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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1651
Intrua Financial
Texas
$983K +$582K +2,303 +170%
VWM
1652
Valley Wealth Managers
New Jersey
$982K -$210K -830 -17%
SIA
1653
SkyView Investment Advisors
New Jersey
$982K -$7.32K -29 -0.7%
SKK
1654
Shepherd Kaplan Krochuk
Massachusetts
$976K -$172K -682 -15%
LA
1655
LVW Advisors
New York
$974K +$123K +489 +14%
MFS
1656
Monetta Financial Services
Illinois
$971K
UM
1657
Ulysses Management
New York
$971K
SC
1658
Saturna Capital
Washington
$971K +$1.01M +4,000 New
IA
1659
IFG Advisors
Missouri
$968K
BMA
1660
Brooks Moore & Associates
Tennessee
$964K -$145K -573 -13%
BWCS
1661
Beirne Wealth Consulting Services
Connecticut
$962K -$442K -1,750 -31%
AC
1662
Alexandria Capital
Virginia
$962K -$41.9K -166 -4%
HVP
1663
Hudson Value Partners
Florida
$959K -$25.3K -100 -2%
CWA
1664
Clarity Wealth Advisors
California
$959K +$2.52K +10 +0.3%
MA
1665
MJP Associates
Connecticut
$958K -$94.4K -374 -9%
CWM
1666
Circle Wealth Management
New Jersey
$958K -$33.8K -134 -3%
OC
1667
Oakworth Capital
Alabama
$957K -$20.5K -81 -2%
PP
1668
Professional Planning
California
$955K -$243K -961 -20%
CB
1669
CNB Bank
Pennsylvania
$951K +$48.7K +193 +5%
ZB
1670
Zions Bancorporation
Utah
$950K +$34.6K +137 +4%
SWA
1671
Stratos Wealth Advisors
Ohio
$948K +$207K +818 +26%
Koshinski Asset Management
1672
Koshinski Asset Management
Illinois
$946K -$229K -905 -19%
MMPW
1673
Mitchell McLeod Pugh & Williams
Alabama
$946K -$204K -807 -17%
BCM
1674
Brookstone Capital Management
Illinois
$945K +$570K +2,258 +138%
HCM
1675
Hollencrest Capital Management
California
$938K +$707K +2,799 +263%