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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
2051
Bare Financial Services
Pennsylvania
$1.34K -$536 -6 -32%
NL
2052
NorthAvenue LLC
Ohio
$1.24K – – –
SWAG
2053
Spectrum Wealth Advisory Group
California
$1.22K +$1.07K +12 New
SA
2054
Seneschal Advisors
Washington
$1.14K -$27.7K -310 -97%
EWM
2055
Evolution Wealth Management
Florida
$1.14K – – –
PJC
2056
Phillip James Consulting
Minnesota
$1.14K – – –
UIA
2057
Ulland Investment Advisors
Minnesota
$1K – – –
NWM
2058
Navigoe Wealth Management
California
$1K +$1.16K +13 New
MWM
2059
Mosley Wealth Management
California
$931 +$803 +9 New
BIM
2060
Breakwater Investment Management
Washington
$828 – – –
NWMP
2061
Noble Wealth Management PBC
Colorado
$828 +$714 +8 New
JGIA
2062
Jackson Grant Investment Advisers
Connecticut
$724 +$625 +7 New
RJA
2063
Ross\Johnson & Associates
Minnesota
$621 +$357 +4 +200%
T
2064
Tidemark
California
$621 +$536 +6 New
FG
2065
Fairman Group
Pennsylvania
$517 – – –
BMC
2066
Bear Mountain Capital
Washington
$319 – – –
HIA
2067
Highland Investment Advisors
Florida
$310 +$268 +3 New
CWM
2068
Cranbrook Wealth Management
Michigan
$250 -$26.6K -298 -99%
CI
2069
Cordant Inc
Oregon
$239 +$179 +2 New
RWM
2070
RMG Wealth Management
Wisconsin
$211 – – –
3FI
2071
3 Factor Indexing
California
$207 -$6.25K -70 -97%
SRCM
2072
Signature Resources Capital Management
California
$207 +$179 +2 New
EC
2073
Elequin Capital
New York
$103 +$89 +1 New
Hotchkis & Wiley Capital Management
2074
Hotchkis & Wiley Capital Management
California
– -$201M -2,794,787 Closed
VPI
2075
Value Partners Investments
Manitoba, Canada
– -$38.8M -539,973 Closed