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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
3176
Orion Capital Management
California
$97.1K +$50.3K +300 +102%
FWA
3177
FSC Wealth Advisors
New York
$96.7K +$15.6K +93 +19%
Loomis, Sayles & Company
3178
Loomis, Sayles & Company
Massachusetts
$96K -$420K -2,507 -81%
SIC
3179
SJS Investment Consulting
Ohio
$90K -$56K -334 -38%
FA
3180
Fortis Advisors
Pennsylvania
$88.4K – – –
DWA
3181
Delos Wealth Advisors
Texas
$87.6K – – –
LFA
3182
Level Financial Advisors
New York
$86.5K – – –
SC
3183
Stephens Consulting
Michigan
$81.7K -$2.85K -17 -3%
GAG
3184
Goodman Advisory Group
Massachusetts
$81.4K – – –
FDCC
3185
Foster Dykema Cabot & Co
Massachusetts
$78K +$80K +477 New
CPFP
3186
Clear Perspectives Financial Planning
Ohio
$74.6K – – –
GA
3187
GoalVest Advisory
New York
$71.5K +$21.3K +127 +41%
CWM
3188
CarsonAllaria Wealth Management
Illinois
$70K +$503 +3 +0.7%
RWM
3189
Ruedi Wealth Management
Illinois
$69.5K -$20.3K -121 -22%
RA
3190
Rational Advisors
New York
$65.3K -$1.04M -6,189 -94%
PFG
3191
Piershale Financial Group
Illinois
$65.3K – – –
MCM
3192
Magnolia Capital Management
New York
$65K – – –
BSWA
3193
Bromfield Sneider Wealth Advisors
Massachusetts
$63.6K – – –
GCWM
3194
Graham Capital Wealth Management
District of Columbia
$58.6K +$60.2K +359 New
CM
3195
Cornerstone Management
Georgia
$56.1K – – –
KHC
3196
Koesten Hirschmann & Crabtree
Kansas
$55.5K – – –
HWP
3197
Highline Wealth Partners
California
$53.7K +$41.4K +247 +301%
RAM
3198
Riggs Asset Management
Pennsylvania
$53.4K – – –
NOI
3199
Newton One Investments
Delaware
$53K – – –
BCPWM
3200
Bradley & Co Private Wealth Management
Florida
$52.2K – – –