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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
651
EARNEST Partners
Georgia
$12K – – –
AFS
652
Annapolis Financial Services
Maryland
$11K -$2.65K -26 -17%
SWM
653
Sugarloaf Wealth Management
Georgia
$11K +$102 +1 +0.7%
MCM
654
MV Capital Management
Maryland
$11K +$2.55K +25 +25%
PCG
655
Private Capital Group
Connecticut
$11K +$2.86K +28 +30%
VWM
656
Valley Wealth Managers
New Jersey
$11K +$12.8K +125 New
CJL
657
Cyrus J. Lawrence
New York
$10K -$504K -4,935 -98%
SC
658
Sierra Capital
Florida
$10K -$6.22K -61 -35%
HNB
659
Huntington National Bank
Ohio
$10K -$2.14K -21 -15%
HWM
660
HighMark Wealth Management
Minnesota
$10K – – –
CFO
661
CVA Family Office
Colorado
$10K +$9.69K +95 +475%
RA
662
Rise Advisors
New York
$10K +$11K +108 New
TWC
663
TD Waterhouse Canada
Ontario, Canada
$9.03K -$13.2K -129 -58%
BWM
664
Baystate Wealth Management
Massachusetts
$9K – – –
EA
665
Evolution Advisers
Virginia
$9K – – –
CAC
666
Core Alternative Capital
Georgia
$9K +$5K +49 +91%
GWMIA
667
Global Wealth Management Investment Advisory
Florida
$9K +$10.2K +100 New
HR
668
Howe & Rusling
New York
$8K +$3.27K +32 +56%
CA
669
Clearstead Advisors
Ohio
$8K +$7.96K +78 +1,114%
AA
670
Addison Advisors
Vermont
$7K – – –
PWMG
671
Prestige Wealth Management Group
New Jersey
$6K -$102 -1 -1%
PB
672
Pinnacle Bancorp
Nebraska
$6K – – –
PGAM
673
Princeton Global Asset Management
New Jersey
$6K – – –
FMP
674
Financial Management Professionals
Texas
$6K +$510 +5 +8%
LF
675
Lee Financial
Texas
$6K +$5K +49 +181%