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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
651
Occidental Asset Management
California
$688K +$22.8K +147 +4%
IWM
652
IHT Wealth Management
Illinois
$686K -$929 -6 -0.1%
LCG
653
Lakeshore Capital Group
Illinois
$685K +$1.08K +7 +0.2%
IP
654
Indivisible Partners
Florida
$679K +$124K +798 +23%
HIP
655
Harrell Investment Partners
Texas
$677K +$9.6K +62 +1%
HCM
656
Howland Capital Management
Massachusetts
$676K -$155 -1 -0%
GC
657
Guggenheim Capital
Illinois
$663K -$355K -2,291 -36%
SAW
658
Signal Advisors Wealth
Michigan
$663K +$373K +2,409 +139%
AMM
659
American Money Management
California
$662K – – –
AWM
660
Arista Wealth Management
Nevada
$657K – – –
VVP
661
Venture Visionary Partners
Ohio
$655K +$18.3K +118 +3%
AWA
662
Arkadios Wealth Advisors
Georgia
$648K +$109K +706 +21%
DWP
663
Daymark Wealth Partners
Ohio
$645K +$19.2K +124 +3%
LCM
664
Lionhunter Capital Management
New York
$641K +$621K +4,009 New
ST
665
Spinnaker Trust
Maine
$640K +$2.63K +17 +0.4%
SSI
666
Scott & Selber Inc
Texas
$639K – – –
CCG
667
Ceeto Capital Group
Florida
$639K – – –
OF
668
Optimize Financial
California
$638K -$2.01K -13 -0.3%
SCS
669
Sound Capital Solutions
Florida
$638K +$618K +3,991 New
NFA
670
Northern Financial Advisors
Michigan
$638K +$61K +394 +11%
AIM
671
Alhambra Investment Management
Florida
$638K – – –
CAAM
672
Cornerstone Advisors Asset Management
Pennsylvania
$632K -$62.7K -405 -9%
RIA
673
Richwood Investment Advisors
Ohio
$630K +$12.4K +80 +2%
KA
674
Kovack Advisors
Florida
$628K -$310 -2 -0.1%
PTP
675
Platform Technology Partners
New York
$628K +$4.8K +31 +0.8%