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Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
2876
Financial Synergies Wealth Advisors
Texas
$141K -$11K -223 -8%
TF
2877
TimeScale Financial
Massachusetts
$141K +$935 +19 +0.7%
SWM
2878
Sugarloaf Wealth Management
Georgia
$138K -$52.1K -1,059 -28%
CCC
2879
Chelsea Counsel Company
California
$137K
HFM
2880
Hartford Financial Management
Connecticut
$135K
SC
2881
Stephens Consulting
Michigan
$134K +$492 +10 +0.4%
CWC
2882
Carolinas Wealth Consulting
North Carolina
$130K -$1.77K -36 -1%
SWA
2883
Sutton Wealth Advisors
Florida
$129K -$394 -8 -0.3%
FC
2884
Family CFO
California
$125K
YDMI
2885
Y.D. More Investments
Israel
$121K -$7.87K -160 -6%
NFSG
2886
Newbridge Financial Services Group
Florida
$121K +$12.9K +262 +13%
HFS
2887
HBC Financial Services
Washington
$118K -$49.2K -1,000 -30%
NECFA
2888
New England Capital Financial Advisors
Connecticut
$116K +$885 +18 +0.8%
DWA
2889
Dougherty Wealth Advisers
Minnesota
$111K
PPWM
2890
PFG Private Wealth Management
Florida
$109K +$394 +8 +0.4%
CA
2891
Crewe Advisors
Utah
$109K -$21.2K -432 -17%
EARNEST Partners
2892
EARNEST Partners
Georgia
$105K
FMTCOCP
2893
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$105K -$4.67K -95 -4%
BCM
2894
Basso Capital Management
Connecticut
$104K +$99.3K +2,018 New
RP
2895
Rowlandmiller & Partners
Georgia
$104K
RG
2896
Richelieu Gestion
France
$103K -$88.5K -1,800 -47%
CTWM
2897
Cherry Tree Wealth Management
Minnesota
$103K +$97.9K +1,990 New
BIA
2898
Bell Investment Advisors
California
$99.7K +$6.1K +124 +7%
CMP
2899
Coston McIsaac & Partners
Maine
$92K +$443 +9 +0.5%
BBPWM
2900
Blue Bell Private Wealth Management
Pennsylvania
$91.8K +$5.95K +121 +7%