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Name Holding Trade Value Shares
Change
Change in
Stake
BBL
2451
Beck Bode LLC
Massachusetts
$133K +$132K +1,681 New
CA
2452
Centerpoint Advisors
Massachusetts
$130K +$2.74K +35 +2%
MHR
2453
Matthew Hamilton Rosenberg
$130K +$10.4K +133 +9%
AA
2454
Advisory Alpha
Michigan
$130K +$133K +1,702 New
SLF
2455
Sun Life Financial
Ontario, Canada
$125K -$548 -7 -0.4%
CWAF
2456
Core Wealth Advisors (Florida)
Florida
$120K +$2.82K +36 +2%
LB
2457
Legacy Bridge
Iowa
$119K
APWM
2458
Atlas Private Wealth Management
New York
$116K
BCM
2459
Blume Capital Management
California
$116K
NC
2460
NewSquare Capital
Pennsylvania
$115K
CAGAS
2461
Capital Advisory Group Advisory Services
Minnesota
$114K -$66.3K -846 -37%
SWM
2462
Selective Wealth Management
Virginia
$112K +$20.5K +262 +23%
PCFFS
2463
Pacific Center for Financial Services
California
$110K
EIM
2464
Essex Investment Management
Massachusetts
$110K +$6.19K +79 +6%
SFPG
2465
Stonebridge Financial Planning Group
Florida
$108K
MLFP
2466
MPS Loria Financial Planners
Illinois
$108K +$627 +8 +0.6%
PIM
2467
Platinum Investment Management
Australia
$108K +$107K +1,360 New
SMFG
2468
Sumitomo Mitsui Financial Group
Japan
$106K +$106K +1,358 New
LGWM
2469
Litman Gregory Wealth Management
California
$105K +$4.54K +58 +5%
AWM
2470
Adams Wealth Management
Utah
$105K +$104K +1,332 New
CT
2471
Clearstead Trust
Maine
$100K +$3.13K +40 +3%
EARNEST Partners
2472
EARNEST Partners
Georgia
$98K -$5.48K -70 -5%
NFSG
2473
Newbridge Financial Services Group
Florida
$96K +$94.5K +1,207 New
MF
2474
Manchester Financial
California
$91K
AW
2475
Avion Wealth
Texas
$89K