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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1576
Encompass Wealth Advisors
Oregon
$428K +$243 +1 +0.1%
AA
1577
Aire Advisors
California
$428K +$449K +1,845 New
APA
1578
Astoria Portfolio Advisors
New York
$427K +$448K +1,843 New
ERWM
1579
Elk River Wealth Management
Colorado
$426K +$243 +1 +0.1%
PCG
1580
Private Capital Group
Connecticut
$425K -$32.1K -132 -7%
CHP
1581
Cable Hill Partners
Oregon
$425K +$178K +734 +67%
BFM
1582
Boston Financial Management
Massachusetts
$422K -$10.7K -44 -2%
FANJ
1583
Financial Architects (New Jersey)
New Jersey
$422K +$44.5K +183 +11%
CFAM
1584
Center For Asset Management
Florida
$422K +$119K +489 +37%
VST
1585
Van Strum & Towne
California
$421K -$8.51K -35 -2%
TF
1586
Tompkins Financial
New York
$420K
MIC
1587
Means Investment Company
Maine
$420K +$52.3K +215 +13%
BCM
1588
BlueCrest Capital Management
Jersey
$418K +$439K +1,804 New
ZF
1589
Zhang Financial
Michigan
$416K +$111K +456 +34%
SG
1590
StoneX Group
New York
$414K +$435K +1,789 New
AC
1591
Avestar Capital
New York
$414K +$86.1K +354 +25%
BZWA
1592
Blue Zone Wealth Advisors
California
$413K -$195K -803 -31%
SIA
1593
SkyView Investment Advisors
New Jersey
$413K -$20.4K -84 -4%
SAM
1594
Secure Asset Management
Michigan
$413K +$20.4K +84 +5%
AP
1595
Advisors Preferred
Maryland
$411K -$14.1K -58 -3%
MSFP
1596
Mark Sheptoff Financial Planning
Connecticut
$411K
SFG
1597
Sovereign Financial Group
Connecticut
$411K +$19.9K +82 +5%
MFA
1598
Mayflower Financial Advisors
Massachusetts
$410K +$13.9K +57 +3%
PFWA
1599
Paces Ferry Wealth Advisors
Georgia
$410K +$39.4K +162 +10%
BPM
1600
Bowling Portfolio Management
Ohio
$409K -$243 -1 -0.1%