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Name Holding Trade Value Shares
Change
Change in
Stake
GCP
1101
GSA Capital Partners
United Kingdom
$327K -$503K -6,650 -63%
CT
1102
Chicago Trust
Illinois
$326K -$7.57K -100 -2%
MC
1103
Mathes Company
New York
$326K
PPWP
1104
Premier Path Wealth Partners
New Jersey
$324K -$25.8K -341 -8%
SIA
1105
Soltis Investment Advisors
Utah
$323K +$73K +964 +33%
CT
1106
Clearstead Trust
Maine
$322K -$21.4K -283 -7%
AB
1107
Atlas Brown
Kentucky
$322K -$379 -5 -0.1%
SI
1108
Severin Investments
Missouri
$322K +$23.5K +311 +9%
WFI
1109
West Family Investments
California
$321K +$291K +3,846 New
FAM
1110
Formidable Asset Management
Ohio
$321K +$76 +1 +0%
CPIA
1111
Cornell Pochily Investment Advisors
New York
$319K -$36.3K -479 -11%
WFAG
1112
Wescott Financial Advisory Group
Pennsylvania
$319K +$227 +3 +0.1%
LOAMS
1113
Lombard Odier Asset Management (Switzerland)
Switzerland
$319K -$124K -1,644 -30%
SFG
1114
SageGuard Financial Group
Tennessee
$316K -$49.9K -659 -15%
GWP
1115
Gen-Wealth Partners
Michigan
$316K -$24.1K -318 -8%
NW
1116
NewEdge Wealth
Pennsylvania
$316K +$286K +3,776 New
PVI
1117
Pine Valley Investments
New Jersey
$315K +$2.42K +32 +0.9%
C
1118
Certuity
Florida
$315K +$38.6K +510 +16%
LCM
1119
Liberty Capital Management
Michigan
$315K +$285K +3,765 New
AP
1120
Americana Partners
Texas
$313K +$284K +3,747 New
PWS
1121
Proactive Wealth Strategies
Georgia
$313K +$1.97K +26 +0.7%
CIA
1122
Caerus Investment Advisors
Texas
$313K +$283K +3,740 New
APA
1123
Astoria Portfolio Advisors
New York
$312K +$78.7K +1,039 +38%
1IA
1124
1620 Investment Advisors
Massachusetts
$312K +$4.77K +63 +2%
HCM
1125
Hengehold Capital Management
Ohio
$312K +$151 +2 +0.1%