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Name Holding Trade Value Shares
Change
Change in
Stake
DI
2751
DFPG Investments
Utah
$317K -$14.5K -279 -4%
BHWM
2752
Beaird Harris Wealth Management
Texas
$317K -$13K -250 -4%
RI
2753
Ridgewood Investments
New Jersey
$316K -$377K -7,268 -54%
TW
2754
Towerpoint Wealth
California
$316K -$5.19K -100 -2%
IAG
2755
Investment Advisory Group
Massachusetts
$315K -$7.78K -150 -2%
OKSA
2756
O'Keefe Stevens Advisory
New York
$315K -$5.19K -100 -2%
ADBIC
2757
A.D. Beadell Investment Counsel
Wisconsin
$315K
CAWM
2758
Capital Advisors Wealth Management
Washington
$315K +$96.7K +1,863 +44%
CIC
2759
Cutler Investment Counsel
Oregon
$315K +$316K +6,081 New
CWM
2760
Cordatus Wealth Management
Pennsylvania
$314K -$2.05M -39,424 -87%
PFC
2761
Phocas Financial Corp
California
$314K -$5.19K -100 -2%
CCM
2762
Carmel Capital Management
California
$313K
NWA
2763
Navis Wealth Advisors
New York
$313K +$51.9K +1,000 +20%
AFM
2764
Andesa Financial Management
Pennsylvania
$312K +$88.5K +1,705 +40%
PWS
2765
Precision Wealth Strategies
Missouri
$312K +$117K +2,255 +60%
AIC
2766
Ayalon Insurance Company
Israel
$311K -$1.18M -22,715 -79%
DS
2767
Dudley & Shanley
Florida
$311K
BA
2768
Birinyi Associates
Connecticut
$311K +$10.4K +200 +3%
KWM
2769
Keebeck Wealth Management
Illinois
$309K
AWM
2770
Accel Wealth Management
Iowa
$308K +$13.4K +258 +5%
HC
2771
Hamilton Capital
Ohio
$307K -$11.2K -216 -4%
BOS
2772
Bank of Stockton
California
$307K
PPWM
2773
Paragon Private Wealth Management
Kentucky
$306K -$259 -5 -0.1%
TF
2774
Theory Financial
Colorado
$306K
CWMGP
2775
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$306K +$3.32K +64 +1%