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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1751
JFS Wealth Advisors
Pennsylvania
$40.1K – – –
RI
1752
Ridgewood Investments
New Jersey
$39.5K – – –
C
1753
Covestor
United Kingdom
$39K +$5.43K +76 +13%
CSC
1754
Caldwell Sutter Capital
California
$38.6K +$14.3K +200 +45%
EC
1755
Elequin Capital
New York
$38K -$5.14K -72 -10%
DMBA
1756
Deseret Mutual Benefit Administrators
Utah
$37.9K – – –
NC
1757
NewSquare Capital
Pennsylvania
$36.6K +$6.5K +91 +18%
OLVIG
1758
Oliver Lagore Vanvalin Investment Group
Michigan
$36.2K – – –
RAM
1759
Ramirez Asset Management
New York
$36.2K – – –
AWM
1760
Activest Wealth Management
Florida
$35.8K -$26.8K -375 -39%
PWMG
1761
Private Wealth Management Group
New Jersey
$35.7K – – –
RWS
1762
Retirement Wealth Solutions
Wisconsin
$34.8K +$37.6K +527 New
KG
1763
Kieckhefer Group
Wisconsin
$33.2K +$39.3K +550 New
AWM
1764
Abound Wealth Management
Tennessee
$31.2K -$2.57K -36 -6%
HNW
1765
High Note Wealth
Minnesota
$31K +$36.7K +514 New
GEA
1766
Glen Eagle Advisors
New Jersey
$30.8K +$357 +5 +1%
EWP
1767
Elevation Wealth Partners
California
$30.2K -$7.14K -100 -17%
M
1768
MOTCO
Texas
$30.2K -$12.5K -175 -26%
BL
1769
BFSG LLC
California
$30.2K – – –
MTIC
1770
Missouri Trust & Investment Company
Missouri
$30.2K – – –
FMTCOCP
1771
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K – – –
AWM
1772
AllSquare Wealth Management
New York
$29.7K +$3.57K +50 +11%
GIA
1773
GHP Investment Advisors
Colorado
$29.3K +$15.9K +223 +85%
RF
1774
Roxbury Financial
New Jersey
$29K +$28.8K +403 New
MSWM
1775
Mowery & Schoenfeld Wealth Management
Illinois
$28.2K -$43.2K -605 -56%