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Name Holding Trade Value Shares
Change
Change in
Stake
PRC
1876
Pearl River Capital
Michigan
$18K +$19.4K +162 New
PWM
1877
PRW Wealth Management
Massachusetts
$18K +$21K +175 New
CQS
1878
Credential Qtrade Securities
$17.3K -$45.1K -376 -70%
RFWA
1879
RPg Family Wealth Advisory
Massachusetts
$17.1K -$6.24K -52 -25%
CCS
1880
Crosspoint Capital Strategies
California
$17K +$18.8K +157 New
HCM
1881
Horrell Capital Management
Arkansas
$16K – – –
NCM
1882
Next Capital Management
New York
$16K +$17.9K +149 New
NS
1883
NewDay Solutions
New Hampshire
$15K +$16.8K +140 New
Loomis, Sayles & Company
1884
Loomis, Sayles & Company
Massachusetts
$14K +$15.2K +127 New
BCA
1885
Bray Capital Advisors
Florida
$13K – – –
LF
1886
Lee Financial
Texas
$12K -$13.2K -110 -49%
MSFP
1887
Mark Sheptoff Financial Planning
Connecticut
$11K -$65.1K -542 -84%
SC
1888
Skylands Capital
Wisconsin
$11K – – –
RWM
1889
Raffa Wealth Management
District of Columbia
$10K – – –
CRM
1890
Cramer Rosenthal McGlynn
Connecticut
$7K – – –
SCM
1891
Stumpf Capital Management
Arizona
$7K – – –
CA
1892
Crewe Advisors
Utah
$6K – – –
IF
1893
Ironwood Financial
Arizona
$6K – – –
LGWM
1894
Litman Gregory Wealth Management
California
$6K – – –
SQA
1895
Simon Quick Advisors
New Jersey
$5K +$1.44K +12 +33%
1NWS
1896
1 North Wealth Services
Maryland
$5K +$6K +50 New
LFG
1897
LifePlan Financial Group
Ohio
$3K – – –
DWA
1898
Dougherty Wealth Advisers
Minnesota
$2K +$2.16K +18 New
LPWM
1899
Lake Point Wealth Management
Texas
$2K +$2.16K +18 New
GTAM
1900
Global Trust Asset Management
Florida
$1K – – –