Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
1526
Lodestar Private Asset Management
California
$504K +$22.2K +130 +5%
NB
1527
NBT Bank
New York
$502K -$74.5K -437 -13%
BHWM
1528
Beaird Harris Wealth Management
Texas
$499K +$226K +1,328 +86%
GI
1529
GAMCO Investors
Connecticut
$498K -$70.7K -415 -13%
CA
1530
Claro Advisors
Massachusetts
$498K +$87.6K +514 +22%
PP
1531
Pegasus Partners
Wisconsin
$498K +$222K +1,301 +83%
WEG
1532
World Equity Group
Illinois
$496K -$2.03M -11,913 -81%
PWMG
1533
Pinnacle Wealth Management Group
Michigan
$495K – – –
RA
1534
Riversedge Advisors
Delaware
$495K +$5.62K +33 +1%
NG
1535
Norden Group
Utah
$494K +$154K +903 +46%
SCA
1536
Stonebridge Capital Advisors
Minnesota
$494K -$35.8K -210 -7%
FHA
1537
Flagship Harbor Advisors
Massachusetts
$489K -$85.4K -501 -15%
HGA
1538
Hobbs Group Advisors
South Carolina
$489K +$89.8K +527 +23%
CWS
1539
Confluence Wealth Services
Pennsylvania
$488K -$37.7K -221 -7%
JE
1540
JMAC Enterprises
Pennsylvania
$486K +$34.1K +200 +8%
NCFG
1541
New Century Financial Group
New Jersey
$486K -$1.29M -7,558 -73%
CCA
1542
Childress Capital Advisors
Texas
$485K – – –
WA
1543
Wambolt & Associates
Colorado
$484K -$30.8K -181 -6%
AMM
1544
American Money Management
California
$484K +$13.8K +81 +3%
ICM
1545
Islay Capital Management
Texas
$480K – – –
AWC
1546
Abundance Wealth Counselors
Pennsylvania
$480K +$471K +2,766 New
IP
1547
Investment Partners
Ohio
$477K – – –
PWMG
1548
Prestige Wealth Management Group
New Jersey
$475K -$10.7K -63 -2%
RCG
1549
Regatta Capital Group
California
$474K +$13.5K +79 +3%
OL
1550
Optas LLC
Texas
$473K +$7.67K +45 +2%