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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2101
Prentice Wealth Management
New York
$428K +$1.38K +4 +0.3%
EBA
2102
Eagle Bay Advisors
New York
$428K +$30.4K +88 +8%
MCWA
2103
Meadow Creek Wealth Advisors
Georgia
$428K +$412K +1,190 New
PGWM
2104
Pitti Group Wealth Management
New York
$428K +$412K +1,191 New
AWM
2105
Alterna Wealth Management
Texas
$428K +$412K +1,192 New
Financial Engines Advisors
2106
Financial Engines Advisors
California
$427K -$146K -422 -26%
OCM
2107
Objective Capital Management
Ohio
$425K +$409K +1,183 New
AFP
2108
Ausdal Financial Partners
Iowa
$424K -$2.42K -7 -0.6%
CIA
2109
Citadel Investment Advisory
Ohio
$424K – – –
NGA
2110
Naples Global Advisors
Florida
$424K +$149K +430 +57%
WCM
2111
Wallace Capital Management
Texas
$422K -$77.8K -225 -16%
LWP
2112
Lumature Wealth Partners
Georgia
$421K +$45.6K +132 +13%
SPIO
2113
Seven Post Investment Office
California
$419K – – –
CCM
2114
Crew Capital Management
Ohio
$418K – – –
HCP
2115
Hexagon Capital Partners
Arkansas
$418K – – –
WCWM
2116
Willow Creek Wealth Management
California
$418K – – –
EPA
2117
Element Pointe Advisors
Florida
$417K -$2.08K -6 -0.5%
CAIMH
2118
Central Asset Investments & Management Holdings
Hong Kong
$416K -$450K -1,300 -53%
GFS
2119
GYL Financial Synergies
Connecticut
$415K -$34.6K -100 -8%
NB
2120
NBT Bank
New York
$414K +$6.22K +18 +2%
WC
2121
Woodstock Corp
Massachusetts
$413K +$24.2K +70 +6%
RFG
2122
Range Financial Group
Oregon
$412K -$13.8K -40 -3%
VCM
2123
Vivaldi Capital Management
Illinois
$412K +$17.6K +51 +5%
LAM
2124
LifePro Asset Management
California
$412K +$397K +1,148 New
CAM
2125
Claret Asset Management
Quebec, Canada
$411K +$72.6K +210 +23%