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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
2426
CBIZ Investment Advisory Services
Ohio
$148K – – –
CAM
2427
CenterStar Asset Management
Illinois
$146K – – –
PWM
2428
Provident Wealth Management
Tennessee
$145K +$146K +4,153 New
NIC
2429
Northwest Investment Counselors
Oregon
$143K +$144K +4,100 New
CA
2430
Centerpoint Advisors
Massachusetts
$142K +$3.19K +91 +2%
PS
2431
Planned Solutions
California
$141K +$142K +4,053 New
PFO
2432
Pathstone Family Office
New Jersey
$139K +$26.5K +756 +24%
EI
2433
Ellevest Inc
New York
$138K -$22.4K -640 -14%
HWA
2434
HHM Wealth Advisors
Tennessee
$132K +$9.12K +260 +7%
AA
2435
AlphaMark Advisors
Kentucky
$126K +$29.6K +843 +30%
LF
2436
Lee Financial
Texas
$124K +$45.7K +1,304 +58%
BAM
2437
Bellevue Asset Management
Washington
$121K +$877 +25 +0.7%
LWS
2438
Lucia Wealth Services
California
$118K – – –
SFFS
2439
Stonehage Fleming Financial Services
Jersey
$118K – – –
LD
2440
Lipe & Dalton
New York
$113K – – –
NCM
2441
New Capital Management
Texas
$110K – – –
KFS
2442
Kelly Financial Services
Massachusetts
$108K +$12.9K +368 +13%
MWA
2443
Moser Wealth Advisors
Washington
$98K – – –
MHR
2444
Matthew Hamilton Rosenberg
$97K -$18.5K -527 -16%
EARNEST Partners
2445
EARNEST Partners
Georgia
$97K – – –
NFSG
2446
Newbridge Financial Services Group
Florida
$95K +$96K +2,738 New
NG
2447
NWK Group
California
$92K -$11.4K -324 -11%
PP
2448
Pacifica Partners
Canada
$90K +$140 +4 +0.2%
CCA
2449
Column Capital Advisors
Indiana
$89K – – –
HS
2450
Horan Securities
United States
$86K +$9.5K +271 +12%