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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2851
Osterweis Capital Management
California
$130K -$236K -2,087 -62%
Copeland Capital Management
2852
Copeland Capital Management
Pennsylvania
$128K – – –
WA
2853
Westfuller Advisors
New York
$125K -$71K -629 -34%
TPWA
2854
Twin Peaks Wealth Advisors
California
$123K +$136K +1,201 New
SA
2855
Scarborough Advisors
Maryland
$123K +$452 +4 +0.3%
S
2856
Sachetta
Massachusetts
$122K -$38.6K -342 -22%
LWM
2857
Lodestone Wealth Management
Washington
$122K +$4.07K +36 +3%
BFS
2858
Burkett Financial Services
South Carolina
$121K +$790 +7 +0.6%
CA
2859
Centerpoint Advisors
Massachusetts
$120K – – –
IAAG
2860
Innovative Asset Advisors Group
Connecticut
$120K +$132K +1,167 New
WAG
2861
Wiser Advisor Group
Arizona
$120K -$29.4K -260 -18%
GCM
2862
Gables Capital Management
Florida
$119K – – –
IFG Advisory
2863
IFG Advisory
Georgia
$117K -$4.19M -37,132 -97%
CAIM
2864
Catherine Avery Investment Management
Florida
$115K – – –
CAM
2865
Costello Asset Management
Pennsylvania
$114K +$113 +1 +0.1%
CIM
2866
Contravisory Investment Management
Massachusetts
$113K -$291K -2,577 -70%
HC
2867
Hara Capital
Washington
$111K – – –
JGCM
2868
Joseph Group Capital Management
Ohio
$110K +$8.81K +78 +8%
FCG
2869
Financial Connections Group
California
$109K – – –
ESC
2870
Eurizon SLJ Capital
$109K -$350K -3,098 -74%
RWM
2871
Rialto Wealth Management
New York
$109K -$677 -6 -0.6%
SN
2872
Sittner & Nelson
Oregon
$108K – – –
AG
2873
AmeriFlex Group
Nevada
$108K -$113 -1 -0.1%
PWM
2874
Peck Wealth Management
New York
$108K -$90.3K -800 -43%
MGI
2875
Miller Global Investments
Texas
$107K +$50.1K +444 +74%