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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
2451
Baron Financial Group
New Jersey
$147K +$145K +1,853 New
TWP
2452
TFO Wealth Partners
Ohio
$143K – – –
FWM
2453
Filbrandt Wealth Management
Wisconsin
$140K -$35.1K -448 -20%
HFA
2454
HC Financial Advisors
California
$140K – – –
JWM
2455
Janiczek Wealth Management
Colorado
$139K +$20.9K +267 +18%
QCMC
2456
Quantum Capital Management (California)
California
$135K – – –
JWM
2457
Jupiter Wealth Management
Colorado
$133K -$410K -5,240 -76%
BBL
2458
Beck Bode LLC
Massachusetts
$133K +$132K +1,681 New
CA
2459
Centerpoint Advisors
Massachusetts
$130K +$2.74K +35 +2%
MHR
2460
Matthew Hamilton Rosenberg
$130K +$10.4K +133 +9%
Advisory Alpha
2461
Advisory Alpha
Michigan
$130K +$133K +1,702 New
SLF
2462
Sun Life Financial
Ontario, Canada
$125K -$548 -7 -0.4%
CWAF
2463
Core Wealth Advisors (Florida)
Florida
$120K +$2.82K +36 +2%
LB
2464
Legacy Bridge
Iowa
$119K – – –
APWM
2465
Atlas Private Wealth Management
New York
$116K – – –
BCM
2466
Blume Capital Management
California
$116K – – –
NC
2467
NewSquare Capital
Pennsylvania
$115K – – –
CAGAS
2468
Capital Advisory Group Advisory Services
Minnesota
$114K -$66.3K -846 -37%
SWM
2469
Selective Wealth Management
Virginia
$112K +$20.5K +262 +23%
PCFFS
2470
Pacific Center for Financial Services
California
$110K – – –
EIM
2471
Essex Investment Management
Massachusetts
$110K +$6.19K +79 +6%
SFPG
2472
Stonebridge Financial Planning Group
Florida
$108K – – –
MLFP
2473
MPS Loria Financial Planners
Illinois
$108K +$627 +8 +0.6%
PIM
2474
Platinum Investment Management
Australia
$108K +$107K +1,360 New
Sumitomo Mitsui Financial Group
2475
Sumitomo Mitsui Financial Group
Japan
$106K +$106K +1,358 New