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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1351
Center for Financial Planning
Michigan
$62K – – –
First Manhattan
1352
First Manhattan
New York
$62K – – –
CH
1353
Canton Hathaway
Rhode Island
$62K +$61.4K +114 New
ODG
1354
O'Dell Group
Ohio
$59K +$59.3K +110 New
CWP
1355
Concord Wealth Partners
Virginia
$57K -$42.6K -79 -43%
PWMG
1356
Prestige Wealth Management Group
New Jersey
$57K +$1.62K +3 +3%
PCM
1357
Pinz Capital Management
New York
$55K +$53.9K +100 New
WPA
1358
West Paces Advisors
Georgia
$54K – – –
FA
1359
Financial Advantage
Maryland
$53K – – –
PSB
1360
Piscataqua Savings Bank
New Hampshire
$52K – – –
CAM
1361
Close Asset Management
United Kingdom
$50K +$49.6K +92 New
CFD
1362
Creative Financial Designs
Indiana
$49K – – –
LWANC
1363
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K – – –
SCA
1364
Stonebridge Capital Advisors
Minnesota
$46K +$1.08K +2 +2%
MA
1365
MUFG Americas
New York
$46K +$17.2K +32 +59%
CA
1366
Crewe Advisors
Utah
$42K -$4.31K -8 -9%
DOA
1367
D'Orazio & Associates
Virginia
$42K +$38.8K +72 +1,200%
SC
1368
Solstein Capital
California
$41K – – –
CWA
1369
Clearview Wealth Advisors
Oregon
$41K +$539 +1 +1%
GKWIM
1370
Gerber Kawasaki Wealth & Investment Management
California
$37K +$37.7K +70 New
SC
1371
Steph & Co
Wisconsin
$36K -$1.08K -2 -3%
FMP
1372
Financial Management Professionals
Texas
$34K – – –
CT
1373
Clearstead Trust
Maine
$33K – – –
TSW
1374
Thompson Siegel & Walmsley
Virginia
$31K – – –
RIM
1375
Rockbridge Investment Management
New York
$30K – – –