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Name Holding Trade Value Shares
Change
Change in
Stake
Allegiance Financial Group Advisory Services
3426
Allegiance Financial Group Advisory Services
Virginia
$629K +$23.4K +73 +4%
Oder Investment Management
3427
Oder Investment Management
California
$628K – – –
Insight Advisors
3428
Insight Advisors
Pennsylvania
$627K -$88.6K -276 -13%
Rodgers Brothers
3429
Rodgers Brothers
Pennsylvania
$625K – – –
NewSquare Capital
3430
NewSquare Capital
Pennsylvania
$625K +$253K +787 +76%
WBI Investments
3431
WBI Investments
New Jersey
$625K +$114K +356 +24%
Tactive Advisors
3432
Tactive Advisors
Florida
$624K -$160K -498 -21%
ARQ Wealth Advisors
3433
ARQ Wealth Advisors
Arizona
$623K +$52.3K +163 +10%
New Insight Wealth Advisors
3434
New Insight Wealth Advisors
California
$623K -$28.6K -89 -5%
Livet Wealth
3435
Livet Wealth
Utah
$621K +$3.21K +10 +0.6%
Investmark Advisory Group
3436
Investmark Advisory Group
Connecticut
$620K +$5.46K +17 +0.9%
IF
3437
Integrity Financial
Wyoming
$620K -$289K -900 -33%
Arch Global Advisors
3438
Arch Global Advisors
New York
$620K +$1.28K +4 +0.2%
Fonville Wealth Management
3439
Fonville Wealth Management
Virginia
$619K +$44.6K +139 +8%
Owl Creek Wealth Partners
3440
Owl Creek Wealth Partners
Colorado
$619K +$75.4K +235 +15%
Firethorn Wealth Partners
3441
Firethorn Wealth Partners
Georgia
$618K +$104K +325 +22%
FCA Corp
3442
FCA Corp
Texas
$617K – – –
GEM Asset Management
3443
GEM Asset Management
Michigan
$615K -$517K -1,610 -47%
Embree Financial Group
3444
Embree Financial Group
Illinois
$615K +$4.82K +15 +0.8%
Cercano Management
3445
Cercano Management
Washington
$613K -$24.3M -75,651 -98%
Harvest Investment Services
3446
Harvest Investment Services
Illinois
$613K +$28.6K +89 +5%
Seamount Financial Group
3447
Seamount Financial Group
Colorado
$612K +$24.4K +76 +4%
Trail Ridge Investment Advisors
3448
Trail Ridge Investment Advisors
Colorado
$610K -$28.3K -88 -5%
Disciplined Investors
3449
Disciplined Investors
Texas
$610K -$17.3K -54 -3%
National Wealth Management Group
3450
National Wealth Management Group
Ohio
$609K -$55.9K -174 -9%