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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2926
Private Wealth Management Group
New Jersey
$154K +$1.37K +3 +0.9%
MFA
2927
McClarren Financial Advisors
Pennsylvania
$154K +$41.5K +91 +26%
AWM
2928
Activest Wealth Management
Florida
$152K -$91.1K -200 -37%
AAG
2929
Armstrong Advisory Group
Massachusetts
$150K -$3.64K -8 -2%
CTC
2930
Cetera Trust Company
Minnesota
$149K – – –
SHIM
2931
Stone House Investment Management
Pennsylvania
$147K -$8.65K -19 -5%
QL
2932
Quarry LP
New York
$147K +$152K +334 New
CJ
2933
Caitlin John
Michigan
$147K -$28.2K -62 -16%
BCMLT
2934
Beacon Capital Management LLC (Tennessee)
Tennessee
$147K +$4.55K +10 +3%
OCM
2935
Orion Capital Management
California
$145K – – –
SC
2936
Swan Capital
Florida
$143K +$148K +325 New
NFSG
2937
Newbridge Financial Services Group
Florida
$142K -$54.7K -120 -27%
GA
2938
GoalVest Advisory
New York
$139K -$79.3K -174 -36%
AWM
2939
Abound Wealth Management
Tennessee
$137K -$4.1K -9 -3%
SAS
2940
Stelac Advisory Services
New York
$137K – – –
IGWM
2941
ICA Group Wealth Management
Colorado
$137K -$733K -1,608 -84%
CAM
2942
Cacti Asset Management
Georgia
$133K – – –
CFFP
2943
Center for Financial Planning
Michigan
$132K – – –
CAC
2944
Core Alternative Capital
Georgia
$127K – – –
RFA
2945
Register Financial Advisors
Georgia
$125K – – –
SFC
2946
Strategic Financial Concepts
Texas
$125K -$72.9K -160 -36%
EFMH
2947
E Fund Management (HK)
Hong Kong
$123K -$409K -898 -76%
LFASL
2948
Lugano Financial Advisors SA (LFA)
Switzerland
$123K +$97.5K +214 +334%
TLCM
2949
Twin Lakes Capital Management
California
$121K +$456 +1 +0.4%
MHR
2950
Matthew Hamilton Rosenberg
$121K +$6.38K +14 +5%