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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
2451
Econ Financial Services
Pennsylvania
$26K +$26K +1,392 New
CPFP
2452
Clear Perspectives Financial Planning
Ohio
$25K – – –
RAM
2453
Riggs Asset Management
Pennsylvania
$25K – – –
MWA
2454
Miller Wealth Advisors
Colorado
$25K +$25.3K +1,353 New
Loomis, Sayles & Company
2455
Loomis, Sayles & Company
Massachusetts
$24K -$20.4K -1,091 -46%
FC
2456
Family CFO
California
$24K +$23.7K +1,267 New
CP
2457
Corbenic Partners
Pennsylvania
$23K – – –
NOI
2458
Newton One Investments
Delaware
$23K – – –
WPWM
2459
Western Pacific Wealth Management
Illinois
$23K +$23.4K +1,253 New
SCA
2460
Sandy Cove Advisors
Massachusetts
$23K +$23.4K +1,254 New
MAM
2461
McCarthy Asset Management
California
$22K -$206 -11 -0.9%
ACM
2462
AUA Capital Management
Pennsylvania
$22K – – –
FCMA
2463
Foresight Capital Management Advisors
Michigan
$22K +$21.7K +1,161 New
HF
2464
Halpern Financial
Virginia
$21.9K – – –
CCM
2465
Copeland Capital Management
Pennsylvania
$20K – – –
SIA
2466
SkyView Investment Advisors
New Jersey
$20K +$19.9K +1,066 New
JRFS
2467
James Reed Financial Services
Ohio
$20K +$21K +1,124 New
IA
2468
IFS Advisors
Kansas
$20K +$21.1K +1,128 New
AW
2469
Alaethes Wealth
Nevada
$19K -$73.3K -3,923 -80%
LFA
2470
Level Financial Advisors
New York
$18K +$17.7K +948 New
MBFW
2471
Morton Brown Family Wealth
Pennsylvania
$18K +$17.7K +949 New
OA
2472
Operose Advisors
Wisconsin
$18K +$17.7K +949 New
RBC
2473
Roble Belko & Company
Pennsylvania
$17K -$8.04K -430 -31%
JEST
2474
JTC Employer Solutions Trustee
Jersey
$17K – – –
OF
2475
Outfitter Financial
Maine
$17K +$17.3K +927 New