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Name Holding Trade Value Shares
Change
Change in
Stake
PPP
2676
Prism Planning Partners
Illinois
$219K +$218K +5,379 New
BAM
2677
BOCHK Asset Management
Hong Kong
$219K +$40.6K +1,000 +23%
ML
2678
Mayport LLC
Massachusetts
$218K +$217K +5,362 New
Loomis, Sayles & Company
2679
Loomis, Sayles & Company
Massachusetts
$218K -$4.1K -101 -2%
QIM
2680
Quest Investment Management
Oregon
$217K – – –
GA
2681
GSG Advisors
New Jersey
$217K -$9.25K -228 -4%
PFA
2682
Plotkin Financial Advisors
Maryland
$216K – – –
CWM
2683
CarsonAllaria Wealth Management
Illinois
$216K -$9.01K -222 -4%
SFP
2684
Shepherd Financial Partners
Massachusetts
$216K +$81 +2 +0%
HCP
2685
Holt Capital Partners
Texas
$216K – – –
EFL
2686
ERn Financial LLC
Wisconsin
$216K +$5.35K +132 +3%
AA
2687
Acorns Advisers
California
$216K +$215K +5,307 New
CCW
2688
Coastline Complete Wealth
South Carolina
$216K +$215K +5,303 New
FA
2689
Fermata Advisors
California
$216K +$9.94K +245 +5%
HWA
2690
HHM Wealth Advisors
Tennessee
$216K -$10.1K -250 -5%
CNWM
2691
Clay Northam Wealth Management
California
$215K – – –
S
2692
SharpePoint
Arizona
$215K +$215K +5,289 New
LWM
2693
LeConte Wealth Management
Tennessee
$215K -$25.8K -637 -11%
HGWM
2694
Horst & Graben Wealth Management
Oregon
$215K -$9.09K -224 -4%
PWM
2695
Peak Wealth Management
New Hampshire
$214K +$213K +5,260 New
GWA
2696
Genesis Wealth Advisors
Massachusetts
$214K – – –
MAS
2697
MPWM Advisory Solutions
Georgia
$214K +$21.3K +525 +11%
AA
2698
Aufman Associates
Pennsylvania
$213K – – –
CFG
2699
CKW Financial Group
Hawaii
$213K -$1.01K -25 -0.5%
CSI
2700
Clark & Stuart Inc
Maine
$213K – – –