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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
776
Powell Investment Advisors
Florida
$377K
CWM
777
Circle Wealth Management
New Jersey
$376K -$118K -1,851 -28%
CIAS
778
Capital Investment Advisory Services
North Carolina
$376K +$19.3K +302 +7%
MIM
779
Montgomery Investment Management
Maryland
$374K
GWM
780
Geneos Wealth Management
Colorado
$372K -$23.6K -370 -7%
PA
781
PFG Advisors
Arizona
$372K -$1.92K -30 -0.6%
CAG
782
Csenge Advisory Group
Florida
$370K +$16.2K +253 +6%
CAAS
783
Capital Asset Advisory Services
Michigan
$370K -$132K -2,064 -30%
CWM
784
Centurion Wealth Management
Virginia
$370K +$11.8K +184 +4%
NRG
785
Nemes Rush Group
Michigan
$367K -$33K -517 -10%
CT
786
Coastline Trust
Rhode Island
$365K +$300K +4,690 New
GSIAS
787
Garden State Investment Advisory Services
New Jersey
$365K +$136K +2,125 +83%
EFS
788
Essex Financial Services
Connecticut
$363K -$2.68K -42 -0.9%
TPWA
789
Twin Peaks Wealth Advisors
California
$363K +$298K +4,663 New
AWAU
790
Alliance Wealth Advisors (Utah)
Utah
$363K +$3K +47 +1%
OWP
791
Obermeyer Wealth Partners
Colorado
$362K -$7.66K -120 -3%
VCP
792
Verus Capital Partners
Arizona
$362K -$17.2K -270 -5%
OA
793
Oxbow Advisors
Texas
$359K +$294K +4,605 New
ACM
794
Ashford Capital Management
Delaware
$358K -$6.39K -100 -2%
OIA
795
Optimum Investment Advisors
Illinois
$358K +$31.9K +500 +12%
CWM
796
Compass Wealth Management
Connecticut
$358K -$6.39K -100 -2%
RFC
797
Regions Financial Corp
Alabama
$356K -$108K -1,688 -27%
SSB
798
Sandy Spring Bank
Maryland
$356K -$19.8K -310 -6%
HAS
799
HBW Advisory Services
California
$354K -$1.28K -20 -0.4%
GPA
800
Garrison Point Advisors
California
$354K +$6.39K +100 +2%