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Name Holding Trade Value Shares
Change
Change in
Stake
LWS
1876
Lucia Wealth Services
California
$66K
WCM
1877
Wealthcare Capital Management
Virginia
$65K +$525 +4 +0.8%
CAL
1878
Capital Advisors Ltd
Ohio
$58K +$263 +2 +0.5%
WIM
1879
Westside Investment Management
California
$57.8K +$255K +1,940 New
NCM
1880
New Capital Management
Texas
$57K +$525 +4 +0.9%
FGAM
1881
Financial Gravity Asset Management
Texas
$56K -$71.7K -546 -56%
EWM
1882
Edge Wealth Management
New York
$55K -$23.9K -182 -30%
Kayne Anderson Rudnick Investment Management
1883
Kayne Anderson Rudnick Investment Management
California
$55K +$54.9K +418 New
APW
1884
Acima Private Wealth
Virginia
$53K
BAM
1885
Baldrige Asset Management
Pennsylvania
$53K
APSP
1886
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K +$263 +2 +0.5%
KC
1887
Knuff & Co
California
$52K
MS
1888
Mizuho Securities
Japan
$52K +$52.2K +397 New
PWMG
1889
Prestige Wealth Management Group
New Jersey
$51K -$14.3K -109 -22%
TFGT
1890
TS Financial Group (TSFG)
Illinois
$49K -$3.15K -24 -6%
W
1891
WealthStone
Ohio
$47.7K +$47.6K +362 New
WPA
1892
West Paces Advisors
Georgia
$46.5K -$6.83K -52 -13%
BCA
1893
Bray Capital Advisors
Florida
$46K
SIAP
1894
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$46K
TAIM
1895
TD Ameritrade Investment Management
Nebraska
$45K -$41.6K -317 -48%
GT
1896
Glenmede Trust
Pennsylvania
$43.3K -$3.31M -25,195 -7%
AFIA
1897
America First Investment Advisors
Nebraska
$41K
AJ
1898
Ashburton (Jersey)
Jersey
$38K +$38.2K +291 New
LFG
1899
LifePlan Financial Group
Ohio
$36K +$31.9K +243 +838%
MIM
1900
Macroview Investment Management
Maryland
$35K -$1.31K -10 -4%