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Name Holding Trade Value Shares
Change
Change in
Stake
PGA
1876
Portland Global Advisors
Maine
$253K – – –
PAM
1877
Paradigm Asset Management
New York
$253K +$101K +200 +69%
GWM
1878
GSB Wealth Management
Connecticut
$252K – – –
HR
1879
Howe & Rusling
New York
$252K +$246K +486 New
CPA
1880
Capital Performance Advisors
California
$252K -$279K -550 -53%
CCIA
1881
Cherry Creek Investment Advisors
Colorado
$252K -$7.09K -14 -3%
MF
1882
Manchester Financial
California
$251K -$364K -718 -60%
FPW
1883
Fairvoy Private Wealth
Alabama
$251K +$245K +484 New
LWP
1884
LeClair Wealth Partners
Ohio
$251K +$245K +483 New
MWM
1885
Manske Wealth Management
Texas
$251K -$27.9K -55 -10%
HIS
1886
Harvest Investment Services
Illinois
$250K +$19.2K +38 +9%
LWM
1887
Lionshead Wealth Management
New York
$250K +$7.6K +15 +3%
HIF
1888
Hill Island Financial
Michigan
$249K -$2.53K -5 -1%
EV
1889
EJMK Ventures
Illinois
$249K +$7.6K +15 +3%
PWM
1890
Power Wealth Management
Georgia
$249K – – –
E
1891
Evansbrook
Illinois
$249K +$10.1K +20 +4%
ML
1892
Mayport LLC
Massachusetts
$248K – – –
KIM
1893
Kestra Investment Management
Texas
$247K -$102K -202 -30%
CA
1894
Clune & Associates
Illinois
$246K – – –
RFM
1895
Royal Fund Management
Florida
$246K +$14.2K +28 +6%
HFP
1896
Holistic Financial Partners
Indiana
$246K +$7.09K +14 +3%
EWM
1897
Elevation Wealth Management
Minnesota
$244K +$27.4K +54 +13%
CA
1898
Cullinan Associates
Kentucky
$243K +$17.7K +35 +8%
SP
1899
Stablepoint Partners
Massachusetts
$243K -$76K -150 -24%
WMA
1900
Wealth Management Associates
New Jersey
$243K – – –