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Match Group
MTCH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Clearstead Advisors
Ohio
$77K +$42.6K +280 +134%
SMG
652
Spectrum Management Group
Indiana
$72K +$69.7K +458 New
LC
653
Lindbrook Capital
California
$71K -$10.2K -67 -13%
TWM
654
Tradition Wealth Management
Minnesota
$68K – – –
CCC
655
Crescent Capital Consulting
Louisiana
$65K – – –
PFGIA
656
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$2.28K +15 +4%
FFA
657
Freedman Financial Associates
Massachusetts
$63K – – –
CWC
658
Carolinas Wealth Consulting
North Carolina
$61K +$56.2K +369 +1,942%
WWM
659
Wolff Wiese Magana
California
$58K +$40K +263 +250%
ADL
660
Asset Dedication LLC
California
$55K +$5.02K +33 +10%
SWA
661
SOA Wealth Advisors
New York
$53K +$9.13K +60 +22%
PCG
662
Private Capital Group
Connecticut
$53K +$12.5K +82 +32%
MAM
663
Meeder Asset Management
Ohio
$52K +$9.44K +62 +23%
AF
664
Allworth Financial
California
$49K +$15.7K +103 +49%
EWM
665
Evermay Wealth Management
Virginia
$48K -$3.81K -25 -8%
TC
666
Tacita Capital
Ontario, Canada
$47K – – –
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$47K +$6.7K +44 +17%
IFAM
668
Institutional & Family Asset Management
Colorado
$47K +$34.9K +229 +323%
TWA
669
TCI Wealth Advisors
Arizona
$43K +$3.04K +20 +8%
GWS
670
Glassman Wealth Services
Virginia
$43K +$5.79K +38 +16%
SFP
671
Sterling Financial Planning
New Jersey
$42K – – –
OAJ
672
Ogorek Anthony Joseph
New York
$35K -$11.9K -78 -25%
CFD
673
Creative Financial Designs
Indiana
$34K +$4.57K +30 +16%
PO
674
Private Ocean
California
$33K +$457 +3 +1%
FHA
675
First Horizon Advisors
Tennessee
$33K +$9.59K +63 +41%
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