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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
2126
Pasadena Private Wealth
California
$63K +$60.1K +572 New
LWA
2127
Lowe Wealth Advisors
Maryland
$62K – – –
SFP
2128
Sterling Financial Planning
New Jersey
$62K – – –
TFIPS
2129
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.1K – – –
ONST
2130
Old North State Trust
North Carolina
$60K – – –
CCM
2131
Cribstone Capital Management
Maine
$59K -$2.1K -20 -4%
EARNEST Partners
2132
EARNEST Partners
Georgia
$59K – – –
FMP
2133
Financial Management Professionals
Texas
$58K +$1.36K +13 +2%
LWA
2134
Lenox Wealth Advisors
New York
$58K +$9.35K +89 +20%
HWM
2135
HighMark Wealth Management
Minnesota
$57K -$4.83K -46 -8%
SAM
2136
S.A. Mason
Michigan
$56K – – –
AI
2137
ArchPoint Investors
Florida
$55K – – –
AWM
2138
Atticus Wealth Management
Florida
$53K -$630 -6 -1%
SWM
2139
Selective Wealth Management
Virginia
$53K +$31.5K +300 +166%
GFPC
2140
Global Financial Private Client
Florida
$52.9K – – –
FCM
2141
Firestone Capital Management
Florida
$51K – – –
TFM
2142
TFC Financial Management
Massachusetts
$51K – – –
MWM
2143
Mascoma Wealth Management
New Hampshire
$51K +$49.5K +471 New
HR
2144
Howe & Rusling
New York
$50K – – –
WAM
2145
Wolverine Asset Management
Illinois
$49K +$47.8K +455 New
GG
2146
Gleason Group
Kentucky
$48K +$210 +2 +0.5%
RDFA
2147
Ritter Daniher Financial Advisory
Ohio
$47K – – –
GCM
2148
Gladius Capital Management
Illinois
$46K +$43.8K +417 New
KFS
2149
Kelly Financial Services
Massachusetts
$45.4K -$210 -2 -0.5%
CPFP
2150
Clear Perspectives Financial Planning
Ohio
$45K – – –