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Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
2101
Jackson Grant Investment Advisers
Connecticut
$38.8K
AWM
2102
Activest Wealth Management
Florida
$37.8K +$34K +208 +743%
SWIM
2103
Smallwood Wealth Investment Management
New Jersey
$37K -$19.9K -122 -35%
CIA
2104
Cape Investment Advisory
Georgia
$36K +$34.8K +213 +1,775%
EPIM
2105
Evelyn Partners Investment Management
$35.2K
CPG
2106
Cornerstone Planning Group
New Jersey
$34.4K +$1.15K +7 +3%
OCM
2107
Osterweis Capital Management
California
$34.4K
HBW
2108
Hazlett, Burt & Watson
West Virginia
$34K
PCFFS
2109
Pacific Center for Financial Services
California
$33.7K
TCM
2110
Tradewinds Capital Management
Washington
$33K
AWM
2111
Abound Wealth Management
Tennessee
$32.7K +$6.21K +38 +23%
MCA
2112
McGuire Capital Advisors
Oklahoma
$32.5K +$33.2K +203 New
BC
2113
Bayforest Capital
United Kingdom
$32.3K +$33K +202 New
AAG
2114
Accordant Advisory Group
Maryland
$32.2K +$16.5K +101 +101%
CG
2115
Curat Global
New Hampshire
$32K
VWM
2116
Valley Wealth Managers
New Jersey
$32K
PSB
2117
Piscataqua Savings Bank
New Hampshire
$31.1K
C
2118
Covestor
United Kingdom
$31K +$164 +1 +0.5%
HWA
2119
HHM Wealth Advisors
Tennessee
$30.3K -$4.42K -27 -13%
Loomis, Sayles & Company
2120
Loomis, Sayles & Company
Massachusetts
$30.3K -$1.15K -7 -4%
AEPWM
2121
Atlantic Edge Private Wealth Management
Florida
$28.8K +$1.64K +10 +6%
CWM
2122
Cranbrook Wealth Management
Michigan
$28.6K -$3.92K -24 -12%
CRI
2123
Commonwealth Retirement Investments
Virginia
$28.5K +$29.1K +178 New
CFS
2124
CGC Financial Services
Oregon
$28.5K -$164 -1 -0.6%
MWPCG
2125
Measured Wealth Private Client Group
New Hampshire
$27.5K