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Name Holding Trade Value Shares
Change
Change in
Stake
PCH
2151
PGIM Custom Harvest
New Jersey
$43K – – –
CCM
2152
Cribstone Capital Management
Maine
$42K +$2.87K +21 +8%
PCFFS
2153
Pacific Center for Financial Services
California
$40K – – –
JWM
2154
Janiczek Wealth Management
Colorado
$40K +$16.8K +123 +75%
EIP
2155
Ellis Investment Partners
Pennsylvania
$39K +$137 +1 +0.4%
AIL
2156
AGF Investments LLC
Ontario, Canada
$39K +$820 +6 +2%
SPWG
2157
Sage Private Wealth Group
Illinois
$37K – – –
MFT
2158
Moisand Fitzgerald Tamayo
Florida
$35K – – –
HWMA
2159
Heritage Wealth Management (Arizona)
Arizona
$34K -$4.51K -33 -12%
DWMG
2160
DB Wealth Management Group
California
$34K – – –
ICM
2161
Islay Capital Management
Texas
$33K – – –
FA
2162
Financial Avengers
California
$30K +$4.38K +32 +18%
WPA
2163
West Paces Advisors
Georgia
$29.3K – – –
EWM
2164
Edge Wealth Management
New York
$29K – – –
GWMIA
2165
Global Wealth Management Investment Advisory
Florida
$29K – – –
BCA
2166
Bray Capital Advisors
Florida
$29K +$1.5K +11 +6%
RA
2167
Resolute Advisors
California
$28K – – –
SFPG
2168
Stonebridge Financial Planning Group
Florida
$27K – – –
FI
2169
FormulaFolio Investments
Michigan
$26K +$3.69K +27 +17%
SQA
2170
Simon Quick Advisors
New Jersey
$23K -$52.1K -381 -69%
MFM
2171
MD Financial Management
Ontario, Canada
$22K +$14.4K +105 +210%
BBL
2172
Beck Bode LLC
Massachusetts
$22K +$21.5K +157 New
MFG
2173
Monumental Financial Group
Maryland
$22K +$21.5K +157 New
RFWA
2174
RPg Family Wealth Advisory
Massachusetts
$22K +$21.5K +157 New
CA
2175
Centerpoint Advisors
Massachusetts
$21K – – –