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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
3076
Carmel Capital Partners
California
$131K +$54.3K +299 +63%
LF
3077
Lee Financial
Texas
$120K +$4.36K +24 +3%
BBPWM
3078
Blue Bell Private Wealth Management
Pennsylvania
$118K – – –
BCM
3079
Basso Capital Management
Connecticut
$114K – – –
CPG
3080
Cornerstone Planning Group
New Jersey
$112K +$29.1K +160 +32%
AFS
3081
Annapolis Financial Services
Maryland
$110K -$12.9K -71 -10%
NCM
3082
Northwest Capital Management
Oregon
$110K – – –
PWMA
3083
Pension & Wealth Management Advisors
Massachusetts
$106K +$182 +1 +0.2%
RBC
3084
Roble Belko & Company
Pennsylvania
$105K +$3.81K +21 +4%
PP
3085
PrairieView Partners
Minnesota
$104K -$22.7K -125 -17%
BFP
3086
Briaud Financial Planning
Texas
$104K +$112K +616 New
GG
3087
Gleason Group
Kentucky
$104K +$726 +4 +0.7%
MAWCM
3088
Mine & Arao Wealth Creation & Management
California
$103K +$363 +2 +0.3%
BHWM
3089
Beaird Harris Wealth Management
Texas
$102K +$8.36K +46 +8%
RA
3090
Rise Advisors
New York
$100K -$908 -5 -0.8%
EARNEST Partners
3091
EARNEST Partners
Georgia
$96.4K – – –
KA
3092
Kozak & Associates
Colorado
$96.1K +$4.72K +26 +5%
BAM
3093
Byrne Asset Management
New Jersey
$95K – – –
NMG
3094
New Millennium Group
Utah
$94.2K – – –
CFD
3095
Creative Financial Designs
Indiana
$91.5K -$545 -3 -0.6%
GM
3096
GeoWealth Management
Illinois
$90K +$77.4K +426 +410%
VAG
3097
VisionPoint Advisory Group
Texas
$89.2K +$25.8K +142 +37%
C
3098
Covestor
United Kingdom
$87K -$1.82K -10 -2%
AWM
3099
Abound Wealth Management
Tennessee
$86.8K +$7.81K +43 +9%
OAJ
3100
Ogorek Anthony Joseph
New York
$85K – – –