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Name Holding Trade Value Shares
Change
Change in
Stake
LG
2551
LAM Group
Oregon
$122K – – –
FSCM
2552
Front Street Capital Management
Montana
$122K -$11.4K -42 -9%
EC
2553
EdgeRock Capital
Colorado
$120K +$101K +371 New
Copeland Capital Management
2554
Copeland Capital Management
Pennsylvania
$118K – – –
FCMT
2555
Founders Capital Management (Texas)
Texas
$118K – – –
PWMG
2556
Prestige Wealth Management Group
New Jersey
$117K -$1.64K -6 -1%
AWM
2557
AllSquare Wealth Management
New York
$116K – – –
CWC
2558
Carolinas Wealth Consulting
North Carolina
$116K -$2.73K -10 -2%
FCG
2559
Financial Connections Group
California
$115K – – –
M
2560
Mirova
France
$111K -$6.27K -23 -6%
PA
2561
PSI Advisors
Florida
$111K -$48.8K -179 -32%
TSWM
2562
Tyler-Stone Wealth Management
Ohio
$106K +$10.4K +38 +12%
OCM
2563
Osterweis Capital Management
California
$99.9K – – –
GG
2564
Gleason Group
Kentucky
$99.2K +$545 +2 +0.6%
TIM
2565
Tortoise Investment Management
New York
$98.2K +$8.17K +30 +10%
FFC
2566
First Financial Corp
Indiana
$97.1K – – –
RA
2567
Rise Advisors
New York
$94.2K +$81.7K +300 +1,111%
Larson Financial Group
2568
Larson Financial Group
Missouri
$89.4K -$10.9K -40 -11%
APC
2569
Aspire Private Capital
North Carolina
$88.8K -$10.1K -37 -11%
KA
2570
Kozak & Associates
Colorado
$85.7K – – –
BIA
2571
Bell Investment Advisors
California
$85K +$545 +2 +0.7%
POIA
2572
Pin Oak Investment Advisors
Texas
$84K -$27.2K -100 -26%
RWM
2573
Raffa Wealth Management
District of Columbia
$83.1K +$545 +2 +0.7%
GJIA
2574
Glass Jacobson Investment Advisors
Maryland
$81.5K – – –
TCG
2575
Transcendent Capital Group
Oklahoma
$81.1K +$76.8K +282 New