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Name Holding Trade Value Shares
Change
Change in
Stake
CH
2051
Canton Hathaway
Rhode Island
$76K
COCM
2052
Charter Oak Capital Management
New Hampshire
$73K
EC
2053
Estate Counselors
Wisconsin
$73K
TC
2054
Tacita Capital
Ontario, Canada
$73K
EWM
2055
Elmwood Wealth Management
California
$73K +$76.4K +314 New
LWANC
2056
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K
FFG
2057
Ford Financial Group
California
$71K +$74.7K +307 New
TIM
2058
Tortoise Investment Management
New York
$70K +$11.4K +47 +19%
C
2059
Covestor
United Kingdom
$70K +$73.7K +303 New
AA
2060
AlphaCentric Advisors
Puerto Rico
$69K -$210K -863 -74%
CC
2061
Corsicana & Co
Texas
$69K
SC
2062
Seldon Capital
California
$69K +$72.2K +297 New
CCA
2063
Column Capital Advisors
Indiana
$65K
GIA
2064
Goodwin Investment Advisory
Georgia
$65K
EIP
2065
Ellis Investment Partners
Pennsylvania
$64K +$243 +1 +0.4%
CG
2066
Cutler Group
California
$62K -$3.97M -16,320 -98%
CWM
2067
Cranbrook Wealth Management
Michigan
$62K -$4.86K -20 -7%
HFM
2068
Harvest Fund Management
China
$60K
MFA
2069
McClarren Financial Advisors
Pennsylvania
$60K +$486 +2 +0.8%
CWM
2070
CarsonAllaria Wealth Management
Illinois
$60K +$63K +259 New
LAS
2071
Lloyd Advisory Services
Georgia
$59K +$1.46K +6 +2%
RG
2072
Retirement Group
California
$59K +$19.5K +80 +46%
TI
2073
Truehand Inc
New Hampshire
$58K
EPM
2074
Equitec Proprietary Markets
Illinois
$58K +$60.8K +250 New
AWA
2075
Amplius Wealth Advisors
Pennsylvania
$57K +$60.8K +250 New