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Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
101
New England Capital Financial Advisors
Connecticut
$7.05K – – –
JP Morgan Chase
102
JP Morgan Chase
New York
$6.55K -$2.55K -143 -26%
HHCP
103
Hilton Head Capital Partners
South Carolina
$6.49K – – –
MA
104
Montag & Associates
Georgia
$5.36K – – –
PB
105
Pinnacle Bancorp
Nebraska
$5.28K – – –
SWA
106
SOA Wealth Advisors
New York
$5.17K – – –
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$4.17K -$5.47K -307 -53%
LI
108
LRI Investments
Florida
$3.76K – – –
BFS
109
Bare Financial Services
Pennsylvania
$3.73K +$3.53K +198 +460%
BWA
110
Basecamp Wealth Advisors
Washington
$3.33K -$55.1K -3,095 -94%
CIA
111
Cape Investment Advisory
Georgia
$2.69K +$3.1K +174 New
GRP
112
Global Retirement Partners
California
$2.57K +$2.96K +166 New
BWAM
113
Boyd Watterson Asset Management
Ohio
$2.32K – – –
PGAM
114
Princeton Global Asset Management
New Jersey
$2.15K – – –
Bessemer Group
115
Bessemer Group
New Jersey
$2K – – –
GWM
116
Geneos Wealth Management
Colorado
$1.92K – – –
APFP
117
Action Point Financial Planning
Michigan
$1.38K +$1.6K +90 New
BIA
118
Bell Investment Advisors
California
$1.27K -$53 -3 -4%
WAU
119
Wellington-Altus USA
Manitoba, Canada
$1.15K – – –
GTAM
120
Global Trust Asset Management
Florida
$1.04K – – –
RBC
121
Roble Belko & Company
Pennsylvania
$1K – – –
KG
122
Kilter Group
New York
$930 +$1.07K +60 New
CFM
123
Cornerstone Financial Management
Massachusetts
$867 – – –
CIAM
124
Caitong International Asset Management
Hong Kong
$744 +$534 +30 +167%
IA
125
IFG Advisory
Georgia
$620 +$713 +40 New