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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
751
Harbor Investment Advisory
Maryland
$826 – – –
TBFA
752
Three Bearings Fiduciary Advisors
New Hampshire
$826 – – –
AWM
753
Abound Wealth Management
Tennessee
$744 – – –
CWP
754
Clark Wealth Partners
Illinois
$579 -$180 -2 -22%
FDCP
755
Foster Dykema Cabot & Partners
Massachusetts
$578 – – –
HFS
756
Hughes Financial Services
Virginia
$578 +$450 +5 +250%
CPG
757
Cornerstone Planning Group
New Jersey
$536 -$810 -9 -60%
MAM
758
Marquette Asset Management
Minnesota
$496 – – –
APW
759
Atlantic Private Wealth
North Carolina
$417 – – –
SWAG
760
Spectrum Wealth Advisory Group
California
$416 +$450 +5 New
APW
761
Aventura Private Wealth
Florida
$413 – – –
RF
762
Robbins Farley
New Hampshire
$413 – – –
SC
763
SouthState Corp
Florida
$413 – – –
PS
764
Planning Strategies
Pennsylvania
$413 +$450 +5 New
QWM
765
Quaker Wealth Management
New Jersey
$331 -$90 -1 -20%
GIA
766
GHP Investment Advisors
Colorado
$331 – – –
DF
767
DecisionPoint Financial
Arizona
$326 +$360 +4 New
PMFA
768
Plante Moran Financial Advisors
Michigan
$248 +$270 +3 New
ACA
769
Atlas Capital Advisors
Wyoming
$247 – – –
HRC
770
Hoertkorn Richard Charles
$83 – – –
WA
771
WestEnd Advisors
North Carolina
$83 – – –
MCA
772
Maryland Capital Advisors
Maryland
$83 +$90 +1 New
Man Group
773
Man Group
United Kingdom
– -$21M -224,571 Closed
MGCM
774
Mane Global Capital Management
New York
– -$18M -192,708 Closed
EGP
775
Entrust Global Partners
New York
– -$18M -192,430 Closed