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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2076
Birchcreek Wealth Management
Ohio
$74K +$69.6K +525 New
JIR
2077
James Investment Research
Ohio
$73K -$148K -1,119 -69%
BFG
2078
Baron Financial Group
New Jersey
$70.7K – – –
Fort Pitt Capital Group
2079
Fort Pitt Capital Group
Pennsylvania
$69K +$64.8K +489 New
HWM
2080
Holloway Wealth Management
Florida
$68K – – –
LWA
2081
Lenox Wealth Advisors
New York
$68K +$795 +6 +1%
BSSFA
2082
Baron Silver Stevens Financial Advisors
Florida
$67K +$62.9K +475 New
FCMT
2083
Founders Capital Management (Texas)
Texas
$67K +$63.2K +477 New
GLLW
2084
Graves Light Lenhart Wealth
Virginia
$66K +$62.1K +469 New
AP
2085
Atwood & Palmer
Missouri
$65K – – –
FMTCOCP
2086
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$65K – – –
PCFFS
2087
Pacific Center for Financial Services
California
$65K – – –
RWM
2088
Raffa Wealth Management
District of Columbia
$64.7K – – –
BCM
2089
Bourgeon Capital Management
Connecticut
$62K – – –
CDIA
2090
Capital Directions Investment Advisors
Georgia
$59K – – –
HGWM
2091
Harvest Group Wealth Management
Massachusetts
$58K – – –
RWG
2092
Regal Wealth Group
California
$57K – – –
SWM
2093
Sugarloaf Wealth Management
Georgia
$57K +$397 +3 +0.7%
ADIM
2094
Alpha DNA Investment Management
Maryland
$57K +$53.9K +407 New
TFIPS
2095
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.6K +$53K +400 New
MFT
2096
Moisand Fitzgerald Tamayo
Florida
$56K +$4.5K +34 +9%
BII
2097
Bainco International Investors
Massachusetts
$56K +$52.1K +393 New
CHA
2098
Carmichael Hill & Associates
Maryland
$52K – – –
CWP
2099
Concord Wealth Partners
Virginia
$52K +$48.4K +365 New
Allworth Financial
2100
Allworth Financial
California
$47K – – –