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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1201
MCF Advisors
Kentucky
$20K +$21.6K +115 New
FPFS
1202
First Personal Financial Services
North Carolina
$19K -$4.13K -22 -17%
AIP
1203
Ahrens Investment Partners
Louisiana
$19K
ADL
1204
Asset Dedication LLC
California
$19K
PA
1205
PSI Advisors
Florida
$19K
MIFH
1206
Migdal Insurance & Financial Holdings
Israel
$18K -$12.4K -66 -40%
PWMG
1207
Prestige Wealth Management Group
New Jersey
$18K -$6.01K -32 -24%
CAC
1208
Core Alternative Capital
Georgia
$18K +$14.3K +76 +271%
WWM
1209
Wolff Wiese Magana
California
$16K -$188 -1 -1%
GCM
1210
Gables Capital Management
Florida
$16K
NOI
1211
Newton One Investments
Delaware
$15K -$2.82K -15 -15%
EIM
1212
Essex Investment Management
Massachusetts
$15K
JEST
1213
JTC Employer Solutions Trustee
Jersey
$15K
SC
1214
Steph & Co
Wisconsin
$15K
HCP
1215
Hexagon Capital Partners
Arkansas
$15K +$1.31K +7 +9%
GC
1216
Gould Capital
Washington
$15K +$1.5K +8 +10%
OIS
1217
Okabena Investment Services
Minnesota
$14K -$138K -735 -90%
HL
1218
Harding Loevner
New Jersey
$14K
IFAM
1219
Institutional & Family Asset Management
Colorado
$14K
AWM
1220
AllSquare Wealth Management
New York
$13K
NFSG
1221
Newbridge Financial Services Group
Florida
$13K +$7.51K +40 +125%
ATC
1222
Adirondack Trust Company
New York
$13K +$14.1K +75 New
RIM
1223
Rockbridge Investment Management
New York
$12.4K
IWP
1224
IAG Wealth Partners
Wisconsin
$12K -$2.44K -13 -16%
FCG
1225
Financial Connections Group
California
$12K