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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
851
MV Capital Management
Maryland
$120K
BBA
852
Braun-Bostich & Associates
Pennsylvania
$119K -$139K -1,551 -57%
WQ
853
Wealth Quarterback
New Jersey
$116K +$3.54M +39,469 New
DWA
854
Dougherty Wealth Advisers
Minnesota
$113K
BAM
855
Belpointe Asset Management
Nevada
$111K +$100K +1,121 New
MFT
856
Moisand Fitzgerald Tamayo
Florida
$110K
RIA
857
Realta Investment Advisors
Delaware
$109K -$324K -3,618 -75%
AP
858
Atwood & Palmer
Missouri
$109K
CAW
859
Cornerstone Advisors (Washington)
Washington
$106K +$3.77K +42 +4%
GRP
860
Global Retirement Partners
California
$105K +$14.7K +164 +18%
CF
861
Centaurus Financial
California
$105K +$94.7K +1,056 New
HIIFS
862
Harel Insurance Investments & Financial Services
Israel
$103K +$92.6K +1,033 New
BCI
863
Brinker Capital Investments
Pennsylvania
$101K +$7.26K +81 +9%
ACM
864
Anfield Capital Management
California
$101K +$107K +1,189 New
FGAM
865
Financial Gravity Asset Management
Texas
$100K -$2.87K -32 -21%
WAM
866
Wolverine Asset Management
Illinois
$100K +$69.4K +774 +327%
FP
867
Financial Perspectives
Minnesota
$99.1K +$89.2K +995 New
FFW
868
Fusion Family Wealth
New York
$98K
WB
869
Webster Bank
Connecticut
$98K
GLI
870
Guardian Life Insurance
New York
$96K +$1.34K +15 +2%
PA
871
Procyon Advisors
Connecticut
$96K +$86K +959 New
CAL
872
Capital Advisors Ltd
Ohio
$89K
GWS
873
Glassman Wealth Services
Virginia
$88K +$1.17K +13 +1%
BRC
874
Bell Rock Capital
Delaware
$87K
ADL
875
Asset Dedication LLC
California
$86K +$896 +10 +1%