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Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
1151
Onyx Bridge Wealth Group
New York
$209K – – –
PWPS
1152
Pinnacle Wealth Planning Services
Ohio
$208K – – –
BCP
1153
Blue Chip Partners
Michigan
$207K +$2.48K +31 +1%
CWM
1154
Concentric Wealth Management
California
$207K – – –
SP
1155
Stablepoint Partners
Massachusetts
$206K -$115K -1,444 -37%
B
1156
Bellecapital
Switzerland
$205K – – –
SIM
1157
Sentry Investment Management
Wisconsin
$205K -$41.1K -515 -17%
KFGK
1158
Keystone Financial Group (Kentucky)
Kentucky
$204K -$68.4K -856 -25%
PNC
1159
Park National Corp
Ohio
$203K -$36.9K -462 -16%
BFA
1160
Beaumont Financial Advisors
Massachusetts
$203K +$199K +2,492 New
KIA
1161
KCM Investment Advisors
California
$203K -$25K -313 -11%
JPWM
1162
Jamison Private Wealth Management
Georgia
$202K -$41.4K -518 -17%
PWA
1163
Physician Wealth Advisors
Utah
$202K +$190K +2,374 New
BW
1164
Bison Wealth
Georgia
$202K – – –
SCI
1165
Silver Coast Investments
United States
$202K +$198K +2,473 New
SC
1166
Schiavi & Co
Delaware
$201K +$197K +2,468 New
PJSIMP
1167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$201K +$196K +2,460 New
BTI
1168
Blue Trust Inc
Georgia
$196K +$40.7K +510 +26%
GWSG
1169
GPS Wealth Strategies Group
Colorado
$190K – – –
ITIM
1170
Indiana Trust & Investment Management
Indiana
$190K +$186K +2,334 New
DSC
1171
Duncker Streett & Co
Missouri
$190K – – –
CA
1172
Clearstead Advisors
Ohio
$188K +$1.36K +17 +0.7%
MA
1173
Montag & Associates
Georgia
$187K – – –
MA
1174
MCF Advisors
Kentucky
$186K +$80 +1 +0%
CI Investments Inc
1175
CI Investments Inc
Ontario, Canada
$182K -$7.91K -99 -4%