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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
2151
Scott Capital Advisors
Oregon
$591K -$2.74K -12 -0.5%
PP
2152
Pegasus Partners
Wisconsin
$590K +$65.9K +289 +15%
FCG
2153
Financial Connections Group
California
$589K -$51.3K -225 -9%
SI
2154
Sprott Inc
Ontario, Canada
$589K
SPIO
2155
Seven Post Investment Office
California
$589K
NPT
2156
National Philanthropic Trust
Pennsylvania
$587K
REMPR
2157
Roof Eidam Maycock Peralta (REMP)
California
$587K
MFWP
2158
Mosaic Family Wealth Partners
Missouri
$586K -$507K -2,224 -50%
MWP
2159
Meridian Wealth Partners
Pennsylvania
$585K -$155K -678 -23%
AWM
2160
Austin Wealth Management
Texas
$584K -$2.74K -12 -0.5%
6F
2161
626 Financial
Michigan
$583K -$3.42K -15 -0.7%
ITIM
2162
Indiana Trust & Investment Management
Indiana
$583K
EFA
2163
Edge Financial Advisors
Illinois
$582K +$13.7K +60 +3%
AWA
2164
Aquire Wealth Advisors
Utah
$581K -$36.3K -159 -7%
PWM
2165
Prentice Wealth Management
New York
$579K +$43.3K +190 +9%
LL
2166
LWMG LLC
Minnesota
$578K +$3.65K +16 +0.7%
PP
2167
Patron Partners
Texas
$578K -$188K -825 -27%
DAM
2168
Doheny Asset Management
California
$577K
MCCP
2169
Mission Creek Capital Partners
California
$576K +$79.8K +350 +19%
JWWM
2170
Johnson & White Wealth Management
Pennsylvania
$576K -$6.84K -30 -1%
SIM
2171
SSI Investment Management
California
$575K -$456 -2 -0.1%
RCS
2172
Retirement Capital Strategies
California
$575K -$65K -285 -11%
CT
2173
Chicago Trust
Illinois
$575K +$137K +600 +38%
DIA
2174
Dana Investment Advisors
Wisconsin
$574K -$30.6K -134 -6%
HFA
2175
High Falls Advisors
New York
$571K +$29.4K +129 +6%