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Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
2126
Osborne Partners Capital Management
California
$642K -$54.9K -1,036 -8%
MLFP
2127
MPS Loria Financial Planners
Illinois
$642K +$2.91K +55 +0.4%
CA
2128
Capital Advantage
California
$641K +$43.5K +822 +7%
EWA
2129
ERTS Wealth Advisors
Michigan
$640K -$10.9K -206 -2%
SFWC
2130
Strategic Family Wealth Counselors
New Jersey
$640K +$1.01K +19 +0.2%
MPW
2131
Monterey Private Wealth
California
$639K +$79.8K +1,507 +14%
PP
2132
PDS Planning
Ohio
$639K +$125K +2,356 +23%
GWS
2133
Glassman Wealth Services
Virginia
$638K -$1.75K -33 -0.3%
NLP
2134
Next Level Private
New York
$638K +$232K +4,385 +54%
PWM
2135
Palumbo Wealth Management
New York
$637K +$19.9K +375 +3%
AGA
2136
Accuvest Global Advisors
Utah
$637K +$120K +2,256 +22%
SFG
2137
Sowa Financial Group
Rhode Island
$635K -$20.6K -389 -3%
HAS
2138
HBW Advisory Services
California
$633K +$153K +2,884 +30%
EMG
2139
ETF Managers Group
New Jersey
$632K +$21.3K +403 +3%
I2I
2140
Insight 2811 Inc
Illinois
$632K +$37.8K +713 +6%
Cohen & Steers
2141
Cohen & Steers
New York
$629K +$9.96K +188 +2%
RBC
2142
Roble Belko & Company
Pennsylvania
$628K +$7.47K +141 +1%
UWM
2143
USAdvisors Wealth Management
Minnesota
$628K +$37.5K +708 +6%
PWM
2144
Penobscot Wealth Management
Maine
$625K -$1.14M -21,602 -64%
APG
2145
Abacus Planning Group
South Carolina
$623K +$92.8K +1,752 +17%
QIM
2146
Quest Investment Management
Oregon
$619K +$106K +2,007 +20%
TCM
2147
Tributary Capital Management
Nebraska
$619K +$154K +2,900 +31%
MHIC
2148
Marble Harbor Investment Counsel
Massachusetts
$616K +$96.7K +1,826 +18%
AWG
2149
Altus Wealth Group
Colorado
$613K +$49.1K +926 +8%
GAB
2150
German American Bancorp
Indiana
$613K +$91.4K +1,726 +17%