K +$31.9K +428 +51%
OWP
1777
ORG Wealth Partners
Texas
$88.6K +$94.4K +1,267 +42,233%
CA
1778
Crewe Advisors
Utah
$88.2K +$14.1K +189 +18%
PPC
1779
Park Place Capital
Alabama
$86.9K
BBPWM
1780
Blue Bell Private Wealth Management
Pennsylvania
$86.5K
CT
1781
Coastline Trust
Rhode Island
$86.2K
RFS
1782
Richardson Financial Services
Massachusetts
$85K +$8.94K +120 +11%
BCM
1783
Boreal Capital Management
Florida
$84.7K -$124K -1,663 -58%
FRA
1784
Front Row Advisors
California
$84.6K
OCM
1785
Orion Capital Management
California
$84K
BGAI
1786
Bruce G. Allen Investments
Colorado
$83.8K +$11K +147 +14%
GWSG
1787
GPS Wealth Strategies Group
Colorado
$80.6K -$2.24K -30 -3%
CTWM
1788
Cherry Tree Wealth Management
Minnesota
$79.9K
GKIM
1789
GW&K Investment Management
Massachusetts
$79K +$6.56K +88 +8%
WA
1790
WPG Advisers
Maryland
$78.8K +$37K +496 +78%
ACM
1791
Accent Capital Management
Ohio
$78.3K
FA
1792
Financial Avengers
California
$78.1K +$447 +6 +0.5%
MWA
1793
Miller Wealth Advisors
Colorado
$76.8K +$373 +5 +0.5%
MHIP
1794
Mountain Hill Investment Partners
New Jersey
$76.7K
DIP
1795
DT Investment Partners
Pennsylvania
$75.3K
PCTC
1796
Perkins Coie Trust Company
Washington
$75.1K
HWA
1797
Heartwood Wealth Advisors
Virginia
$73.4K +$78.4K +1,052 New
SCM
1798
Silvant Capital Management
Georgia
$73.1K
WCM
1799
Winthrop Capital Management
Indiana
$73K
RA
1800
Rise Advisors
New York
$72.6K +$2.24K +30 +3%