Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1676
Private Trust Company
Ohio
$509K +$2.71K +14 +0.5%
AF
1677
Abound Financial
California
$508K +$498K +2,573 New
DC
1678
Defender Capital
North Carolina
$507K +$194K +1,000 +64%
OWA
1679
Opal Wealth Advisors
New York
$506K +$20.1K +104 +4%
CC
1680
Courier Capital
New York
$506K – – –
GGA
1681
Granite Group Advisors
Connecticut
$506K – – –
RCG
1682
Regatta Capital Group
California
$505K -$32.5K -168 -6%
GAM
1683
Griffin Asset Management
New York
$505K +$494K +2,555 New
W
1684
WorthPointe
California
$504K -$21.9K -113 -4%
OPA
1685
Old Port Advisors
Maine
$503K -$3.29K -17 -0.7%
OL
1686
Optas LLC
Texas
$503K -$34.1K -176 -6%
CWM
1687
Cherrydale Wealth Management
New Jersey
$503K -$14.5K -75 -3%
CPP
1688
Capasso Planning Partners
South Carolina
$503K -$140K -723 -22%
MIM
1689
Martin Investment Management
Florida
$501K – – –
CG
1690
Clarus Group
Texas
$501K – – –
CA
1691
Carson Advisory
Georgia
$499K +$39.3K +203 +9%
WA
1692
Wambolt & Associates
Colorado
$498K -$56.9K -294 -10%
EW
1693
Elyxium Wealth
California
$497K -$383K -1,977 -44%
OL
1694
one8zero8 LLC
North Carolina
$496K +$486K +2,513 New
SPWM
1695
Straight Path Wealth Management
Michigan
$494K – – –
CTC
1696
Central Trust Company
Missouri
$493K +$41K +212 +9%
MCA
1697
Magnolia Capital Advisors
Mississippi
$492K +$482K +2,491 New
NB
1698
NBT Bank
New York
$490K -$78.8K -407 -14%
SW
1699
Simplicity Wealth
New Jersey
$490K +$235K +1,214 +96%
QP
1700
Quartz Partners
New York
$489K +$221K +1,141 +85%