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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
3001
Orion Capital Management
California
$95.5K -$7.53K -25 -7%
RF
3002
Roxbury Financial
New Jersey
$93.8K +$301 +1 +0.3%
BCM
3003
Boreal Capital Management
Florida
$93.4K – – –
CMA
3004
Cedar Mountain Advisors
Oregon
$92.9K – – –
C
3005
Covestor
United Kingdom
$92K +$4.82K +16 +6%
GWM
3006
Gilpin Wealth Management
Colorado
$89.1K +$87K +289 New
RA
3007
RiverPark Advisors
New York
$88.1K +$86.1K +286 New
LWM
3008
Lodestone Wealth Management
Washington
$87.8K +$85.8K +285 New
SWIM
3009
Smallwood Wealth Investment Management
New Jersey
$86.6K -$602 -2 -0.7%
WWA
3010
Wealth Watch Advisors
Colorado
$86.2K -$6.93K -23 -8%
CFP
3011
Comprehensive Financial Planning
Pennsylvania
$85.6K +$78.9K +262 +1,638%
IW
3012
Imprint Wealth
South Carolina
$85K -$96.7K -321 -54%
FDW
3013
Fourth Dimension Wealth
Ohio
$82.2K +$5.12K +17 +7%
AFC
3014
Ares Financial Consulting
California
$81.7K +$79.8K +265 New
HHGA
3015
Halbert Hargrove Global Advisors
California
$81.6K +$63.5K +211 +391%
MFT
3016
Moisand Fitzgerald Tamayo
Florida
$80.7K – – –
CIAS
3017
CBIZ Investment Advisory Services
Ohio
$79.2K +$11.7K +39 +18%
TFG
3018
Team Financial Group
California
$79K -$4.82K -16 -6%
FGA
3019
Fortis Group Advisors
New Jersey
$77.9K – – –
HCM
3020
Horrell Capital Management
Arkansas
$77K – – –
AW
3021
Avion Wealth
Texas
$77K +$1.2K +4 +2%
FFO
3022
Fortitude Family Office
Arizona
$75.2K +$903 +3 +1%
SC
3023
Solstein Capital
California
$74.9K – – –
NL
3024
Navalign LLC
California
$74.9K +$73.2K +243 New
GWSA
3025
Global Wealth Strategies & Associates
Colorado
$74.5K +$7.23K +24 +11%
119 120
121
122 123