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Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
2476
Litman Gregory Wealth Management
California
$105K +$4.54K +58 +5%
AWM
2477
Adams Wealth Management
Utah
$105K +$104K +1,332 New
CT
2478
Clearstead Trust
Maine
$100K +$3.13K +40 +3%
EARNEST Partners
2479
EARNEST Partners
Georgia
$98K -$5.48K -70 -5%
NFSG
2480
Newbridge Financial Services Group
Florida
$96K +$94.5K +1,207 New
MF
2481
Manchester Financial
California
$91K – – –
AW
2482
Avion Wealth
Texas
$89K – – –
SL
2483
Savior LLC
Massachusetts
$86K +$313 +4 +0.4%
AA
2484
AlphaMark Advisors
Kentucky
$83K – – –
IFA
2485
Interactive Financial Advisors
Illinois
$83K – – –
LTI
2486
Laffer Tengler Investments
Tennessee
$83K – – –
MAM
2487
Marquette Asset Management
Minnesota
$82K – – –
KFS
2488
Kelly Financial Services
Massachusetts
$81.5K -$1.41K -18 -2%
DTIM
2489
Danda Trouve Investment Management
Kansas
$81K -$61.6K -786 -43%
CA
2490
Crewe Advisors
Utah
$72K +$61.3K +782 +597%
VAIA
2491
Virtus Alternative Investment Advisers
Connecticut
$66K -$6.58K -84 -9%
ICM
2492
Islay Capital Management
Texas
$66K – – –
Fidelity International
2493
Fidelity International
Bermuda
$65K +$3.92K +50 +7%
GC
2494
Grace Capital
Massachusetts
$63K +$62K +791 New
Sageworth Trust
2495
Sageworth Trust
Pennsylvania
$62K +$8.62K +110 +16%
Harding Loevner
2496
Harding Loevner
New Jersey
$61K – – –
Capstone Investment Advisors
2497
Capstone Investment Advisors
New York
$61K +$60K +766 New
DI
2498
Disciplined Investments
Oklahoma
$58K – – –
SC
2499
Solstein Capital
California
$58K – – –
BWM
2500
BNC Wealth Management
Oregon
$58K +$57.6K +735 New