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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1876
AUA Capital Management
Pennsylvania
$83K – – –
NCM
1877
Northstar Capital Management
New York
$83K – – –
EIP
1878
Ellis Investment Partners
Pennsylvania
$82K +$80.8K +615 New
SL
1879
Salomon & Ludwin
Virginia
$78K +$11K +84 +17%
PCFFS
1880
Pacific Center for Financial Services
California
$76K – – –
ONST
1881
Old North State Trust
North Carolina
$74K -$385K -2,929 -84%
APC
1882
Aspire Private Capital
North Carolina
$74K -$178K -1,355 -71%
MG
1883
MilWealth Group
Wisconsin
$72.8K +$2.63K +20 +4%
EI
1884
Ellevest Inc
New York
$69K +$68.8K +524 New
PCM
1885
Princeton Capital Management
New Jersey
$68K -$8.93K -68 -12%
BBA
1886
Braun-Bostich & Associates
Pennsylvania
$68K – – –
LWM
1887
Lenox Wealth Management
Ohio
$67K +$1.45K +11 +2%
LWS
1888
Lucia Wealth Services
California
$66K – – –
WCM
1889
Wealthcare Capital Management
Virginia
$65K +$525 +4 +0.8%
CAL
1890
Capital Advisors Ltd
Ohio
$58K +$263 +2 +0.5%
NCM
1891
New Capital Management
Texas
$57K +$525 +4 +0.9%
FGAM
1892
Financial Gravity Asset Management
Texas
$56K -$71.7K -546 -56%
EWM
1893
Edge Wealth Management
New York
$55K -$23.9K -182 -30%
Kayne Anderson Rudnick Investment Management
1894
Kayne Anderson Rudnick Investment Management
California
$55K +$54.9K +418 New
APW
1895
Acima Private Wealth
Virginia
$53K – – –
BAM
1896
Baldrige Asset Management
Pennsylvania
$53K – – –
APSP
1897
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K +$263 +2 +0.5%
KC
1898
Knuff & Co
California
$52K – – –
MS
1899
Mizuho Securities
Japan
$52K +$52.2K +397 New
PWMG
1900
Prestige Wealth Management Group
New Jersey
$51K -$14.3K -109 -22%