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Name Holding Trade Value Shares
Change
Change in
Stake
SPI
3426
Sutton Place Investors
New York
$1.82M +$100K +791 +5%
BW
3427
BostonPremier Wealth
Massachusetts
$1.82M +$226K +1,781 +12%
OF
3428
Optimize Financial
California
$1.82M -$4.69K -37 -0.2%
AB
3429
ANB Bank
Colorado
$1.82M +$166K +1,310 +8%
TCOO
3430
Trust Company of Oklahoma
Oklahoma
$1.82M +$723K +5,703 +52%
AIA
3431
Accelerate Investment Advisors
California
$1.82M +$156K +1,233 +8%
MPCL
3432
My Personal CFO LLC
Washington
$1.81M -$113K -892 -5%
CCA
3433
Cooper Capital Advisors
California
$1.81M -$276K -2,178 -12%
SM
3434
Sweeney & Michel
California
$1.81M +$2.38M +18,780 New
GCM
3435
Generation Capital Management
New York
$1.81M -$734K -5,794 -26%
ACC
3436
Acorn Creek Capital
Colorado
$1.81M -$60.5K -477 -3%
FI
3437
Financial Insights
Washington
$1.8M -$67.7K -534 -3%
MW
3438
Maia Wealth
Colorado
$1.8M +$229K +1,809 +13%
BLAM
3439
Bourne Lent Asset Management
New York
$1.8M +$53.9K +425 +3%
CWM
3440
Challenger Wealth Management
California
$1.8M +$77.3K +610 +4%
HPBT
3441
Hickory Point Bank & Trust
Illinois
$1.79M -$46K -363 -2%
GA
3442
Gagnon Advisors
New York
$1.79M
DFP
3443
Defined Financial Planning
California
$1.79M -$199K -1,569 -9%
PWMA
3444
Pension & Wealth Management Advisors
Massachusetts
$1.79M -$117K -921 -5%
USB
3445
Union Savings Bank
Connecticut
$1.78M +$111K +877 +6%
WSFG
3446
Wall Street Financial Group
Illinois
$1.78M +$189K +1,493 +10%
DA
3447
Drake & Associates
Wisconsin
$1.78M +$602K +4,748 +41%
DWM
3448
David Wealth Management
Virginia
$1.78M
SW
3449
Solidarity Wealth
Utah
$1.77M +$316K +2,495 +18%
BAM
3450
Brave Asset Management
New Jersey
$1.77M +$258K +2,037 +14%