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Name Holding Trade Value Shares
Change
Change in
Stake
HL
2726
Harding Loevner
New Jersey
$55K – – –
IWP
2727
IAG Wealth Partners
Wisconsin
$52K – – –
PCFFS
2728
Pacific Center for Financial Services
California
$52K – – –
AS
2729
Altshuler Shaham
Israel
$51K -$3.58K -28 -7%
NFSG
2730
Newbridge Financial Services Group
Florida
$50K +$38.5K +301 +538%
SAM
2731
Strategic Asset Management
Minnesota
$49K – – –
LIM
2732
Lagoda Investment Management
New York
$48K – – –
MIM
2733
Macroview Investment Management
Maryland
$48K +$128 +1 +0.3%
WIM
2734
Westside Investment Management
California
$47.8K – – –
CP
2735
Corbenic Partners
Pennsylvania
$47K -$4.61K -36 -10%
SA
2736
SRH Advisors
Kansas
$46K – – –
AWM
2737
AllSquare Wealth Management
New York
$45K -$13.8K -108 -25%
LPWM
2738
Lake Point Wealth Management
Texas
$45K – – –
LAS
2739
Lloyd Advisory Services
Georgia
$45K – – –
GCM
2740
Gladius Capital Management
Illinois
$45K +$40.3K +315 New
WPWM
2741
Western Pacific Wealth Management
Illinois
$45K +$41.6K +325 New
TSWM
2742
Tyler-Stone Wealth Management
Ohio
$44K +$39.9K +312 New
PP
2743
PFS Partners
New Jersey
$43.3K +$39.4K +308 New
CAM
2744
Costello Asset Management
Pennsylvania
$42K – – –
MAM
2745
Marquette Asset Management
Minnesota
$42K – – –
LWP
2746
Lumature Wealth Partners
Georgia
$42K +$15.2K +119 +65%
DFCM
2747
Dark Forest Capital Management
Puerto Rico
$41K -$122K -950 -77%
FFG
2748
Ford Financial Group
California
$41K +$37.9K +296 New
CFG
2749
CKW Financial Group
Hawaii
$40K – – –
FEG
2750
Financial Enhancement Group
Indiana
$37K – – –