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Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
2901
Pacific Capital Wealth Advisors
California
$979K -$902 -3 -0.1%
G
2902
GenTrust
Florida
$978K +$87.8K +292 +10%
KL
2903
KilterHowling LLC
Colorado
$975K +$81.2K +270 +11%
HA
2904
Hamel Associates
New Jersey
$975K
KFA
2905
Kapstone Financial Advisors
Ohio
$973K -$31K -103 -3%
TPW
2906
Transatlantique Private Wealth
New York
$973K -$16.2K -54 -2%
T
2907
TrueFG
Texas
$972K +$58.6K +195 +7%
VC
2908
Veracity Capital
Georgia
$971K +$3.91K +13 +0.4%
NSB
2909
Norway Savings Bank
Maine
$970K -$109K -362 -11%
CAM
2910
Campion Asset Management
Virginia
$966K
CCA
2911
Coign Capital Advisors
Utah
$962K +$915K +3,043 New
SPWM
2912
Spartan Planning & Wealth Management
North Carolina
$961K +$915K +3,042 New
JSL
2913
JT Stratford LLC
Georgia
$961K -$2.18M -7,241 -70%
BB
2914
Burford Brothers
Texas
$960K -$36.7K -122 -4%
OW
2915
Olistico Wealth
Oklahoma
$959K +$301 +1 +0%
Simplex Trading
2916
Simplex Trading
Illinois
$956K -$19M -63,183 -95%
CC
2917
Callan Capital
California
$956K +$69.2K +230 +8%
DMBA
2918
Deseret Mutual Benefit Administrators
Utah
$955K -$17.1K -57 -2%
GBWM
2919
Granite Bay Wealth Management
New Hampshire
$952K +$902 +3 +0.1%
SWM
2920
Stockman Wealth Management
Montana
$952K +$4.21K +14 +0.5%
WPA
2921
West Paces Advisors
Georgia
$952K
BFWA
2922
Benchmark Financial Wealth Advisors
Florida
$952K -$3.31K -11 -0.4%
TIP
2923
Tandem Investment Partners
New Jersey
$951K +$905K +3,010 New
HIM
2924
Hillsdale Investment Management
Ontario, Canada
$950K +$301K +1,000 +50%
MFS
2925
Monetta Financial Services
Illinois
$948K