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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1276
True Wealth Design
Ohio
$127K +$65.5K +142 +406%
FC
1277
Financial Consulate
Maryland
$123K +$78.9K +171 New
ABWM
1278
Alpine Bank Wealth Management
Colorado
$123K +$31.4K +68 +66%
HPC
1279
HM Payson & Co
Maine
$122K -$95.5K -207 -55%
MCM
1280
MV Capital Management
Maryland
$116K +$8.76K +19 +13%
WPA
1281
Wealth Preservation Advisors
Tennessee
$115K -$54.9K -119 -43%
C
1282
Covestor
United Kingdom
$112K
GKIM
1283
GW&K Investment Management
Massachusetts
$111K +$36.4K +79 +104%
NS
1284
NBC Securities
Alabama
$108K -$922 -2 -1%
FMII
1285
Farmers & Merchants Investments Inc
Nebraska
$107K +$68.7K +149 New
TFM
1286
TFC Financial Management
Massachusetts
$106K +$23.1K +50 +52%
ST
1287
Smithfield Trust
Pennsylvania
$104K +$20.3K +44 +44%
JWM
1288
JPL Wealth Management
Colorado
$103K +$65.9K +143 New
FFO
1289
Fortitude Family Office
Arizona
$101K +$922 +2 +1%
OP
1290
ORG Partners
Indiana
$99.9K +$15.2K +33 +31%
MAM
1291
Meeder Asset Management
Ohio
$98.4K -$48.4K -105 -43%
RA
1292
RiverPark Advisors
New York
$97.7K -$461 -1 -0.7%
BCWM
1293
Bartlett & Co Wealth Management
Ohio
$96.3K +$10.1K +22 +20%
M
1294
MOTCO
Texas
$94.8K +$60.9K +132 New
SIC
1295
SJS Investment Consulting
Ohio
$93.4K -$50.7K -110 -46%
MCM
1296
Manchester Capital Management
Vermont
$90.5K -$877K -1,901 -94%
MAS
1297
MPWM Advisory Solutions
Georgia
$89.8K
MSFP
1298
Mark Sheptoff Financial Planning
Connecticut
$86.9K +$49.3K +107 +764%
TFA
1299
Transamerica Financial Advisors
Florida
$86.2K +$55.3K +120 New
IWM
1300
Inlight Wealth Management
Georgia
$84.8K -$8.76K -19 -14%