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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1201
Clearstead Advisors
Ohio
$213K +$106K +670 +98%
OCM
1202
One Capital Management
California
$212K +$214K +1,351 New
WP
1203
WealthSource Partners
California
$211K -$475 -3 -0.2%
LPIC
1204
LeJeune Puetz Investment Counsel
Michigan
$211K
AWP
1205
Abacus Wealth Partners
California
$210K +$212K +1,337 New
EVC
1206
Eidelman Virant Capital
Missouri
$210K +$210K +1,325 New
SCM
1207
Southport Capital Management
Tennessee
$208K +$209K +1,318 New
SEIA
1208
Signature Estate & Investment Advisors
California
$208K +$210K +1,323 New
CWM
1209
Chesapeake Wealth Management
Virginia
$206K -$5.54K -35 -3%
PFO
1210
Pathstone Family Office
New Jersey
$205K +$5.07K +32 +3%
OFS
1211
OneAscent Financial Services
Alabama
$204K +$205K +1,295 New
APP
1212
Avantax Planning Partners
Iowa
$203K +$205K +1,292 New
CC
1213
Courier Capital
New York
$202K +$2.69K +17 +1%
NB
1214
Nicolet Bankshares
Wisconsin
$201K
VCM
1215
Vigilant Capital Management
Maine
$199K -$281K -1,773 -58%
SBL
1216
Sargent Bickham Lagudis
Colorado
$191K +$3.01K +19 +2%
MA
1217
MCF Advisors
Kentucky
$181K
ONST
1218
Old North State Trust
North Carolina
$181K +$25K +158 +16%
FMLI
1219
Fukoku Mutual Life Insurance
Japan
$178K
TLFA
1220
True Link Financial Advisors
California
$177K
VRM
1221
Vectors Research Management
New York
$176K -$61K -385 -26%
SWA
1222
Sutton Wealth Advisors
Florida
$175K
TCOV
1223
Trust Company of Vermont
Vermont
$175K -$9.51K -60 -5%
Parallax Volatility Advisers
1224
Parallax Volatility Advisers
California
$173K -$1.53M -9,651 -90%
KLWA
1225
Kelly Lawrence W & Associates
California
$169K +$152K +957 +811%