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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
2501
Pathstone Family Office
New Jersey
$118K -$35.9K -305 -24%
CT
2502
Clearstead Trust
Maine
$114K – – –
ME
2503
McIlrath & Eck
Washington
$113K -$3.65K -31 -3%
EARNEST Partners
2504
EARNEST Partners
Georgia
$109K -$9.54K -81 -8%
MS
2505
Mizuho Securities
Japan
$108K – – –
LD
2506
Lipe & Dalton
New York
$107K -$4.71K -40 -4%
TCWM
2507
Total Clarity Wealth Management
Illinois
$106K +$103K +878 New
AP
2508
Arlington Partners
Alabama
$103K – – –
SCA
2509
Stuart Chaussee & Associates
California
$101K -$199K -1,690 -67%
DRS
2510
Deane Retirement Strategies
Louisiana
$101K – – –
TCM
2511
TD Capital Management
Tennessee
$97K -$26.6K -226 -22%
1NWS
2512
1 North Wealth Services
Maryland
$97K +$118 +1 +0.1%
SFA
2513
Semmax Financial Advisors
North Carolina
$95K -$1.65K -14 -2%
BC
2514
Barnett & Company
Tennessee
$94K +$4.48K +38 +5%
LWM
2515
Lionsbridge Wealth Management
Florida
$94K +$91.8K +779 New
CFD
2516
Creative Financial Designs
Indiana
$92K -$1.65K -14 -2%
LWA
2517
Lowe Wealth Advisors
Maryland
$89K -$49.9K -424 -36%
NO
2518
Ninety One
South Africa
$87K – – –
BCI
2519
Brinker Capital Investments
Pennsylvania
$86K -$9.42K -80 -10%
IRAG
2520
Investment Research & Advisory Group
Georgia
$85K +$82.8K +703 New
MWC
2521
MBM Wealth Consultants
Missouri
$83K +$31.1K +264 +62%
AIS
2522
Accurate Investment Solutions
Pennsylvania
$81K +$8.72K +74 +12%
LPWM
2523
Lake Point Wealth Management
Texas
$81K +$79.6K +676 New
MIM
2524
Macroview Investment Management
Maryland
$80K – – –
RWG
2525
Regal Wealth Group
California
$75K +$824 +7 +1%