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Name Holding Trade Value Shares
Change
Change in
Stake
RPA
2376
Rock Point Advisors
Vermont
$202K +$200K +1,688 New
CGA
2377
Crescent Grove Advisors
Illinois
$202K +$200K +1,689 New
FA
2378
Financial Avengers
California
$200K +$72.9K +615 +59%
MHR
2379
Matthew Hamilton Rosenberg
$197K -$39.7K -335 -17%
MF
2380
Manchester Financial
California
$194K +$107K +900 +126%
GC
2381
Garde Capital
Washington
$183K +$23.8K +201 +15%
CSC
2382
Cove Street Capital
California
$180K
HFA
2383
Hoover Financial Advisors
Pennsylvania
$179K -$18.2K -154 -9%
OAJ
2384
Ogorek Anthony Joseph
New York
$175K
TC
2385
Tacita Capital
Ontario, Canada
$175K
FPW
2386
Flagship Private Wealth
Massachusetts
$170K
CFD
2387
Creative Financial Designs
Indiana
$169K +$9.6K +81 +6%
M
2388
MOTCO
Texas
$168K -$37.7K -318 -18%
GWS
2389
Glassman Wealth Services
Virginia
$167K -$711 -6 -0.4%
TF
2390
TimeScale Financial
Massachusetts
$157K +$355 +3 +0.2%
SWA
2391
SOA Wealth Advisors
New York
$154K +$11.5K +97 +8%
FWM
2392
Filbrandt Wealth Management
Wisconsin
$152K
DWP
2393
Destiny Wealth Partners
Florida
$152K +$5.45K +46 +4%
CCM
2394
Copeland Capital Management
Pennsylvania
$150K
NC
2395
NewSquare Capital
Pennsylvania
$149K
OCM
2396
Orion Capital Management
California
$148K
SFP
2397
Sterling Financial Planning
New Jersey
$144K
GWMIA
2398
Global Wealth Management Investment Advisory
Florida
$139K -$6.16K -52 -4%
PWM
2399
Prentice Wealth Management
New York
$139K +$137K +1,157 New
SAS
2400
Stelac Advisory Services
New York
$132K -$53.8K -454 -29%