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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1101
Compass Ion Advisors
Pennsylvania
$329K -$530 -7 -0.2%
CWG
1102
Cornerstone Wealth Group
North Carolina
$329K +$44.7K +590 +18%
GCP
1103
GSA Capital Partners
United Kingdom
$327K -$503K -6,650 -63%
CT
1104
Chicago Trust
Illinois
$326K -$7.57K -100 -2%
MC
1105
Mathes Company
New York
$326K – – –
PPWP
1106
Premier Path Wealth Partners
New Jersey
$324K -$25.8K -341 -8%
SIA
1107
Soltis Investment Advisors
Utah
$323K +$73K +964 +33%
CT
1108
Clearstead Trust
Maine
$322K -$21.4K -283 -7%
AB
1109
Atlas Brown
Kentucky
$322K -$379 -5 -0.1%
SI
1110
Severin Investments
Missouri
$322K +$23.5K +311 +9%
WFI
1111
West Family Investments
California
$321K +$291K +3,846 New
FAM
1112
Formidable Asset Management
Ohio
$321K +$76 +1 +0%
CPIA
1113
Cornell Pochily Investment Advisors
New York
$319K -$36.3K -479 -11%
WFAG
1114
Wescott Financial Advisory Group
Pennsylvania
$319K +$227 +3 +0.1%
LOAMS
1115
Lombard Odier Asset Management (Switzerland)
Switzerland
$319K -$124K -1,644 -30%
SFG
1116
SageGuard Financial Group
Tennessee
$316K -$49.9K -659 -15%
GWP
1117
Gen-Wealth Partners
Michigan
$316K -$24.1K -318 -8%
NW
1118
NewEdge Wealth
Pennsylvania
$316K +$286K +3,776 New
PVI
1119
Pine Valley Investments
New Jersey
$315K +$2.42K +32 +0.9%
C
1120
Certuity
Florida
$315K +$38.6K +510 +16%
LCM
1121
Liberty Capital Management
Michigan
$315K +$285K +3,765 New
AP
1122
Americana Partners
Texas
$313K +$284K +3,747 New
PWS
1123
Proactive Wealth Strategies
Georgia
$313K +$1.97K +26 +0.7%
CIA
1124
Caerus Investment Advisors
Texas
$313K +$283K +3,740 New
APA
1125
Astoria Portfolio Advisors
New York
$312K +$78.7K +1,039 +38%