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Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
1026
Thomas J. Herzfeld Advisors
Florida
$70.1K
BCV
1027
Banque Cantonale Vaudoise
Switzerland
$69K +$78.4K +118 New
HIA
1028
Harbor Investment Advisory
Maryland
$66.5K -$397K -598 -84%
TFA
1029
Toth Financial Advisory
Virginia
$66.5K +$3.98K +6 +6%
LTI
1030
Laffer Tengler Investments
Tennessee
$65.9K
FSWA
1031
Financial Synergies Wealth Advisors
Texas
$64.9K +$66.4K +100 +1,000%
TCPG
1032
Trivant Custom Portfolio Group
California
$61.8K
OA
1033
Operose Advisors
Wisconsin
$60K +$67.7K +102 New
AWM
1034
Ameliora Wealth Management
Switzerland
$58.9K
SWA
1035
Sutton Wealth Advisors
Florida
$58.9K
AP
1036
Advisors Preferred
Maryland
$58.8K +$67.1K +101 New
OCM
1037
Orion Capital Management
California
$57.7K +$65.1K +98 New
IPW
1038
Impact Partnership Wealth
Georgia
$57.1K +$39.2K +59 +155%
FCG
1039
Financial Connections Group
California
$57K
RDFA
1040
Ritter Daniher Financial Advisory
Ohio
$55.9K
SSG
1041
Summit Securities Group
New York
$55K -$443K -667 -88%
FFA
1042
Farther Finance Advisors
California
$51.9K +$12.6K +19 +28%
BAAM
1043
Baker Avenue Asset Management
California
$50.6K
ICM
1044
Intrepid Capital Management
Florida
$48.9K +$55.1K +83 New
CCA
1045
Column Capital Advisors
Indiana
$47.7K
TIM
1046
Thompson Investment Management
Wisconsin
$47.4K
NS
1047
NBC Securities
Alabama
$47K +$53.1K +80 New
AFIA
1048
America First Investment Advisors
Nebraska
$45.9K
CYG
1049
Clean Yield Group
Vermont
$45.5K
CWM
1050
Compass Wealth Management
Connecticut
$44.7K