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Name Holding Trade Value Shares
Change
Change in
Stake
PW
1601
Peninsula Wealth
California
$360K +$27.8K +183 +11%
OWA
1602
Opal Wealth Advisors
New York
$359K +$314K +2,068 New
BF
1603
BOK Financial
Oklahoma
$359K +$46.4K +306 +17%
CIS
1604
Continental Investors Services
Washington
$358K – – –
CD
1605
Chapin Davis
Maryland
$358K – – –
BWM
1606
Birchcreek Wealth Management
Ohio
$356K +$65.5K +432 +27%
BTWM
1607
Baker Tilly Wealth Management
Wisconsin
$356K -$216K -1,421 -41%
FPGK
1608
Financial Partners Group (Kansas)
Kansas
$355K -$37.5K -247 -11%
AWA
1609
Aletheian Wealth Advisors
Washington
$352K +$81.8K +539 +36%
BAAM
1610
Baker Avenue Asset Management
California
$351K +$1.36K +9 +0.4%
PCP
1611
Proficio Capital Partners
Massachusetts
$350K -$26.2K -173 -8%
CAGAS
1612
Capital Advisory Group Advisory Services
Minnesota
$350K +$6.07K +40 +2%
HIA
1613
Harbor Investment Advisory
Maryland
$350K -$30.8K -203 -9%
HOWA
1614
Heritage Oak Wealth Advisors
Florida
$349K +$304K +2,006 New
NF
1615
Nikulski Financial
Iowa
$348K -$1.52K -10 -0.5%
BFO
1616
Boston Family Office
Massachusetts
$348K – – –
FC
1617
FCA Corp
Texas
$348K – – –
HCM
1618
Hollencrest Capital Management
California
$347K +$57K +376 +23%
JWM
1619
JGP Wealth Management
Oregon
$346K +$16.5K +109 +6%
MCM
1620
Monarch Capital Management
Indiana
$345K -$12.3K -81 -4%
AIC
1621
Argus Investors Counsel
New York
$344K -$2.27K -15 -0.8%
AI
1622
Accredited Investors
Minnesota
$343K +$16.1K +106 +6%
SAI
1623
Savvy Advisors Inc
New York
$343K +$299K +1,973 New
CFG
1624
Cooper Financial Group
California
$342K -$78K -514 -21%
AWAU
1625
Alliance Wealth Advisors (Utah)
Utah
$341K -$23.5K -155 -7%