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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1201
CFS Investment Advisory Services
New Jersey
$812K +$266K +10,726 +37%
DTC
1202
Davidson Trust Company
Washington
$811K -$28.2K -1,136 -3%
TMWM
1203
Taylor & Morgan Wealth Management
Michigan
$811K +$7.5K +302 +0.8%
GIA
1204
Guyasuta Investment Advisors
Pennsylvania
$809K +$124 +5 +0%
SFG
1205
Sovereign Financial Group
Connecticut
$806K +$40.7K +1,640 +4%
FCFC
1206
First Commonwealth Financial Corp
Pennsylvania
$806K +$2.08K +84 +0.2%
WSA
1207
Wealth Science Advisors
Georgia
$804K +$460K +18,516 +91%
CHJWM
1208
Carlton Hofferkamp & Jenks Wealth Management
Texas
$804K -$6.35K -256 -0.7%
CCFM
1209
Clear Creek Financial Management
Washington
$804K -$213K -8,598 -18%
EMAM
1210
Encompass More Asset Management
California
$800K +$672K +27,088 +234%
PP
1211
PDS Planning
Ohio
$798K +$21.8K +879 +2%
NS
1212
NBC Securities
Alabama
$792K +$1.91K +77 +0.2%
NWWA
1213
New Wave Wealth Advisors
Arkansas
$792K +$167K +6,740 +21%
TIA
1214
Tiemann Investment Advisors
California
$792K -$146K -5,865 -13%
SJIM
1215
St. Johns Investment Management
Florida
$791K -$4.44K -179 -0.5%
CI
1216
Conning Inc
Connecticut
$790K -$95.5K -3,847 -9%
CAC
1217
Certified Advisory Corp
Florida
$790K +$844 +34 +0.1%
PWPS
1218
Pinnacle Wealth Planning Services
Ohio
$789K -$56.9K -2,293 -6%
PWP
1219
Principle Wealth Partners
Connecticut
$788K -$69.8K -2,814 -7%
HWM
1220
Horizon Wealth Management
Illinois
$786K -$1.36K -55 -0.1%
CFS
1221
Commonwealth Financial Services
West Virginia
$786K -$39.7K -1,599 -4%
CSC
1222
Caldwell Sutter Capital
California
$784K -$11.1K -449 -1%
BWP
1223
Balboa Wealth Partners
Arizona
$781K +$8.34K +336 +0.9%
HBT
1224
Heartland Bank & Trust
Illinois
$781K -$6.88K -277 -0.7%
LCM
1225
Lionhunter Capital Management
New York
$779K +$933K +37,609 New