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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
2976
True Wealth Design
Ohio
$70.7K +$11.4K +32 +19%
3FI
2977
3 Factor Indexing
California
$70.7K +$71.7K +201 New
AWA
2978
Acumen Wealth Advisors
Tennessee
$70.4K
ETS
2979
ESL Trust Services
New York
$70.4K
JFG
2980
JDM Financial Group
Texas
$70.4K
MAM
2981
Morse Asset Management
Connecticut
$70.4K
Walleye Trading
2982
Walleye Trading
New York
$70.4K
TC
2983
Tacita Capital
Ontario, Canada
$70.4K +$5.35K +15 +8%
LCA
2984
Legend Capital Advisors
New York
$70.4K +$71.3K +200 New
MPW
2985
MASECO Private Wealth
$70.3K +$71.3K +200 New
EA
2986
Evolution Advisers
Virginia
$70K
OC
2987
Oakmont Corp
California
$69.7K
IUHSA
2988
Itau Unibanco Holding S.A.
Brazil
$69K +$2.5K +7 +4%
LWMI
2989
Legacy Wealth Management (Idaho)
Idaho
$68.6K +$2.85K +8 +4%
HWP
2990
Highline Wealth Partners
California
$66.7K +$7.84K +22 +13%
MGI
2991
Miller Global Investments
Texas
$65.1K +$66K +185 New
GLF
2992
Groupe la Francaise
France
$64K +$64.9K +182 New
MNA
2993
Manning & Napier Advisors
New York
$63.2K +$29.9K +84 +87%
FDW
2994
Fourth Dimension Wealth
Ohio
$63K
CFS
2995
CGC Financial Services
Oregon
$61.6K
RA
2996
Rational Advisors
New York
$61.6K
FFC
2997
First Financial Corp
Indiana
$60.9K -$2.14K -6 -3%
NEWAS
2998
N.E.W. Advisory Services
Wisconsin
$60.2K -$23.5K -66 -28%
MSG
2999
Main Street Group
Virginia
$58.8K +$59.5K +167 New
FFA
3000
Frazier Financial Advisors
Ohio
$58.8K +$32.1K +90 +117%