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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2676
Mark Sheptoff Financial Planning
Connecticut
$205K
LAS
2677
Lloyd Advisory Services
Georgia
$204K +$205K +13,990 New
BWM
2678
BCGM Wealth Management
Indiana
$203K +$204K +13,880 New
HP
2679
HT Partners
Connecticut
$201K +$201K +13,720 New
MA
2680
MAS Advisors
Florida
$200K +$201K +13,680 New
OCM
2681
Osterweis Capital Management
California
$199K +$31.4K +2,140 +19%
JFG
2682
JDM Financial Group
Texas
$198K +$199K +13,560 New
RA
2683
Rise Advisors
New York
$198K -$880 -60 -0.4%
AAG
2684
Armstrong Advisory Group
Massachusetts
$190K +$191K +13,030 New
WSCM
2685
Wellington Shields Capital Management
New York
$187K -$73.3K -5,000 -28%
ICM
2686
Islay Capital Management
Texas
$186K
BIA
2687
Bell Investment Advisors
California
$185K +$84.9K +5,790 +85%
HCA
2688
Heck Capital Advisors
Wisconsin
$183K +$3.37K +230 +2%
OIM
2689
Oder Investment Management
California
$178K -$468K -31,910 -72%
AWM
2690
Atticus Wealth Management
Florida
$178K -$98.7K -6,730 -36%
BCFD
2691
Boit C.F. David
$175K
WPA
2692
West Paces Advisors
Georgia
$173K -$14.8K -1,010 -8%
SFCL
2693
Strengthening Families & Communities LLC
Massachusetts
$170K
EE
2694
EWG Elevate
California
$169K +$170K +11,590 New
EARNEST Partners
2695
EARNEST Partners
Georgia
$163K
MRCM
2696
M&R Capital Management
New Jersey
$161K -$36.7K -2,500 -18%
EL
2697
EMFO LLC
Florida
$161K
SC
2698
Solstein Capital
California
$156K -$97.1K -6,620 -38%
FIM
2699
FWL Investment Management
Texas
$156K +$156K +10,650 New
MIM
2700
Meridiem Investment Management
United Kingdom
$153K +$154K +10,480 New