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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2751
FSA Wealth Management
Massachusetts
$86K +$78K +781 New
FWM
2752
Focused Wealth Management
New York
$85.3K -$13.8K -138 -15%
SA
2753
Scarborough Advisors
Maryland
$83.6K +$75.9K +760 New
OBWP
2754
O'Brien Wealth Partners
Massachusetts
$83.4K +$75.7K +758 New
DFA
2755
DHJJ Financial Advisors
Illinois
$82.6K
FCMT
2756
Founders Capital Management (Texas)
Texas
$82.3K
AFS
2757
Annapolis Financial Services
Maryland
$78.7K -$68.6K -687 -49%
HIIFS
2758
Harel Insurance Investments & Financial Services
Israel
$76K -$231K -2,311 -77%
RDIA
2759
RE Dickinson Investment Advisors
Iowa
$76K
LIWM
2760
Long Island Wealth Management
New York
$76K +$69.2K +693 New
BHWM
2761
Beaird Harris Wealth Management
Texas
$75.7K +$3.7K +37 +6%
GA
2762
GoalVest Advisory
New York
$73.6K -$49.3K -493 -42%
TSWM
2763
Tyler-Stone Wealth Management
Ohio
$72.9K
MWM
2764
Mascoma Wealth Management
New Hampshire
$72.8K
RA
2765
Rational Advisors
New York
$72.4K -$102K -1,018 -61%
NFSG
2766
Newbridge Financial Services Group
Florida
$69.4K -$13.1K -131 -17%
WIA
2767
Wetzel Investment Advisors
Indiana
$69K +$62.9K +630 New
WFA
2768
West Financial Advisors
Iowa
$67.8K
AW
2769
Avion Wealth
Texas
$65K +$9.59K +96 +19%
DCM
2770
Davis Capital Management
Florida
$63.7K +$57.9K +579 New
ASBI
2771
American State Bank (Iowa)
Iowa
$63.2K
TLA
2772
Tanglewood Legacy Advisors
Texas
$60.6K
ACA
2773
American Capital Advisory
Idaho
$60.5K +$55K +550 New
IUHSA
2774
Itau Unibanco Holding S.A.
Brazil
$60.1K -$5.7K -57 -9%
UOTTAIMCU
2775
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$59.9K