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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1476
Holistic Financial Partners
Indiana
$213K -$1.04K -15 -0.5%
QC
1477
Quent Capital
New York
$212K +$13.1K +188 +7%
BWM
1478
BCGM Wealth Management
Indiana
$212K – – –
MAM
1479
MWA Asset Management
Massachusetts
$212K +$203K +2,914 New
BFA
1480
Beaumont Financial Advisors
Massachusetts
$212K -$5.84K -84 -3%
WAM
1481
Worth Asset Management
Texas
$211K -$15.5K -223 -7%
PCM
1482
Princeton Capital Management
New Jersey
$211K +$202K +2,901 New
PPWM
1483
Perissos Private Wealth Management
Oklahoma
$211K – – –
AIA
1484
Alera Investment Advisors
Illinois
$210K +$201K +2,887 New
SW
1485
StrongBox Wealth
Missouri
$210K +$200K +2,883 New
CCFM
1486
Clear Creek Financial Management
Washington
$209K +$7.58K +109 +4%
PGF
1487
Plan Group Financial
Oklahoma
$208K -$834 -12 -0.4%
HBW
1488
Hazlett, Burt & Watson
West Virginia
$208K +$43.1K +620 +28%
GGA
1489
Granite Group Advisors
Connecticut
$206K -$353K -5,074 -64%
ACM
1490
Advisors Capital Management
New Jersey
$206K +$197K +2,838 New
CCG
1491
Cypress Capital Group
Florida
$206K +$197K +2,833 New
JSAM
1492
J. Safra Asset Management
New York
$205K +$168K +2,411 +585%
TW
1493
Traveka Wealth
California
$205K +$8.76K +126 +5%
HCM
1494
Hollencrest Capital Management
California
$204K +$46.2K +665 +31%
B
1495
Bellecapital
Switzerland
$204K – – –
PFGIA
1496
Patriot Financial Group Insurance Agency
Massachusetts
$203K -$94.3K -1,357 -33%
JCM
1497
Jacobi Capital Management
Pennsylvania
$202K -$39.4K -567 -17%
HIM
1498
Hillsdale Investment Management
Ontario, Canada
$196K +$132K +1,900 +238%
WSCM
1499
Wellington Shields Capital Management
New York
$192K -$8.06K -116 -4%
MG
1500
Mather Group
Illinois
$185K +$95.8K +1,379 +135%