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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
2376
Pin Oak Investment Advisors
Texas
$76K – – –
BIA
2377
Bell Investment Advisors
California
$74.6K +$13.4K +50 +21%
KA
2378
Kozak & Associates
Colorado
$74K – – –
RWM
2379
Raffa Wealth Management
District of Columbia
$73.8K -$268 -1 -0.4%
EARNEST Partners
2380
EARNEST Partners
Georgia
$73.5K – – –
APC
2381
Aspire Private Capital
North Carolina
$72.2K -$536 -2 -0.7%
OC
2382
Oakmont Corp
California
$71K – – –
AFS
2383
Annapolis Financial Services
Maryland
$70.9K -$13.4K -50 -16%
MAM
2384
Marquette Asset Management
Minnesota
$68.5K – – –
JFG
2385
JDM Financial Group
Texas
$67.9K +$69.4K +259 New
KHC
2386
Koesten Hirschmann & Crabtree
Kansas
$66K +$67.3K +251 New
DWMG
2387
DB Wealth Management Group
California
$65.7K – – –
NFSG
2388
Newbridge Financial Services Group
Florida
$65.4K +$33K +123 +98%
IAS
2389
IMA Advisory Services
Colorado
$64.1K -$4.29K -16 -6%
GJIA
2390
Glass Jacobson Investment Advisors
Maryland
$63K +$64.3K +240 New
FCA
2391
Fortis Capital Advisors
Kansas
$62.8K +$64.1K +239 New
IWP
2392
IAG Wealth Partners
Wisconsin
$60.7K -$5.36K -20 -8%
BCMLT
2393
Beacon Capital Management LLC (Tennessee)
Tennessee
$59.5K -$4.02K -15 -6%
NSB
2394
Norway Savings Bank
Maine
$59.1K – – –
RTL
2395
Red Tortoise LLC
Georgia
$59.1K +$60.3K +225 New
MTIC
2396
Missouri Trust & Investment Company
Missouri
$59K – – –
FFL
2397
Financial Freedom LLC
Ohio
$58.7K +$60K +224 New
LWA
2398
Lowe Wealth Advisors
Maryland
$58.3K – – –
CH
2399
Canton Hathaway
Rhode Island
$56K – – –
JEST
2400
JTC Employer Solutions Trustee
Jersey
$56K – – –