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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2226
Financial Advisors
Massachusetts
$238K +$263K +6,039 New
BBA
2227
Braun-Bostich & Associates
Pennsylvania
$237K -$282K -6,463 -52%
TI
2228
Truehand Inc
New Hampshire
$237K – – –
PEA
2229
Pacific Edge Advisors
California
$236K – – –
WG
2230
Watchman Group
Texas
$235K – – –
FI
2231
Fosun International
China
$234K -$1.06M -24,324 -80%
FIM
2232
Fernwood Investment Management
Massachusetts
$233K – – –
HCA
2233
Horan Capital Advisors
Ohio
$233K +$4.36K +100 +2%
KPCM
2234
Kings Point Capital Management
New York
$233K +$37.5K +860 +17%
PWMG
2235
Prestige Wealth Management Group
New Jersey
$232K -$6.84K -157 -3%
PBC
2236
Pavion Blue Capital
California
$231K -$31.1K -713 -11%
HR
2237
Hardy Reed
Mississippi
$231K +$255K +5,859 New
FCIM
2238
Fairview Capital Investment Management
California
$230K +$255K +5,850 New
CPC
2239
Consolidated Planning Corp
Georgia
$229K +$1.79K +41 +0.7%
PPW
2240
Pasadena Private Wealth
California
$228K +$2.18K +50 +0.9%
AA
2241
Advisory Alpha
Michigan
$227K +$9.28K +213 +4%
LWS
2242
Lucia Wealth Services
California
$227K +$33.3K +765 +15%
CBA
2243
Coastal Bridge Advisors
Connecticut
$226K -$41.7K -956 -14%
AC
2244
AlphaCore Capital
California
$226K – – –
PFA
2245
Pathway Financial Advisors
Vermont
$226K – – –
EWP
2246
Engrave Wealth Partners
Texas
$226K +$21.7K +498 +9%
NFC
2247
Northeast Financial Consultants
Connecticut
$225K -$63.9K -1,467 -20%
TGAM
2248
TBH Global Asset Management
Tennessee
$225K -$34.4K -790 -12%
VST
2249
Van Strum & Towne
California
$225K -$21.8K -500 -8%
SA
2250
SRH Advisors
Kansas
$225K +$69.7K +1,600 +39%
88 89
90
91 92