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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
3176
Stuart Chaussee & Associates
California
$61K – – –
EPIMS
3177
Evelyn Partners Investment Management Services
$60K -$23.8K -300 -28%
HHGA
3178
Halbert Hargrove Global Advisors
California
$59.2K +$37.3K +469 +168%
RWS
3179
Retirement Wealth Solutions
Wisconsin
$59.1K +$397 +5 +0.7%
HIIFS
3180
Harel Insurance Investments & Financial Services
Israel
$58K – – –
AP
3181
Atwood & Palmer
Missouri
$57.8K – – –
BGA
3182
Battery Global Advisors
Massachusetts
$57.4K – – –
MSWM
3183
Mowery & Schoenfeld Wealth Management
Illinois
$57.3K -$2.86K -36 -5%
BAM
3184
Bellevue Asset Management
Washington
$56.2K +$2.7K +34 +5%
CIM
3185
Contravisory Investment Management
Massachusetts
$54.1K -$31.8K -400 -37%
PWM
3186
Parkworth Wealth Management
California
$54K +$3.9K +49 +8%
SO
3187
Sierra Ocean
California
$53K -$9.46K -119 -15%
Q1WB
3188
Quest 10 Wealth Builders
Virginia
$50.6K -$238 -3 -0.5%
MSG
3189
Main Street Group
Virginia
$50.6K -$39.6K -498 -44%
GG
3190
Gleason Group
Kentucky
$50.4K +$477 +6 +1%
BHWM
3191
Beaird Harris Wealth Management
Texas
$47.6K – – –
RAM
3192
Ramirez Asset Management
New York
$47.5K -$1.17M -14,666 -96%
CCM
3193
Copeland Capital Management
Pennsylvania
$47.5K – – –
AWM
3194
Activest Wealth Management
Florida
$47.3K -$37.1K -467 -44%
IA
3195
IFS Advisors
Kansas
$47.3K -$22.2K -279 -32%
MWM
3196
Mascoma Wealth Management
New Hampshire
$46.9K – – –
MAFA
3197
MJT & Associates Financial Advisory
Minnesota
$46.2K +$3.74K +47 +9%
CWIG
3198
Chung Wu Investment Group
Texas
$45.4K +$45.5K +573 New
SAS
3199
Spurstone Advisory Services
Connecticut
$44.6K +$15.1K +190 +51%
WW
3200
Winnow Wealth
Texas
$44.6K -$810K -10,185 -95%