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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2376
Financial Management Professionals
Texas
$202K -$4.5K -38 -2%
RPA
2377
Rock Point Advisors
Vermont
$202K +$200K +1,688 New
CGA
2378
Crescent Grove Advisors
Illinois
$202K +$200K +1,689 New
FA
2379
Financial Avengers
California
$200K +$72.9K +615 +59%
MHR
2380
Matthew Hamilton Rosenberg
$197K -$39.7K -335 -17%
MF
2381
Manchester Financial
California
$194K +$107K +900 +126%
GC
2382
Garde Capital
Washington
$183K +$23.8K +201 +15%
CSC
2383
Cove Street Capital
California
$180K – – –
HFA
2384
Hoover Financial Advisors
Pennsylvania
$179K -$18.2K -154 -9%
OAJ
2385
Ogorek Anthony Joseph
New York
$175K – – –
TC
2386
Tacita Capital
Ontario, Canada
$175K – – –
FPW
2387
Flagship Private Wealth
Massachusetts
$170K – – –
CFD
2388
Creative Financial Designs
Indiana
$169K +$9.6K +81 +6%
M
2389
MOTCO
Texas
$168K -$37.7K -318 -18%
GWS
2390
Glassman Wealth Services
Virginia
$167K -$711 -6 -0.4%
TF
2391
TimeScale Financial
Massachusetts
$157K +$355 +3 +0.2%
SWA
2392
SOA Wealth Advisors
New York
$154K +$11.5K +97 +8%
FWM
2393
Filbrandt Wealth Management
Wisconsin
$152K – – –
DWP
2394
Destiny Wealth Partners
Florida
$152K +$5.45K +46 +4%
CCM
2395
Copeland Capital Management
Pennsylvania
$150K – – –
NC
2396
NewSquare Capital
Pennsylvania
$149K – – –
OCM
2397
Orion Capital Management
California
$148K – – –
SFP
2398
Sterling Financial Planning
New Jersey
$144K – – –
GWMIA
2399
Global Wealth Management Investment Advisory
Florida
$139K -$6.16K -52 -4%
PWM
2400
Prentice Wealth Management
New York
$139K +$137K +1,157 New