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Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
2426
Clear Perspectives Financial Planning
Ohio
$24K
MWA
2427
Miller Wealth Advisors
Colorado
$24K
RAM
2428
Riggs Asset Management
Pennsylvania
$24K
CFG
2429
Claremont Financial Group
California
$24K +$24.3K +1,313 New
CSIA
2430
Conrad Siegel Investment Advisors
Pennsylvania
$24K +$24.5K +1,324 New
FC
2431
Family CFO
California
$23K
WA
2432
Win Advisors
Florida
$23K +$23.3K +1,262 New
HF
2433
Halpern Financial
Virginia
$22.2K +$1.15K +62 +5%
CP
2434
Corbenic Partners
Pennsylvania
$22K
NOI
2435
Newton One Investments
Delaware
$22K
SCA
2436
Sandy Cove Advisors
Massachusetts
$22K
WPWM
2437
Western Pacific Wealth Management
Illinois
$22K
MAM
2438
McCarthy Asset Management
California
$22K +$389 +21 +2%
CI Investments Inc
2439
CI Investments Inc
Ontario, Canada
$21K -$128K -6,930 -86%
ACM
2440
AUA Capital Management
Pennsylvania
$21K
FCMA
2441
Foresight Capital Management Advisors
Michigan
$21K
IA
2442
IFS Advisors
Kansas
$20K +$19 +1 +0.1%
CCM
2443
Copeland Capital Management
Pennsylvania
$19K
JSAM
2444
J. Safra Asset Management
New York
$19K
SIA
2445
SkyView Investment Advisors
New Jersey
$19K
RBC
2446
Roble Belko & Company
Pennsylvania
$19K +$2.33K +126 +13%
CCS
2447
Crosspoint Capital Strategies
California
$19K +$20K +1,079 New
CCM
2448
Community Capital Management
Florida
$19K +$211K +11,420 +82%
CG
2449
Cutler Group
California
$18K -$13.3M -716,804 -100%
FEG
2450
Financial Enhancement Group
Indiana
$18K +$4.29K +232 +29%