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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2101
Westside Investment Management
California
$40.2K +$981 +6 +2%
EWA
2102
EQ Wealth Advisors
Texas
$40K +$40.9K +250 New
PWM
2103
Proathlete Wealth Management
Florida
$40K +$40.9K +250 New
HB
2104
Horizon Bancorp
Indiana
$40K – – –
CB
2105
Centennial Bank
Arkansas
$39.2K – – –
JGIA
2106
Jackson Grant Investment Advisers
Connecticut
$38.8K – – –
AWM
2107
Activest Wealth Management
Florida
$37.8K +$34K +208 +743%
SWIM
2108
Smallwood Wealth Investment Management
New Jersey
$37K -$19.9K -122 -35%
CIA
2109
Cape Investment Advisory
Georgia
$36K +$34.8K +213 +1,775%
EPIM
2110
Evelyn Partners Investment Management
$35.2K – – –
CPG
2111
Cornerstone Planning Group
New Jersey
$34.4K +$1.15K +7 +3%
OCM
2112
Osterweis Capital Management
California
$34.4K – – –
HBW
2113
Hazlett, Burt & Watson
West Virginia
$34K – – –
PCFFS
2114
Pacific Center for Financial Services
California
$33.7K – – –
TCM
2115
Tradewinds Capital Management
Washington
$33K – – –
AWM
2116
Abound Wealth Management
Tennessee
$32.7K +$6.21K +38 +23%
MCA
2117
McGuire Capital Advisors
Oklahoma
$32.5K +$33.2K +203 New
BC
2118
Bayforest Capital
United Kingdom
$32.3K +$33K +202 New
AAG
2119
Accordant Advisory Group
Maryland
$32.2K +$16.5K +101 +101%
CG
2120
Curat Global
New Hampshire
$32K – – –
VWM
2121
Valley Wealth Managers
New Jersey
$32K – – –
PSB
2122
Piscataqua Savings Bank
New Hampshire
$31.1K – – –
C
2123
Covestor
United Kingdom
$31K +$164 +1 +0.5%
HWA
2124
HHM Wealth Advisors
Tennessee
$30.3K -$4.42K -27 -13%
Loomis, Sayles & Company
2125
Loomis, Sayles & Company
Massachusetts
$30.3K -$1.15K -7 -4%