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Name Holding Trade Value Shares
Change
Change in
Stake
DEM
3151
Disciplined Equity Management
Florida
$162K – – –
CAL
3152
Capital Advisors Ltd
Ohio
$161K +$273K +1,567 +412%
PWMG
3153
Prestige Wealth Management Group
New Jersey
$160K +$8.38K +48 +6%
SIC
3154
SJS Investment Consulting
Ohio
$159K -$89.2K -511 -37%
TCM
3155
TD Capital Management
Tennessee
$158K +$7.5K +43 +5%
EARNEST Partners
3156
EARNEST Partners
Georgia
$157K – – –
NF
3157
Norwood Financial
Pennsylvania
$153K -$873 -5 -0.6%
HT
3158
Headlands Technologies
Illinois
$153K +$149K +854 New
MWM
3159
Mascoma Wealth Management
New Hampshire
$152K -$9.07K -52 -6%
EI
3160
Ellevest Inc
New York
$151K +$147K +840 New
AFS
3161
Annapolis Financial Services
Maryland
$148K -$15.9K -91 -10%
FFL
3162
Financial Freedom LLC
Ohio
$147K +$143K +821 New
JMF
3163
Johnson Midwest Financial
Iowa
$145K +$3.67K +21 +3%
TC
3164
Truvestments Capital
Florida
$144K +$18.8K +108 +16%
KIA
3165
Kraematon Investment Advisors
Massachusetts
$144K +$140K +803 New
CBC
3166
Coombe, Bender & Co
New York
$144K +$140K +803 New
TFM
3167
TFC Financial Management
Massachusetts
$142K +$524 +3 +0.4%
PGAM
3168
Princeton Global Asset Management
New Jersey
$141K – – –
TWD
3169
True Wealth Design
Ohio
$140K +$136K +780 New
PG
3170
Proffitt & Goodson
Tennessee
$134K – – –
RWMH
3171
Riverpoint Wealth Management Holdings
Illinois
$133K +$129K +739 New
LWA
3172
Lowe Wealth Advisors
Maryland
$132K – – –
AWM
3173
Avondale Wealth Management
Texas
$129K +$87.3K +500 +227%
UIA
3174
Ulland Investment Advisors
Minnesota
$129K – – –
IRAG
3175
Investment Research & Advisory Group
Georgia
$126K – – –