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Name Holding Trade Value Shares
Change
Change in
Stake
FLP
2051
Financial Life Planners
Arizona
$16.6K +$18.2K +114 New
DWM
2052
Darwin Wealth Management
Florida
$16.5K – – –
SAM
2053
Sherman Asset Management
California
$16.1K – – –
C
2054
Covestor
United Kingdom
$16K -$13.9K -87 -45%
EFMH
2055
E Fund Management (HK)
Hong Kong
$16K +$16.9K +106 +2,650%
HI
2056
Hoey Investments
Pennsylvania
$15.7K – – –
TCA
2057
Trifecta Capital Advisors
Illinois
$15.3K – – –
JWM
2058
JPL Wealth Management
Colorado
$15K +$16.4K +103 New
NOI
2059
Newton One Investments
Delaware
$14.9K +$159 +1 +1%
DFA
2060
DHJJ Financial Advisors
Illinois
$14.5K – – –
MTIC
2061
Missouri Trust & Investment Company
Missouri
$14.5K – – –
PP
2062
PFS Partners
New Jersey
$14.5K – – –
SJIM
2063
St. Johns Investment Management
Florida
$14.5K – – –
WA
2064
Walsh & Associates
Florida
$14.5K – – –
CIAS
2065
CBIZ Investment Advisory Services
Ohio
$14K -$478 -3 -3%
LWM
2066
Lodestone Wealth Management
Washington
$13.7K – – –
WWM
2067
Wolff Wiese Magana
California
$13.7K – – –
WA
2068
WPG Advisers
Maryland
$13.4K +$5.1K +32 +53%
MAM
2069
Morse Asset Management
Connecticut
$13.2K -$1.69M -10,622 -99%
HWP
2070
Highline Wealth Partners
California
$13.2K – – –
NSG
2071
Nalls Sherbakoff Group
Tennessee
$13.1K – – –
FRA
2072
Front Row Advisors
California
$13.1K – – –
HC
2073
Hurley Capital
New York
$12.6K +$8.76K +55 +177%
MPW
2074
MASECO Private Wealth
$12.1K +$159 +1 +1%
SR
2075
Swiss Re
Switzerland
$12.1K – – –