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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1826
M&R Capital Management
New Jersey
$87K
PP
1827
PrairieView Partners
Minnesota
$87K
LWM
1828
Liberty Wealth Management
California
$79K -$371 -1 -0.5%
MGI
1829
MayTech Global Investments
New York
$76K -$9.26K -25 -13%
NSIM
1830
North Star Investment Management
Illinois
$76K +$64.8K +175 New
VEA
1831
Virtus ETF Advisers
New York
$74K -$3.71K -10 -6%
LFG
1832
Larson Financial Group
Missouri
$74K +$53.4K +144 +576%
HWA
1833
HHM Wealth Advisors
Tennessee
$71K -$33K -89 -35%
GWS
1834
Glassman Wealth Services
Virginia
$71K +$13.7K +37 +29%
PW
1835
Price Wealth
Texas
$68K +$15.6K +42 +37%
JWM
1836
Janiczek Wealth Management
Colorado
$67K +$19.6K +53 +53%
VCM
1837
Vigilant Capital Management
Maine
$66K +$7.41K +20 +15%
WOC
1838
West Oak Capital
California
$65K
LB
1839
Legacy Bridge
Iowa
$65K +$9.26K +25 +20%
FP
1840
Financial Perspectives
Minnesota
$64.9K
AWM
1841
AllSquare Wealth Management
New York
$62K -$4.08K -11 -7%
PFO
1842
Pathstone Family Office
New Jersey
$62K +$5.56K +15 +12%
EC
1843
Estate Counselors
Wisconsin
$61K +$52.2K +141 New
WLPWM
1844
Walled Lake Planning & Wealth Management
Illinois
$60K
AWA
1845
Arkadios Wealth Advisors
Georgia
$59K +$5.19K +14 +11%
CYG
1846
Clean Yield Group
Vermont
$58K -$50.8K -137 -51%
GFPC
1847
Global Financial Private Client
Florida
$57.6K +$17.4K +47 +56%
BFC
1848
Bedel Financial Consulting
Indiana
$57K
HI
1849
Hudock Inc
Pennsylvania
$57K
1IA
1850
1834 Investment Advisors
Wisconsin
$57K +$27.8K +75 +132%