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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
2626
Sit Investment Associates
Minnesota
$116K – – –
FCMT
2627
Founders Capital Management (Texas)
Texas
$115K – – –
AWM
2628
AllSquare Wealth Management
New York
$114K – – –
CCM
2629
Copeland Capital Management
Pennsylvania
$113K – – –
OAJ
2630
Ogorek Anthony Joseph
New York
$110K -$3.77K -13 -3%
CAM
2631
Costello Asset Management
Pennsylvania
$109K +$290 +1 +0.3%
WPWM
2632
Western Pacific Wealth Management
Illinois
$107K – – –
BWM
2633
Bernard Wealth Management
Michigan
$107K – – –
CS
2634
CapitalatWork SA
$106K – – –
SVWA
2635
Sarver Vrooman Wealth Advisors
Missouri
$104K – – –
GG
2636
Gleason Group
Kentucky
$102K +$580 +2 +0.6%
APW
2637
Aventura Private Wealth
Florida
$102K -$51.9K -179 -33%
AAG
2638
Armstrong Advisory Group
Massachusetts
$102K -$24.1K -83 -19%
HFS
2639
Hughes Financial Services
Virginia
$101K +$1.74K +6 +2%
CF
2640
Conquis Financial
California
$99.9K – – –
FC
2641
Financial Consulate
Maryland
$99.3K +$102K +352 New
TCB
2642
Texas Capital Bancshares
Texas
$99.3K -$111K -382 -52%
IWP
2643
IAG Wealth Partners
Wisconsin
$95.5K +$580 +2 +0.6%
TIM
2644
Tortoise Investment Management
New York
$93.7K +$2.9K +10 +3%
TFGT
2645
TS Financial Group (TSFG)
Illinois
$92K +$290 +1 +0.3%
VWM
2646
Vermillion Wealth Management
Minnesota
$90.1K – – –
DFA
2647
DHJJ Financial Advisors
Illinois
$90K -$290 -1 -0.3%
MAM
2648
Marquette Asset Management
Minnesota
$88.9K +$16.8K +58 +23%
SA
2649
Seneschal Advisors
Washington
$85.4K +$87.9K +303 New
CWM
2650
Copia Wealth Management
Oregon
$85.2K +$50.8K +175 +138%