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Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
2501
Joseph Group Capital Management
Ohio
$152K +$75.1K +4,750 +61%
JGIA
2502
Jackson Grant Investment Advisers
Connecticut
$151K – – –
CAC
2503
Core Alternative Capital
Georgia
$151K +$13.3K +840 +7%
BHWM
2504
Beaird Harris Wealth Management
Texas
$150K +$165K +10,460 +559%
HCA
2505
Heck Capital Advisors
Wisconsin
$149K +$194K +12,290 New
CQS
2506
Credential Qtrade Securities
$147K +$28.1K +1,780 +17%
BCFD
2507
Boit C.F. David
$146K +$190K +12,000 New
JWA
2508
JFS Wealth Advisors
Pennsylvania
$144K -$78.1K -4,940 -29%
JWM
2509
Janiczek Wealth Management
Colorado
$143K -$85.8K -5,430 -31%
AIM
2510
Axiom Investment Management
New York
$142K -$233K -14,750 -56%
BWM
2511
BerganKDV Wealth Management
Minnesota
$142K +$31.8K +2,010 +21%
KFI
2512
Key Financial Inc
Pennsylvania
$141K – – –
SFCL
2513
Strengthening Families & Communities LLC
Massachusetts
$141K +$9.49K +600 +5%
OCM
2514
Osterweis Capital Management
California
$139K +$181K +11,460 New
TFM
2515
TFC Financial Management
Massachusetts
$137K -$34.6K -2,190 -16%
EARNEST Partners
2516
EARNEST Partners
Georgia
$135K – – –
EL
2517
EMFO LLC
Florida
$134K -$23.7K -1,500 -12%
TCWA
2518
Ten Capital Wealth Advisors
Washington
$130K -$8.54K -540 -5%
DIP
2519
DT Investment Partners
Pennsylvania
$129K -$166K -10,480 -50%
AP
2520
Atwood & Palmer
Missouri
$127K -$123K -7,760 -43%
SIS
2521
Sound Income Strategies
Florida
$127K -$47K -2,970 -22%
HWM
2522
HighMark Wealth Management
Minnesota
$127K +$41.9K +2,650 +34%
DWP
2523
Destiny Wealth Partners
Florida
$126K -$73.8K -4,670 -31%
ME
2524
McIlrath & Eck
Washington
$125K +$27.8K +1,760 +21%
APW
2525
Acima Private Wealth
Virginia
$121K – – –