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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
2201
Halbert Hargrove Global Advisors
California
$311K -$22.2K -1,029 -7%
MF
2202
Manchester Financial
California
$311K +$47.2K +2,189 +18%
SFP
2203
Sterling Financial Planning
New Jersey
$311K +$309K +14,332 New
MC
2204
Middleton & Co
Massachusetts
$310K – – –
CCA
2205
Column Capital Advisors
Indiana
$310K +$431 +20 +0.1%
Krane Funds Advisors
2206
Krane Funds Advisors
New York
$310K +$308K +14,273 New
DIM
2207
Delta Investment Management
California
$309K -$345K -16,009 -53%
FCFC
2208
First Citizens Financial Corp
Iowa
$309K -$76.1K -3,529 -20%
NEPPG
2209
New England Professional Planning Group
Rhode Island
$309K -$884 -41 -0.3%
MA
2210
Mezzasalma Advisors
New Jersey
$309K +$307K +14,216 New
BWM
2211
Baystate Wealth Management
Massachusetts
$308K -$93.8K -4,352 -24%
EFL
2212
ERn Financial LLC
Wisconsin
$307K +$43.9K +2,034 +17%
PWM
2213
Purus Wealth Management
California
$307K +$304K +14,110 New
FPGK
2214
Financial Partners Group (Kansas)
Kansas
$305K -$42K -1,949 -12%
MWM
2215
Maltin Wealth Management
New Jersey
$305K +$5.07K +235 +2%
NCM
2216
Northside Capital Management
Oregon
$304K -$198K -9,177 -40%
PCP
2217
Proficio Capital Partners
Massachusetts
$304K +$4.87K +226 +1%
PGIM Custom Harvest
2218
PGIM Custom Harvest
New Jersey
$304K +$300K +13,894 New
PP
2219
Professional Planning
California
$303K +$301K +13,943 New
MCM
2220
MV Capital Management
Maryland
$302K +$6.28K +291 +2%
Engineers Gate Manager
2221
Engineers Gate Manager
New York
$301K -$3.9M -180,699 -93%
D
2222
Diversified
Delaware
$301K +$301K +13,966 New
EI
2223
Ellevest Inc
New York
$300K +$35.7K +1,655 +14%
FI
2224
Financial Insights
Washington
$300K +$88.5K +4,104 +42%
FWM
2225
Fairhaven Wealth Management
Illinois
$299K +$40.9K +1,896 +16%