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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
2401
Proficio Capital Partners
Massachusetts
$285K +$8.69K +298 +3%
OL
2402
Optas LLC
Texas
$284K +$15.7K +539 +6%
LA
2403
Lakeside Advisors
Washington
$284K +$29.3K +1,003 +11%
KWS
2404
Keystone Wealth Services
California
$284K -$4.75K -163 -2%
SFG
2405
Sather Financial Group
Texas
$283K – – –
PIFP
2406
Partners in Financial Planning
Virginia
$282K +$146 +5 +0.1%
Arax Advisory Partners
2407
Arax Advisory Partners
Colorado
$282K +$14.8K +509 +6%
TFA
2408
Trinity Financial Advisors
Ohio
$282K -$3.21K -110 -1%
BIM
2409
Barton Investment Management
Pennsylvania
$281K +$29.6K +1,015 +12%
DA
2410
Detalus Advisors
Missouri
$280K -$448K -15,362 -61%
PWM
2411
Palumbo Wealth Management
New York
$280K +$6.16K +211 +2%
TCM
2412
Tufton Capital Management
Maryland
$280K +$18.1K +619 +7%
SIA
2413
Sage Investment Advisers
New York
$279K +$25.8K +884 +10%
PTB
2414
Pioneer Trust Bank
Oregon
$279K -$9.22K -316 -3%
TP
2415
Tranquility Partners
Tennessee
$279K – – –
GG
2416
GenWealth Group
New Jersey
$278K +$280K +9,610 New
DDPIC
2417
Deroy & Devereaux Private Investment Counsel
Michigan
$278K – – –
Heritage Wealth Advisors
2418
Heritage Wealth Advisors
Virginia
$276K -$1.25K -43 -0.4%
IAS
2419
Investment Advisory Services
Texas
$276K -$51.1K -1,751 -15%
PWM
2420
Paulson Wealth Management
Illinois
$276K -$3.65K -125 -1%
SWA
2421
SFMG Wealth Advisors
Texas
$276K -$14.7K -505 -5%
CFA
2422
Cahill Financial Advisors
Minnesota
$276K +$4.73K +162 +2%
EIP
2423
Ellis Investment Partners
Pennsylvania
$275K -$11.7K -402 -4%
BSSFA
2424
Baron Silver Stevens Financial Advisors
Florida
$275K -$12.3K -423 -4%
CA
2425
Cambridge Advisors
Nebraska
$275K +$3.65K +125 +1%