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Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
3376
Key Client Fiduciary Advisors
New Jersey
$326K +$17.9K +65 +6%
TCB
3377
Texas Capital Bancshares
Texas
$326K +$38.4K +139 +13%
BC
3378
Brio Consultants
California
$326K -$107K -387 -25%
SC
3379
Saturna Capital
Washington
$325K -$64.9K -235 -17%
MA
3380
MBA Advisors
Pennsylvania
$325K +$59.1K +214 +23%
MWM
3381
MinichMacGregor Wealth Management
New York
$324K +$85.6K +310 +36%
NC
3382
NovaPoint Capital
Georgia
$324K +$24K +87 +8%
HIG
3383
Heritage Investment Group
Florida
$323K +$6.9K +25 +2%
ODG
3384
O'Dell Group
Ohio
$321K +$276 +1 +0.1%
DWP
3385
Destiny Wealth Partners
Florida
$320K -$144K -521 -31%
MLFP
3386
MPS Loria Financial Planners
Illinois
$319K
CPA
3387
Capital Performance Advisors
California
$318K +$24.6K +89 +8%
PAM
3388
Paradigm Asset Management
New York
$318K -$96.6K -350 -23%
MWM
3389
Mosley Wealth Management
California
$318K -$12.7K -46 -4%
EL
3390
Essex LLC
Illinois
$318K
CGA
3391
Crescent Grove Advisors
Illinois
$318K -$110K -399 -26%
FWM
3392
Fortress Wealth Management
California
$317K
SFCL
3393
Strengthening Families & Communities LLC
Massachusetts
$317K -$2.76K -10 -0.9%
WA
3394
WealthTrust Axiom
Pennsylvania
$317K +$276 +1 +0.1%
TW
3395
Towerpoint Wealth
California
$317K +$83.9K +304 +37%
CTC (Chicago Trading Company)
3396
CTC (Chicago Trading Company)
Illinois
$316K +$313K +1,134 New
G
3397
GenTrust
Florida
$316K +$313K +1,133 New
PSF
3398
Pacific Sun Financial
California
$316K
HHGA
3399
Halbert Hargrove Global Advisors
California
$315K +$92.5K +335 +42%
SEA
3400
Stegent Equity Advisors
Texas
$315K +$311K +1,128 New