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Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
3201
J. Safra Asset Management
New York
$176K – – –
AA
3202
AlphaMark Advisors
Kentucky
$176K +$20.4K +126 +14%
LJHT
3203
Laurie J. Hall Trustee
$173K – – –
SCA
3204
Stuart Chaussee & Associates
California
$169K – – –
CSC
3205
Cove Street Capital
California
$167K – – –
AWM
3206
Abound Wealth Management
Tennessee
$165K -$646 -4 -0.4%
AI
3207
AXS Investments
New York
$162K -$135K -837 -47%
HWM
3208
HighMark Wealth Management
Minnesota
$158K +$33.1K +205 +28%
PWMG
3209
Prestige Wealth Management Group
New Jersey
$157K -$323 -2 -0.2%
WCMN
3210
Westchester Capital Management (Nebraska)
Nebraska
$157K – – –
MFT
3211
Moisand Fitzgerald Tamayo
Florida
$155K +$47K +291 +46%
PP
3212
PrairieView Partners
Minnesota
$155K -$22.8K -141 -13%
CMP
3213
Coston McIsaac & Partners
Maine
$153K +$49.7K +308 +51%
DEM
3214
Disciplined Equity Management
Florida
$152K – – –
GFL
3215
Granite FO LLC
New Hampshire
$152K – – –
ACM
3216
Antonetti Capital Management
Florida
$152K – – –
TWP
3217
TFO Wealth Partners
Ohio
$151K +$79.8K +494 +106%
JMF
3218
Johnson Midwest Financial
Iowa
$149K +$8.08K +50 +6%
EARNEST Partners
3219
EARNEST Partners
Georgia
$147K – – –
FFL
3220
Financial Freedom LLC
Ohio
$142K +$1.13K +7 +0.8%
SFCL
3221
Strengthening Families & Communities LLC
Massachusetts
$142K -$21K -130 -13%
CYG
3222
Clean Yield Group
Vermont
$136K -$6.3K -39 -4%
NF
3223
Norwood Financial
Pennsylvania
$136K – – –
HWA
3224
HHM Wealth Advisors
Tennessee
$135K – – –
MSFP
3225
Mark Sheptoff Financial Planning
Connecticut
$135K – – –