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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
2401
Sterling Financial Planning
New Jersey
$127K -$15.1K -123 -10%
SWM
2402
Selective Wealth Management
Virginia
$126K +$52.2K +425 +66%
FGAM
2403
Financial Gravity Asset Management
Texas
$125K -$8.85K -72 -53%
PPWM
2404
PFG Private Wealth Management
Florida
$122K +$127K +1,030 New
TAM
2405
Tucker Asset Management
Colorado
$122K +$20.9K +170 +22%
SFO
2406
Standard Family Office
South Dakota
$118K -$960K -7,813 -89%
BMD
2407
Better Money Decisions
New Mexico
$116K -$6.51K -53 -5%
FCMT
2408
Founders Capital Management (Texas)
Texas
$116K +$34.4K +280 +40%
NR
2409
Newfound Research
Massachusetts
$115K +$29.2K +238 +32%
RF
2410
Robbins Farley
New Hampshire
$112K
AFS
2411
Annapolis Financial Services
Maryland
$110K
IRAG
2412
Investment Research & Advisory Group
Georgia
$106K
HFS
2413
HBC Financial Services
Washington
$104K
M
2414
MOTCO
Texas
$103K -$51K -415 -32%
MIFH
2415
Migdal Insurance & Financial Holdings
Israel
$103K +$107K +868 New
CA
2416
Centerpoint Advisors
Massachusetts
$102K -$8.23K -67 -7%
VCM
2417
Versant Capital Management
Arizona
$101K -$1.47K -12 -1%
HIM
2418
Hillsdale Investment Management
Ontario, Canada
$98K
EARNEST Partners
2419
EARNEST Partners
Georgia
$97K
FWM
2420
Focused Wealth Management
New York
$93K -$12.3K -100 -11%
FCM
2421
Firestone Capital Management
Florida
$91K
MWM
2422
Mascoma Wealth Management
New Hampshire
$91K +$94.3K +768 New
BWL
2423
Bogart Wealth LLC
Virginia
$90K
DTIM
2424
Danda Trouve Investment Management
Kansas
$87K -$12.3K -100 -12%
APWA
2425
Atlas Private Wealth Advisors
New Jersey
$87K -$5.9K -48 -6%