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Name Holding Trade Value Shares
Change 		Change in
Stake
EM
2276
ELCO Management
New York
$202K – – –
WA
2277
Wealth Architects
California
$202K +$8.26K +68 +4%
SQA
2278
Simon Quick Advisors
New Jersey
$199K -$20.3K -167 -9%
FEM
2279
Fulcrum Equity Management
Texas
$198K +$1.94K +16 +1%
IRC
2280
Investors Research Corp
Georgia
$198K +$30.4K +250 +18%
ST
2281
Sageworth Trust
Pennsylvania
$193K -$67.8K -558 -26%
QT
2282
Quantamental Technologies
New York
$192K +$166K +1,366 +532%
TFA
2283
Toth Financial Advisory
Virginia
$182K -$41.9K -345 -18%
CCA
2284
Catalyst Capital Advisors
New York
$177K – – –
NCM
2285
New Capital Management
Texas
$172K -$4.25K -35 -2%
HIIFS
2286
Harel Insurance Investments & Financial Services
Israel
$170K -$178K -1,468 -51%
PWMG
2287
Prestige Wealth Management Group
New Jersey
$165K +$5.71K +47 +3%
LGWM
2288
Litman Gregory Wealth Management
California
$164K -$23.6K -194 -12%
SIA
2289
SeaBridge Investment Advisors
New Jersey
$161K – – –
TFO
2290
Tarbox Family Office
California
$160K -$2.06K -17 -1%
HGWM
2291
Harvest Group Wealth Management
Massachusetts
$158K +$486 +4 +0.3%
C
2292
Cerebellum
California
$155K +$31.9K +263 +25%
LWM
2293
Lenox Wealth Management
Ohio
$153K +$10.9K +90 +7%
PFO
2294
Pathstone Family Office
New Jersey
$152K -$407K -3,350 -72%
CA
2295
Centerpoint Advisors
Massachusetts
$152K – – –
LF
2296
Lee Financial
Texas
$149K -$37.4K -308 -20%
LWS
2297
Lucia Wealth Services
California
$148K -$34.6K -285 -19%
SMG
2298
Spectrum Management Group
Indiana
$148K – – –
IFA
2299
Interactive Financial Advisors
Illinois
$147K – – –
SIAS
2300
Shine Investment Advisory Services
Colorado
$146K +$41.3K +340 +38%
90 91
92
93 94