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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2426
Heritage Wealth Advisors
Virginia
$266K -$194K -6,990 -42%
HWM
2427
Howard Wealth Management
Connecticut
$266K -$73.5K -2,650 -22%
ZIG
2428
Zullo Investment Group
Pennsylvania
$265K -$164K -5,907 -38%
QC
2429
QCM Cayman
Texas
$264K +$264K +9,501 New
WCM
2430
Wallace Capital Management
Texas
$263K +$263K +9,490 New
PC
2431
Port Capital
Illinois
$263K +$4.25K +153 +2%
BWM
2432
BKM Wealth Management
Wisconsin
$262K -$23.9K -861 -8%
CA
2433
Calton & Associates
Florida
$262K -$60.3K -2,173 -19%
MPCG
2434
Matrix Private Capital Group
New York
$261K -$1.42K -51 -0.5%
LCC
2435
Lincoln Capital Corp
Rhode Island
$261K +$261K +9,404 New
GWP
2436
Gen-Wealth Partners
Michigan
$261K +$261K +9,394 New
DIM
2437
Delta Investment Management
California
$260K -$66.2K -2,384 -20%
OCPWS
2438
One Charles Private Wealth Services
Massachusetts
$260K +$6.85K +247 +3%
OPWM
2439
Oxinas Partners Wealth Management
Indiana
$260K -$24.4K -879 -9%
AWM
2440
Angeles Wealth Management
California
$259K -$154K -5,566 -37%
MCM
2441
McDonough Capital Management
Florida
$259K +$3K +108 +1%
TA
2442
Townsend & Associates
Colorado
$258K +$139 +5 +0.1%
NCM
2443
Novare Capital Management
North Carolina
$258K -$37.5K -1,352 -13%
SMWM
2444
Silvia McColl Wealth Management
California
$257K -$10.2K -367 -4%
PFG
2445
Prosperity Financial Group
California
$256K +$51.8K +1,868 +25%
PWA
2446
Physician Wealth Advisors
Utah
$256K -$16.8K -605 -6%
OWA
2447
Opal Wealth Advisors
New York
$256K -$67.7K -2,439 -21%
SL
2448
Sentinus LLC
Illinois
$255K +$255K +9,204 New
JPLA
2449
Joseph P. Lucia & Associates
New York
$255K +$255K +9,203 New
VFG
2450
Valley Financial Group
Pennsylvania
$254K -$4.83K -174 -2%