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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
2401
Lowe Wealth Advisors
Maryland
$101K +$14.5K +529 +13%
NEAM
2402
New England Asset Management
Connecticut
$99K
WOC
2403
West Oak Capital
California
$98K -$10.9K -398 -8%
CAL
2404
Capital Advisors Ltd
Ohio
$97K
ECM
2405
EII Capital Management
New York
$97K
LWS
2406
Lucia Wealth Services
California
$97K +$90K +3,295 +301%
RFWA
2407
RPg Family Wealth Advisory
Massachusetts
$93.3K +$546 +20 +0.5%
POIA
2408
Pin Oak Investment Advisors
Texas
$93K
AW
2409
Alpha Windward
Massachusetts
$91K
SFFS
2410
Stonehage Fleming Financial Services
Jersey
$88K
MWA
2411
Moser Wealth Advisors
Washington
$87K
HI
2412
Human Investing
Oregon
$81K -$96.7K -3,540 -49%
BSG
2413
Black Swift Group
Colorado
$80K +$99.4K +3,637 New
SIAS
2414
Shine Investment Advisory Services
Colorado
$75K
SA
2415
SRH Advisors
Kansas
$71K
CI Investments Inc
2416
CI Investments Inc
Ontario, Canada
$70K -$51.9K -1,900 -37%
SC
2417
Solstein Capital
California
$67K +$21.1K +773 +34%
CI
2418
CX Institutional
Indiana
$65K -$25.7K -941 -24%
SL
2419
Salomon & Ludwin
Virginia
$63K -$5.68K -208 -7%
SMFG
2420
Sumitomo Mitsui Financial Group
Japan
$63K +$78.7K +2,881 New
AC
2421
AlphaCore Capital
California
$59K -$335K -12,268 -82%
PW
2422
Price Wealth
Texas
$59K +$14.3K +523 +24%
AA
2423
AlphaMark Advisors
Kentucky
$59K +$22.2K +813 +44%
CFG
2424
CKW Financial Group
Hawaii
$58K -$23.2K -848 -24%
FMTCOCP
2425
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K -$26.9K -986 -29%