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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2576
Hollencrest Capital Management
California
$86.3K +$81.6K +248 New
CPG
2577
Cornerstone Planning Group
New Jersey
$86.1K +$77K +234 New
MHR
2578
Matthew Hamilton Rosenberg
$85.2K +$1.65K +5 +2%
WAM
2579
Worth Asset Management
Texas
$84.2K -$1.32K -4 -2%
ST
2580
Sageworth Trust
Pennsylvania
$84K – – –
AWM
2581
Abound Wealth Management
Tennessee
$82.7K -$3.29K -10 -4%
HCA
2582
Harbor Capital Advisors
Illinois
$82.1K -$8.56K -26 -10%
PPWM
2583
PFG Private Wealth Management
Florida
$82K -$5.27K -16 -6%
FMP
2584
Financial Management Professionals
Texas
$82K – – –
RWMH
2585
Riverpoint Wealth Management Holdings
Illinois
$80.3K +$76K +231 New
BLC
2586
Brown, Lisle/Cummings
Rhode Island
$80K – – –
AFS
2587
Annapolis Financial Services
Maryland
$78.2K -$10.5K -32 -12%
HWM
2588
HighMark Wealth Management
Minnesota
$73K – – –
EA
2589
Evolution Advisers
Virginia
$71K -$49.4K -150 -42%
TAIM
2590
TD Ameritrade Investment Management
Nebraska
$71K -$20.4K -62 -23%
MWM
2591
MinichMacGregor Wealth Management
New York
$70.6K +$66.8K +203 New
LSV Asset Management
2592
LSV Asset Management
Illinois
$70K – – –
CSWM
2593
Cassady Schiller Wealth Management
Ohio
$69.5K +$65.8K +200 New
GGI
2594
Godsey & Gibb Inc
Virginia
$69.5K +$65.8K +200 New
SWA
2595
SOA Wealth Advisors
New York
$67.8K +$2.63K +8 +4%
AWM
2596
Accel Wealth Management
Iowa
$64.3K – – –
CFFP
2597
Center for Financial Planning
Michigan
$62.6K -$12.8K -39 -18%
PCA
2598
Providence Capital Advisors
North Carolina
$62.6K – – –
BAM
2599
Baldrige Asset Management
Pennsylvania
$61K – – –
NECFA
2600
New England Capital Financial Advisors
Connecticut
$59.9K +$52.3K +159 New