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Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
2626
Investment Research & Advisory Group
Georgia
$132K
RA
2627
Rise Advisors
New York
$131K +$29.5K +465 +29%
ACK
2628
Andrew C. Karlinski
$129K +$63 +1 +0%
JEST
2629
JTC Employer Solutions Trustee
Jersey
$126K -$125K -1,979 -50%
JMF
2630
Johnson Midwest Financial
Iowa
$126K +$20.5K +323 +19%
CAC
2631
Core Alternative Capital
Georgia
$125K +$23.7K +374 +23%
LWA
2632
Lowe Wealth Advisors
Maryland
$122K
PPWM
2633
PFG Private Wealth Management
Florida
$120K +$697 +11 +0.6%
PA
2634
PSI Advisors
Florida
$115K -$22.9K -362 -17%
CA
2635
Centerpoint Advisors
Massachusetts
$113K +$380 +6 +0.3%
EARNEST Partners
2636
EARNEST Partners
Georgia
$112K
ACM
2637
Antonetti Capital Management
Florida
$110K -$12.7K -200 -10%
ICM
2638
Islay Capital Management
Texas
$106K +$254 +4 +0.2%
VRM
2639
Vectors Research Management
New York
$103K -$28.4K -448 -21%
LPP
2640
Life Planning Partners
Florida
$103K
MGIM
2641
M&G Investment Management
United Kingdom
$103K -$33.8M -533,554 -25%
BBPWM
2642
Blue Bell Private Wealth Management
Pennsylvania
$101K +$75.6K +1,193 +292%
RIM
2643
Rockbridge Investment Management
New York
$99.8K -$75.6K -1,192 -43%
IIL
2644
Insight Inv LLC
California
$99K +$98.9K +1,560 New
HF
2645
Halpern Financial
Virginia
$96.8K -$1.9K -30 -2%
AWM
2646
AllSquare Wealth Management
New York
$94K
EI
2647
Ellevest Inc
New York
$93K -$11.7K -185 -11%
WWMSC
2648
Wagner Wealth Management (South Carolina)
South Carolina
$93K +$94.2K +1,486 New
AIL
2649
AGF Investments LLC
Ontario, Canada
$92K -$249K -3,923 -73%
FEG
2650
Financial Enhancement Group
Indiana
$90K