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Name Holding Trade Value Shares
Change
Change in
Stake
SP
2426
SWS Partners
Ohio
$25K +$26.2K +1,417 New
CPFP
2427
Clear Perspectives Financial Planning
Ohio
$24K – – –
MWA
2428
Miller Wealth Advisors
Colorado
$24K – – –
RAM
2429
Riggs Asset Management
Pennsylvania
$24K – – –
CFG
2430
Claremont Financial Group
California
$24K +$24.3K +1,313 New
CSIA
2431
Conrad Siegel Investment Advisors
Pennsylvania
$24K +$24.5K +1,324 New
FC
2432
Family CFO
California
$23K – – –
WA
2433
Win Advisors
Florida
$23K +$23.3K +1,262 New
HF
2434
Halpern Financial
Virginia
$22.2K +$1.15K +62 +5%
CP
2435
Corbenic Partners
Pennsylvania
$22K – – –
NOI
2436
Newton One Investments
Delaware
$22K – – –
SCA
2437
Sandy Cove Advisors
Massachusetts
$22K – – –
WPWM
2438
Western Pacific Wealth Management
Illinois
$22K – – –
MAM
2439
McCarthy Asset Management
California
$22K +$389 +21 +2%
CI Investments Inc
2440
CI Investments Inc
Ontario, Canada
$21K -$128K -6,930 -86%
ACM
2441
AUA Capital Management
Pennsylvania
$21K – – –
FCMA
2442
Foresight Capital Management Advisors
Michigan
$21K – – –
IA
2443
IFS Advisors
Kansas
$20K +$19 +1 +0.1%
CCM
2444
Copeland Capital Management
Pennsylvania
$19K – – –
JSAM
2445
J. Safra Asset Management
New York
$19K – – –
SIA
2446
SkyView Investment Advisors
New Jersey
$19K – – –
RBC
2447
Roble Belko & Company
Pennsylvania
$19K +$2.33K +126 +13%
CCS
2448
Crosspoint Capital Strategies
California
$19K +$20K +1,079 New
CCM
2449
Community Capital Management
Florida
$19K +$211K +11,420 +82%
CG
2450
Cutler Group
California
$18K -$13.3M -716,804 -100%