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Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
2151
Game Plan Financial Advisors
Ohio
$11.6M +$23.9K +151 +0.2%
SOAMC
2152
Spirit of America Management Corp
New York
$11.6M -$245K -1,550 -2%
EI
2153
Ellevest Inc
New York
$11.6M +$183K +1,158 +2%
HWM
2154
Horizon Wealth Management
Illinois
$11.6M +$10.3M +65,195 New
GCM
2155
Goldstream Capital Management
Hong Kong
$11.5M +$10.3M +65,000 New
FWM
2156
Finer Wealth Management
Massachusetts
$11.5M +$10.3M +64,913 New
MCM
2157
MV Capital Management
Maryland
$11.5M +$226K +1,431 +2%
MCM
2158
Morton Capital Management
California
$11.5M +$10.2M +64,647 New
BMCM
2159
Bryn Mawr Capital Management
Pennsylvania
$11.5M -$78.1K -494 -0.8%
RBFC
2160
Roman Butler Fullerton & Co
Missouri
$11.5M +$583K +3,687 +6%
CNC
2161
Citizens & Northern Corp
Pennsylvania
$11.5M -$441K -2,788 -4%
MCM
2162
McMillion Capital Management
North Carolina
$11.4M -$169K -1,069 -2%
AIM
2163
Alhambra Investment Management
Florida
$11.4M -$107K -678 -1%
PW
2164
Peninsula Wealth
California
$11.4M +$113K +716 +1%
SC
2165
Settian Capital
New York
$11.4M +$10.1M +64,200 New
HL
2166
HeadInvest LLC
Maine
$11.4M -$385K -2,433 -4%
LFM
2167
Lumina Fund Management
New York
$11.4M – – –
AT
2168
American Trust
Kentucky
$11.4M +$10.1M +63,944 New
PP
2169
Paloma Partners
Connecticut
$11.4M +$10.1M +63,931 New
TCM
2170
Towercrest Capital Management
Pennsylvania
$11.3M -$188K -1,192 -2%
JWM
2171
Jupiter Wealth Management
Colorado
$11.3M +$44.7K +283 +0.4%
ACM
2172
Antonetti Capital Management
Florida
$11.3M -$196K -1,242 -2%
FWM
2173
Fairhaven Wealth Management
Illinois
$11.3M -$730K -4,621 -7%
AFM
2174
Andesa Financial Management
Pennsylvania
$11.3M -$154K -974 -2%
LFA
2175
Legacy Financial Advisors
Kentucky
$11.3M +$318K +2,010 +3%
85 86
87
88 89