Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1376
Stockman Wealth Management
Montana
$353K -$12.6K -80 -3%
GPI
1377
General Partner Inc
Pennsylvania
$353K -$152K -968 -29%
EGA
1378
E&G Advisors
Texas
$353K -$5.98K -38 -2%
MA
1379
MONECO Advisors
Connecticut
$353K -$7.24K -46 -2%
PP
1380
Pegasus Partners
Wisconsin
$351K +$160K +1,014 +75%
TW
1381
Transform Wealth
Colorado
$350K -$51.8K -329 -12%
RCM
1382
RB Capital Management
Nevada
$350K -$5.19K -33 -1%
BHPW
1383
Beverly Hills Private Wealth
California
$350K -$17K -108 -4%
APWM
1384
Argonautica Private Wealth Management
Massachusetts
$350K – – –
PCS
1385
Personal CFO Solutions
New Jersey
$348K -$213K -1,351 -37%
PL
1386
Plancorp LLC
Missouri
$345K -$9.13K -58 -2%
PGIM
1387
Pacific Global Investment Management
California
$345K -$47.5K -302 -11%
FFB
1388
First Financial Bankshares
Texas
$345K +$23.1K +147 +7%
CP
1389
Creekside Partners
California
$343K +$364K +2,314 New
CFS
1390
CRA Financial Services
New Jersey
$341K – – –
SC
1391
Searle & Co
Connecticut
$340K – – –
PCG
1392
Prosperity Consulting Group
Maryland
$340K -$155K -982 -30%
Bank Julius Baer & Co
1393
Bank Julius Baer & Co
Switzerland
$340K +$27.1K +172 +9%
QWP
1394
Quotient Wealth Partners
Texas
$337K +$5.98K +38 +2%
FIM
1395
Freedom Investment Management
Connecticut
$334K -$694K -4,412 -66%
PMSA
1396
Patrick M. Sweeney & Associates
Illinois
$333K +$41.9K +266 +13%
NRI
1397
NFP Retirement Inc
California
$333K -$6.29K -40 -2%
SCM
1398
Stonebridge Capital Management
California
$333K – – –
MIS
1399
Morningstar Investment Services
Illinois
$333K +$22K +140 +7%
KA
1400
KLCM Advisors
Wisconsin
$332K – – –