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Name Holding Trade Value Shares
Change
Change in
Stake
FCG
3076
Financial Connections Group
California
$174K +$15.1K +73 +9%
KFS
3077
Kelly Financial Services
Massachusetts
$172K -$3.72K -18 -2%
HS
3078
Horan Securities
United States
$172K +$12.2K +59 +8%
FMP
3079
Financial Management Professionals
Texas
$170K +$109K +526 +156%
ACM
3080
Antonetti Capital Management
Florida
$169K -$78.9K -382 -31%
FWM
3081
Focused Wealth Management
New York
$169K +$3.51K +17 +2%
EL
3082
EMFO LLC
Florida
$166K
BIA
3083
Bell Investment Advisors
California
$163K +$171K +826 New
SFG
3084
Steward Financial Group
Texas
$159K -$74.8K -362 -31%
FDCC
3085
Foster Dykema Cabot & Co
Massachusetts
$159K -$30.2K -146 -15%
HCM
3086
Highlander Capital Management
New Jersey
$158K
POIA
3087
Pin Oak Investment Advisors
Texas
$157K -$11.8K -57 -7%
DGAM
3088
Desjardins Global Asset Management
Quebec, Canada
$155K +$27.5K +133 +20%
EARNEST Partners
3089
EARNEST Partners
Georgia
$154K
AWM
3090
Accel Wealth Management
Iowa
$151K -$9.51K -46 -6%
JSAM
3091
J. Safra Asset Management
New York
$151K
RWM
3092
Raffa Wealth Management
District of Columbia
$149K +$827 +4 +0.5%
CWAF
3093
Core Wealth Advisors (Florida)
Florida
$149K -$21.7K -105 -12%
DAL
3094
Delta Accumulation LLC
California
$149K +$207 +1 +0.1%
TIM
3095
Tortoise Investment Management
New York
$149K +$8.89K +43 +6%
ST
3096
Sageworth Trust
Pennsylvania
$145K +$131K +636 +636%
BMD
3097
Better Money Decisions
New Mexico
$145K +$152K +735 New
LWP
3098
Laurel Wealth Planning
Minnesota
$144K
CMP
3099
Coston McIsaac & Partners
Maine
$144K +$151K +730 New
FNBOSM
3100
First National Bank of South Miami
Florida
$142K -$180K -869 -55%