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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2851
Lodestone Wealth Management
Washington
$122K +$4.07K +36 +3%
BFS
2852
Burkett Financial Services
South Carolina
$121K +$790 +7 +0.6%
CA
2853
Centerpoint Advisors
Massachusetts
$120K
IAAG
2854
Innovative Asset Advisors Group
Connecticut
$120K +$132K +1,167 New
WAG
2855
Wiser Advisor Group
Arizona
$120K -$29.4K -260 -18%
GCM
2856
Gables Capital Management
Florida
$119K
IA
2857
IFG Advisory
Georgia
$117K -$4.19M -37,132 -97%
CAIM
2858
Catherine Avery Investment Management
Florida
$115K
CAM
2859
Costello Asset Management
Pennsylvania
$114K +$113 +1 +0.1%
CIM
2860
Contravisory Investment Management
Massachusetts
$113K -$291K -2,577 -70%
HC
2861
Hara Capital
Washington
$111K
JGCM
2862
Joseph Group Capital Management
Ohio
$110K +$8.81K +78 +8%
FCG
2863
Financial Connections Group
California
$109K
ESC
2864
Eurizon SLJ Capital
$109K -$350K -3,098 -74%
RWM
2865
Rialto Wealth Management
New York
$109K -$677 -6 -0.6%
SN
2866
Sittner & Nelson
Oregon
$108K
AG
2867
AmeriFlex Group
Nevada
$108K -$113 -1 -0.1%
PWM
2868
Peck Wealth Management
New York
$108K -$90.3K -800 -43%
MGI
2869
Miller Global Investments
Texas
$107K +$50.1K +444 +74%
KA
2870
Kozak & Associates
Colorado
$106K +$565 +5 +0.5%
HHGA
2871
Halbert Hargrove Global Advisors
California
$105K
TCM
2872
Triumph Capital Management
Colorado
$102K +$17.6K +156 +19%
PWA
2873
Physician Wealth Advisors
Utah
$101K +$13.1K +116 +13%
EF
2874
Entrust Financial
Pennsylvania
$99.6K
NF
2875
Napier Financial
Massachusetts
$99.2K +$109K +966 New