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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1826
Jupiter Wealth Management
Colorado
$2.6M -$1.18M -3,290 -29%
EA
1827
Emerald Advisers
Pennsylvania
$2.6M -$399K -1,108 -13%
WA
1828
Winfield Associates
Ohio
$2.6M -$3.6K -10 -0.1%
ESB
1829
Essex Savings Bank
Connecticut
$2.59M +$25.6K +71 +1%
GRP
1830
Global Retirement Partners
California
$2.59M +$112K +310 +4%
FA
1831
Fountainhead AM
New Jersey
$2.59M +$1.11M +3,081 +68%
CWP
1832
Capital Wealth Planning
Florida
$2.59M -$221K -613 -7%
GPA
1833
Garrison Point Advisors
California
$2.59M -$7.2K -20 -0.3%
IA
1834
Insight Advisors
Pennsylvania
$2.59M -$1.4M -3,894 -34%
PWMG
1835
Prestige Wealth Management Group
New Jersey
$2.58M +$78.2K +217 +3%
JC
1836
JB Capital
Connecticut
$2.58M +$2.74M +7,602 New
BRA
1837
Blue Rock Advisors
Minnesota
$2.57M -$4.88M -13,541 -64%
PBCM
1838
Point Break Capital Management
Florida
$2.56M – – –
SIG
1839
Sky Investment Group
Connecticut
$2.56M +$468K +1,300 +21%
JFA
1840
Johanson Financial Advisors
California
$2.55M +$28.8K +80 +1%
ITIM
1841
Indiana Trust & Investment Management
Indiana
$2.55M -$321K -890 -11%
CHAM
1842
Clear Harbor Asset Management
Connecticut
$2.54M +$46.8K +130 +2%
JI
1843
Jeereddi Investments
California
$2.53M – – –
AWE
1844
Avidian Wealth Enterprises
Texas
$2.53M +$49K +136 +2%
LJAC
1845
L.J. Altfest & Co
New York
$2.52M +$451K +1,252 +20%
WCM
1846
Weik Capital Management
Pennsylvania
$2.51M -$553K -1,535 -17%
MFG
1847
Merit Financial Group
Georgia
$2.51M +$16.2K +45 +0.6%
RWB
1848
RMR Wealth Builders
New Jersey
$2.5M +$185K +515 +8%
BAM
1849
Blueshift Asset Management
New Jersey
$2.5M +$2.66M +7,374 New
SWM
1850
Segment Wealth Management
Texas
$2.5M +$42.1K +117 +2%
72 73
74
75 76