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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2276
Wealth Architects
California
$202K +$8.26K +68 +4%
SQA
2277
Simon Quick Advisors
New Jersey
$199K -$20.3K -167 -9%
FEM
2278
Fulcrum Equity Management
Texas
$198K +$1.94K +16 +1%
IRC
2279
Investors Research Corp
Georgia
$198K +$30.4K +250 +18%
ST
2280
Sageworth Trust
Pennsylvania
$193K -$67.8K -558 -26%
QT
2281
Quantamental Technologies
New York
$192K +$166K +1,366 +532%
TFA
2282
Toth Financial Advisory
Virginia
$182K -$41.9K -345 -18%
CCA
2283
Catalyst Capital Advisors
New York
$177K – – –
NCM
2284
New Capital Management
Texas
$172K -$4.25K -35 -2%
HIIFS
2285
Harel Insurance Investments & Financial Services
Israel
$170K -$178K -1,468 -51%
PWMG
2286
Prestige Wealth Management Group
New Jersey
$165K +$5.71K +47 +3%
LGWM
2287
Litman Gregory Wealth Management
California
$164K -$23.6K -194 -12%
SIA
2288
SeaBridge Investment Advisors
New Jersey
$161K – – –
TFO
2289
Tarbox Family Office
California
$160K -$2.06K -17 -1%
HGWM
2290
Harvest Group Wealth Management
Massachusetts
$158K +$486 +4 +0.3%
C
2291
Cerebellum
California
$155K +$31.9K +263 +25%
LWM
2292
Lenox Wealth Management
Ohio
$153K +$10.9K +90 +7%
PFO
2293
Pathstone Family Office
New Jersey
$152K -$407K -3,350 -72%
CA
2294
Centerpoint Advisors
Massachusetts
$152K – – –
LF
2295
Lee Financial
Texas
$149K -$37.4K -308 -20%
LWS
2296
Lucia Wealth Services
California
$148K -$34.6K -285 -19%
SMG
2297
Spectrum Management Group
Indiana
$148K – – –
IFA
2298
Interactive Financial Advisors
Illinois
$147K – – –
SIAS
2299
Shine Investment Advisory Services
Colorado
$146K +$41.3K +340 +38%
BWA
2300
Burt Wealth Advisors
Maryland
$145K -$14.7K -121 -9%
90 91
92
93 94