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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2826
Blume Capital Management
California
$52.7K
RA
2827
Rational Advisors
New York
$52.4K +$1.05K +4 +2%
AWM
2828
AllSquare Wealth Management
New York
$51.1K
GKIM
2829
GW&K Investment Management
Massachusetts
$51K +$51.4K +195 New
HS
2830
Horan Securities
United States
$50.9K +$6.59K +25 +15%
MFA
2831
McClarren Financial Advisors
Pennsylvania
$50K +$264 +1 +0.5%
RWM
2832
Raffa Wealth Management
District of Columbia
$49.8K
LAM
2833
Lakewood Asset Management
Illinois
$49K +$48.8K +185 New
NC
2834
NewSquare Capital
Pennsylvania
$48.5K +$6.07K +23 +14%
CWM
2835
CarsonAllaria Wealth Management
Illinois
$48K +$27.4K +104 +137%
AFIA
2836
America First Investment Advisors
Nebraska
$47K
AWM
2837
Abound Wealth Management
Tennessee
$45.6K -$4.49K -17 -9%
CWM
2838
Compass Wealth Management
Connecticut
$44.5K +$44.6K +169 New
CH
2839
Canton Hathaway
Rhode Island
$43K
OWA
2840
One Wealth Advisors
California
$42.4K +$42.5K +161 New
DFCM
2841
Dark Forest Capital Management
Puerto Rico
$42.2K +$34.8K +132 +471%
RDIA
2842
RE Dickinson Investment Advisors
Iowa
$41K
WR
2843
WD Rutherford
Oregon
$40.8K
CM
2844
Cornerstone Management
Georgia
$39.8K
R
2845
Rebalance
California
$39.7K +$39.8K +151 New
VF
2846
VitalStone Financial
Texas
$39K +$38.5K +146 New
KC
2847
Kepos Capital
New York
$38K +$38.3K +145 New
SGC
2848
Slocum, Gordon & Co
Rhode Island
$37.9K +$38K +144 New
LFA
2849
Legend Financial Advisors
Pennsylvania
$37.7K
RG
2850
Retirement Group
California
$37K +$36.9K +140 New