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Name Holding Trade Value Shares
Change
Change in
Stake
P
1101
Palladiem
Pennsylvania
$359K
RCG
1102
Regatta Capital Group
California
$359K +$350K +2,985 New
H
1103
HoyleCohen
California
$358K +$24.6K +210 +8%
SCM
1104
Spreng Capital Management
Ohio
$357K -$25.8K -220 -7%
SS
1105
Sunbelt Securities
Texas
$357K -$22.1K -189 -6%
Charles Schwab
1106
Charles Schwab
California
$355K -$4.92K -42 -1%
TCWM
1107
Total Clarity Wealth Management
Illinois
$353K -$3.87K -33 -1%
TC
1108
Titleist Capital
Texas
$352K +$343K +2,927 New
QCM
1109
Quest Capital Management
Texas
$351K +$7.85K +67 +2%
RC
1110
RegentAtlantic Capital
New Jersey
$351K +$36.4K +311 +12%
SCM
1111
Southport Capital Management
Tennessee
$351K +$341K +2,915 New
IGGA
1112
Iron Gate Global Advisors
Utah
$349K +$45.3K +387 +17%
PA
1113
Procyon Advisors
Connecticut
$344K -$10.9K -93 -3%
OWA
1114
Opal Wealth Advisors
New York
$343K +$69.9K +597 +27%
GT
1115
Glenview Trust
Kentucky
$342K +$1.99K +17 +0.6%
WANY
1116
Wealthspire Advisors (New York)
New York
$341K -$159K -1,359 -32%
SIM
1117
SSI Investment Management
California
$341K -$586 -5 -0.2%
MA
1118
Mutual Advisors
Nebraska
$339K -$81.6K -697 -20%
IHL
1119
Investment House LLC
California
$337K
DOA
1120
D'Orazio & Associates
Virginia
$336K +$162K +1,384 +99%
GP
1121
Girard Partners
Pennsylvania
$335K +$10.5K +90 +3%
AFM
1122
Abbot Financial Management
Massachusetts
$335K +$17.7K +151 +6%
CI
1123
Conning Inc
Connecticut
$333K
MCA
1124
Millennium Capital Advisors
Arkansas
$332K +$323K +2,760 New
GW
1125
GW & Wade
Massachusetts
$332K +$12.9K +110 +4%