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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
2401
HC Financial Advisors
California
$130K – – –
QCMC
2402
Quantum Capital Management (California)
California
$126K – – –
CA
2403
Centerpoint Advisors
Massachusetts
$119K -$49.5K -657 -29%
SLF
2404
Sun Life Financial
Ontario, Canada
$117K -$2.18K -29 -2%
GWMIA
2405
Global Wealth Management Investment Advisory
Florida
$113K – – –
LB
2406
Legacy Bridge
Iowa
$111K – – –
MHR
2407
Matthew Hamilton Rosenberg
$111K +$9.03K +120 +9%
JWM
2408
Janiczek Wealth Management
Colorado
$110K +$112K +1,490 New
CWAF
2409
Core Wealth Advisors (Florida)
Florida
$109K -$6.7K -89 -6%
APWM
2410
Atlas Private Wealth Management
New York
$108K – – –
BCM
2411
Blume Capital Management
California
$108K – – –
NC
2412
NewSquare Capital
Pennsylvania
$107K -$133K -1,772 -55%
SFPG
2413
Stonebridge Financial Planning Group
Florida
$106K – – –
PCFFS
2414
Pacific Center for Financial Services
California
$103K – – –
MLFP
2415
MPS Loria Financial Planners
Illinois
$101K +$103K +1,363 New
EARNEST Partners
2416
EARNEST Partners
Georgia
$97K – – –
EIM
2417
Essex Investment Management
Massachusetts
$97K – – –
LGWM
2418
Litman Gregory Wealth Management
California
$93K – – –
CT
2419
Clearstead Trust
Maine
$90K – – –
1W
2420
1776 Wealth
Georgia
$88K +$11.9K +158 +15%
MF
2421
Manchester Financial
California
$85K – – –
SWM
2422
Selective Wealth Management
Virginia
$85K +$63.8K +847 +278%
AW
2423
Avion Wealth
Texas
$83K – – –
SL
2424
Savior LLC
Massachusetts
$80K -$9.11K -121 -10%
LTI
2425
Laffer Tengler Investments
Tennessee
$77.3K +$78.9K +1,048 New