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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
1026
Banque Cantonale Vaudoise
Switzerland
$69K +$78.4K +118 New
HIA
1027
Harbor Investment Advisory
Maryland
$66.5K -$397K -598 -84%
TFA
1028
Toth Financial Advisory
Virginia
$66.5K +$3.98K +6 +6%
LTI
1029
Laffer Tengler Investments
Tennessee
$65.9K – – –
FSWA
1030
Financial Synergies Wealth Advisors
Texas
$64.9K +$66.4K +100 +1,000%
TCPG
1031
Trivant Custom Portfolio Group
California
$61.8K – – –
OA
1032
Operose Advisors
Wisconsin
$60K +$67.7K +102 New
AWM
1033
Ameliora Wealth Management
Switzerland
$58.9K – – –
SWA
1034
Sutton Wealth Advisors
Florida
$58.9K – – –
AP
1035
Advisors Preferred
Maryland
$58.8K +$67.1K +101 New
OCM
1036
Orion Capital Management
California
$57.7K +$65.1K +98 New
IPW
1037
Impact Partnership Wealth
Georgia
$57.1K +$39.2K +59 +155%
FCG
1038
Financial Connections Group
California
$57K – – –
RDFA
1039
Ritter Daniher Financial Advisory
Ohio
$55.9K – – –
SSG
1040
Summit Securities Group
New York
$55K -$443K -667 -88%
FFA
1041
Farther Finance Advisors
California
$51.9K +$12.6K +19 +28%
BAAM
1042
Baker Avenue Asset Management
California
$50.6K – – –
ICM
1043
Intrepid Capital Management
Florida
$48.9K +$55.1K +83 New
CCA
1044
Column Capital Advisors
Indiana
$47.7K – – –
TIM
1045
Thompson Investment Management
Wisconsin
$47.4K – – –
NS
1046
NBC Securities
Alabama
$47K +$53.1K +80 New
AFIA
1047
America First Investment Advisors
Nebraska
$45.9K – – –
CYG
1048
Clean Yield Group
Vermont
$45.5K – – –
CWM
1049
Compass Wealth Management
Connecticut
$44.7K – – –
BCPWM
1050
Bradley & Co Private Wealth Management
Florida
$43.6K +$48.5K +73 +7,300%