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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
3151
McGuire Capital Advisors
Oklahoma
$259K +$231K +2,456 New
GFWA
3152
Grey Fox Wealth Advisors
Delaware
$259K -$35.7K -380 -13%
HWM
3153
HBE Wealth Management
Nebraska
$258K +$230K +2,449 New
CPWL
3154
Coquina Private Wealth LLC
Florida
$258K +$230K +2,446 New
Acorns Advisers
3155
Acorns Advisers
California
$257K -$939 -10 -0.4%
PHWM
3156
Pine Harbor Wealth Management
Maryland
$256K -$2.91K -31 -1%
CCS
3157
Concentric Capital Strategies
Connecticut
$256K -$10.8M -114,797 -98%
SFS
3158
Sharp Financial Services
Pennsylvania
$256K -$5.16K -55 -2%
QWM
3159
Quaker Wealth Management
New Jersey
$256K +$6.2K +66 +3%
SSWM
3160
Strait & Sound Wealth Management
California
$255K – – –
SWM
3161
Sterling Wealth Management
Illinois
$255K -$87K -927 -28%
BBPWM
3162
Blue Bell Private Wealth Management
Pennsylvania
$255K +$3.75K +40 +2%
WSFG
3163
Wall Street Financial Group
Illinois
$255K +$227K +2,423 New
BIA
3164
Bell Investment Advisors
California
$255K -$41.2K -439 -15%
RCA
3165
Ranch Capital Advisors
Florida
$254K +$226K +2,405 New
HP
3166
Haven Private
Florida
$254K – – –
API
3167
Asset Planning Inc
California
$254K +$10.9K +116 +5%
AWA
3168
AGH Wealth Advisors
Kansas
$254K -$49.9K -532 -18%
OPCM
3169
Osborne Partners Capital Management
California
$254K – – –
ACM
3170
Alessandra Capital Management
California
$254K +$226K +2,410 New
WIA
3171
Wealthedge Investment Advisors
New York
$253K +$226K +2,408 New
SWM
3172
SFG Wealth Management
Maryland
$253K +$226K +2,407 New
PGIM Custom Harvest
3173
PGIM Custom Harvest
New Jersey
$253K -$282 -3 -0.1%
SWA
3174
ShankerValleau Wealth Advisors
Illinois
$253K – – –
Cohen & Steers
3175
Cohen & Steers
New York
$253K – – –