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Name Holding Trade Value Shares
Change
Change in
Stake
RG
2351
Retirement Group
California
$103K +$113K +3,329 New
SC
2352
Steph & Co
Wisconsin
$102K -$191K -5,630 -63%
WC
2353
Wexford Capital
Florida
$102K +$112K +3,288 New
PFO
2354
Pathstone Family Office
New Jersey
$100K -$35.9K -1,057 -25%
LD
2355
Lipe & Dalton
New York
$100K – – –
CIAS
2356
CBIZ Investment Advisory Services
Ohio
$98K – – –
NCM
2357
New Capital Management
Texas
$98K +$107K +3,162 +158,100%
NL
2358
NVWM LLC
Pennsylvania
$94K – – –
NG
2359
NWK Group
California
$92K +$11K +324 +12%
CFD
2360
Creative Financial Designs
Indiana
$91K +$37.4K +1,100 +60%
RWB
2361
RMR Wealth Builders
New Jersey
$91K +$98.9K +2,910 New
MWA
2362
Moser Wealth Advisors
Washington
$87K – – –
AA
2363
AlphaMark Advisors
Kentucky
$86K -$510 -15 -0.5%
EARNEST Partners
2364
EARNEST Partners
Georgia
$86K – – –
KFS
2365
Kelly Financial Services
Massachusetts
$85K -$612 -18 -0.7%
PP
2366
Pacifica Partners
Canada
$84K +$11.2K +331 +15%
MIFH
2367
Migdal Insurance & Financial Holdings
Israel
$80K -$544 -16 -0.6%
CCA
2368
Column Capital Advisors
Indiana
$79K -$107K -3,162 -55%
PCM
2369
Penserra Capital Management
California
$79K -$14.5K -428 -14%
TFGT
2370
TS Financial Group (TSFG)
Illinois
$75K +$1.9K +56 +2%
ICM
2371
Islay Capital Management
Texas
$75K +$3.57K +105 +5%
GG
2372
Gleason Group
Kentucky
$72K +$815 +24 +1%
CCM
2373
CAAS Capital Management
New York
$72K +$78.8K +2,319 New
LGWM
2374
Litman Gregory Wealth Management
California
$71K – – –
LF
2375
Lee Financial
Texas
$70K +$16.1K +474 +27%