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Name Holding Trade Value Shares
Change
Change in
Stake
Grimes & Company
2301
Grimes & Company
Massachusetts
$221K +$190K +839 New
AWA
2302
Archvest Wealth Advisors
California
$220K +$189K +836 New
MWM
2303
Mosley Wealth Management
California
$219K +$189K +834 New
P8IP
2304
Pier 88 Investment Partners
California
$218K -$106K -470 -36%
MAWA
2305
Moss Adams Wealth Advisors
Washington
$218K +$188K +829 New
SPWG
2306
Sage Private Wealth Group
Illinois
$218K -$42.3K -187 -18%
EFG
2307
Ethos Financial Group
Pennsylvania
$218K +$187K +827 New
C
2308
Covestor
United Kingdom
$216K +$92.6K +409 +100%
GA
2309
GFS Advisors
Texas
$216K +$186K +820 New
HFP
2310
Holistic Financial Partners
Indiana
$216K +$185K +819 New
VCM
2311
Vivaldi Capital Management
Illinois
$215K +$173K +765 New
4WM
2312
49 Wealth Management
Texas
$214K +$184K +815 New
WDC
2313
Woodward Diversified Capital
California
$214K +$184K +815 New
World Investment Advisors
2314
World Investment Advisors
California
$214K +$184K +815 New
MPCL
2315
My Personal CFO LLC
Washington
$214K -$57.9K -256 -24%
MAM
2316
Milestone Asset Management
Pennsylvania
$214K +$184K +814 New
Pure Financial Advisors
2317
Pure Financial Advisors
California
$214K +$184K +813 New
FNWM
2318
Financial Network Wealth Management
Utah
$214K +$185K +816 New
ACA
2319
Affinity Capital Advisors
California
$214K +$184K +812 New
FMP
2320
Financial Management Professionals
Texas
$213K +$3.4K +15 +2%
CCG
2321
Catalina Capital Group
California
$213K +$183K +808 New
GWM
2322
Gray Wealth Management
Maine
$213K +$183K +808 New
HKIMG
2323
Hutchens & Kramer Investment Management Group
Indiana
$213K +$183K +808 New
JCM
2324
Jag Capital Management
Missouri
$212K -$5.07M -22,403 -97%
RMCM
2325
Reynders McVeigh Capital Management
Massachusetts
$212K +$182K +805 New