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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1726
BHK Investment Advisors
Alabama
$578K +$37.5K +1,612 +6%
AWA
1727
Acorn Wealth Advisors
Michigan
$577K -$466 -20 -0.1%
CWA
1728
Clarus Wealth Advisors
Arizona
$576K +$24.5K +1,053 +4%
BWP
1729
Bernardo Wealth Planning
Pennsylvania
$574K +$619K +26,610 New
FC
1730
Ferris Capital
Massachusetts
$573K -$21.2K -912 -3%
CCM
1731
Coldstream Capital Management
Washington
$572K -$255K -10,968 -29%
CT
1732
Clearstead Trust
Maine
$572K -$125K -5,357 -17%
MCP
1733
Mirador Capital Partners
California
$572K -$73.4K -3,155 -11%
WC
1734
Whitney & Co
New York
$572K +$104K +4,480 +21%
MA
1735
MONECO Advisors
Connecticut
$571K +$616K +26,467 New
HCM
1736
Hollencrest Capital Management
California
$570K -$645K -27,700 -51%
LC
1737
Lourd Capital
California
$569K -$5.42K -233 -0.9%
KF
1738
Krilogy Financial
Missouri
$567K -$166K -7,118 -21%
BCP
1739
Blue Chip Partners
Michigan
$564K -$502K -21,555 -45%
HCM
1740
Harvest Capital Management
New Hampshire
$564K -$88.5K -3,801 -13%
LSAG
1741
Lake Street Advisors Group
New Hampshire
$564K +$31.9K +1,370 +6%
GC
1742
Gratus Capital
Georgia
$560K +$42.5K +1,826 +8%
FLI
1743
Family Legacy Inc
South Carolina
$559K -$36.9K -1,584 -6%
MWP
1744
Moller Wealth Partners
$559K +$3.31K +142 +0.6%
FAM
1745
Formidable Asset Management
Ohio
$558K +$42.2K +1,814 +8%
KA
1746
Kaizen Advisory
Illinois
$558K +$67.1K +2,883 +13%
ST
1747
Sabal Trust
Florida
$558K +$104K +4,461 +21%
LDFR
1748
Lehman & Derafelo Financial Resources
Pennsylvania
$557K +$602K +25,848 New
SFSIG
1749
San Francisco Sentry Investment Group
California
$556K -$122K -5,226 -17%
CWM
1750
Chesapeake Wealth Management
Virginia
$556K -$16.2K -695 -3%