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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1351
Osterweis Capital Management
California
$60K
BIM
1352
Breakwater Investment Management
Washington
$59K
IAS
1353
IMA Advisory Services
Colorado
$57.3K +$54.8K +224 New
CAS
1354
Coppell Advisory Solutions
Texas
$53.4K -$2.2K -9 -4%
MA
1355
MCF Advisors
Kentucky
$53.2K
HWM
1356
Hemington Wealth Management
Virginia
$53K +$52.8K +216 New
ADL
1357
Asset Dedication LLC
California
$52.6K +$48.2K +197 +2,189%
RA
1358
Rational Advisors
New York
$51.8K -$6.12K -25 -11%
GEA
1359
Glen Eagle Advisors
New Jersey
$51.3K -$24.5K -100 -33%
KC
1360
Knuff & Co
California
$51.1K
CA
1361
Centerpoint Advisors
Massachusetts
$51K
RFG
1362
REAP Financial Group
Texas
$50.8K
BONH
1363
Bank of New Hampshire
New Hampshire
$48.3K
DCP
1364
DSM Capital Partners
Florida
$48.3K
TFGT
1365
TS Financial Group (TSFG)
Illinois
$48K
GFPC
1366
Global Financial Private Client
Florida
$47K +$3.91K +16 +10%
DMBA
1367
Deseret Mutual Benefit Administrators
Utah
$46.2K -$5.38K -22 -11%
CA
1368
Crewe Advisors
Utah
$46K -$72.7K -297 -62%
LOIP
1369
Live Oak Investment Partners
Texas
$46K
A
1370
AlphaQuest
New York
$43.7K +$9.54K +39 +30%
ACA
1371
American Capital Advisory
Idaho
$43.4K
FFO
1372
Fortitude Family Office
Arizona
$43.4K +$6.36K +26 +18%
MRC
1373
Millburn Ridgefield Corp
New York
$43.2K -$5.38K -22 -12%
CSWM
1374
Cassady Schiller Wealth Management
Ohio
$43.2K
WCM
1375
Winthrop Capital Management
Indiana
$43K