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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
2101
EQ Wealth Advisors
Texas
$40K +$40.9K +250 New
PWM
2102
Proathlete Wealth Management
Florida
$40K +$40.9K +250 New
HB
2103
Horizon Bancorp
Indiana
$40K – – –
CB
2104
Centennial Bank
Arkansas
$39.2K – – –
JGIA
2105
Jackson Grant Investment Advisers
Connecticut
$38.8K – – –
AWM
2106
Activest Wealth Management
Florida
$37.8K +$34K +208 +743%
SWIM
2107
Smallwood Wealth Investment Management
New Jersey
$37K -$19.9K -122 -35%
CIA
2108
Cape Investment Advisory
Georgia
$36K +$34.8K +213 +1,775%
EPIM
2109
Evelyn Partners Investment Management
$35.2K – – –
CPG
2110
Cornerstone Planning Group
New Jersey
$34.4K +$1.15K +7 +3%
OCM
2111
Osterweis Capital Management
California
$34.4K – – –
HBW
2112
Hazlett, Burt & Watson
West Virginia
$34K – – –
PCFFS
2113
Pacific Center for Financial Services
California
$33.7K – – –
TCM
2114
Tradewinds Capital Management
Washington
$33K – – –
AWM
2115
Abound Wealth Management
Tennessee
$32.7K +$6.21K +38 +23%
MCA
2116
McGuire Capital Advisors
Oklahoma
$32.5K +$33.2K +203 New
BC
2117
Bayforest Capital
United Kingdom
$32.3K +$33K +202 New
AAG
2118
Accordant Advisory Group
Maryland
$32.2K +$16.5K +101 +101%
CG
2119
Curat Global
New Hampshire
$32K – – –
VWM
2120
Valley Wealth Managers
New Jersey
$32K – – –
PSB
2121
Piscataqua Savings Bank
New Hampshire
$31.1K – – –
C
2122
Covestor
United Kingdom
$31K +$164 +1 +0.5%
HWA
2123
HHM Wealth Advisors
Tennessee
$30.3K -$4.42K -27 -13%
Loomis, Sayles & Company
2124
Loomis, Sayles & Company
Massachusetts
$30.3K -$1.15K -7 -4%
AEPWM
2125
Atlantic Edge Private Wealth Management
Florida
$28.8K +$1.64K +10 +6%