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Name Holding Trade Value Shares
Change
Change in
Stake
AW
2076
Alpha Windward
Massachusetts
$317K -$28.5K -609 -8%
GAM
2077
Gould Asset Management
California
$315K -$70.2K -1,500 -18%
TFA
2078
Transamerica Financial Advisors
Florida
$314K +$256K +5,460 +445%
BCM
2079
Beck Capital Management
Texas
$314K +$314K +6,702 New
AA
2080
Alesco Advisors
New York
$313K -$31K -663 -9%
RIS
2081
Retirement Income Solutions
Michigan
$312K -$21.6K -462 -6%
AEPG
2082
American Economic Planning Group
New Jersey
$311K -$22.9K -490 -7%
BWCS
2083
Beirne Wealth Consulting Services
Connecticut
$309K +$308K +6,577 New
LWM
2084
Liberty Wealth Management
California
$309K +$308K +6,584 New
BRC
2085
Bell Rock Capital
Delaware
$308K +$48.7K +1,041 +19%
PWM
2086
Paulson Wealth Management
Illinois
$308K +$66.7K +1,424 +29%
LIA
2087
LBMC Investment Advisors
Tennessee
$307K -$58.7K -1,253 -16%
HI
2088
Hendershot Investments
Virginia
$307K +$2.15K +46 +0.7%
CCM
2089
Community Capital Management
Florida
$305K +$304K +6,500 New
ACS
2090
Archford Capital Strategies
Illinois
$304K -$4.03K -86 -1%
ADMI
2091
Albert D. Mason Inc
Massachusetts
$304K -$2.34K -50 -0.8%
CYG
2092
Clean Yield Group
Vermont
$303K -$30.4K -650 -9%
Wealth Enhancement Advisory Services
2093
Wealth Enhancement Advisory Services
Minnesota
$301K – – –
CCA
2094
Clearwater Capital Advisors
Illinois
$300K +$10.5K +224 +4%
AGA
2095
Accuvest Global Advisors
Utah
$300K +$299K +6,390 New
ER
2096
Enlightenment Research
Florida
$300K +$300K +6,400 New
GC
2097
Gilbert & Cook
Iowa
$297K +$8.29K +177 +3%
EWA
2098
ERTS Wealth Advisors
Michigan
$297K +$296K +6,319 New
JF
2099
JSF Financial
California
$297K +$296K +6,321 New
TW
2100
Towerpoint Wealth
California
$296K +$20.7K +443 +3%