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Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
2076
Baker Avenue Asset Management
California
$47.9K +$3.74K +18 +9%
NECFA
2077
New England Capital Financial Advisors
Connecticut
$47.9K
FFA
2078
Fairfield Financial Advisors
Massachusetts
$47.5K
AWM
2079
Atticus Wealth Management
Florida
$46.7K -$1.87K -9 -4%
IAIM
2080
Industrial Alliance Investment Management
Quebec, Canada
$46K
CTB
2081
Country Trust Bank
Illinois
$45.9K
AssetMark Inc
2082
AssetMark Inc
California
$45.7K -$40.1K -193 -47%
HWM
2083
HighMark Wealth Management
Minnesota
$45.5K
WPA
2084
West Paces Advisors
Georgia
$45.5K +$1.87K +9 +4%
MAM
2085
Marquette Asset Management
Minnesota
$44.2K
IRC
2086
Investors Research Corp
Georgia
$44.2K
AFS
2087
Annapolis Financial Services
Maryland
$43.8K +$1.04K +5 +2%
AWM
2088
Ameliora Wealth Management
Switzerland
$42.5K
GA
2089
GoalVest Advisory
New York
$42.5K
UCB
2090
United Community Bank
South Carolina
$42.5K
FCA
2091
Fortis Capital Advisors
Kansas
$42.5K +$20.8K +100 +100%
NA
2092
Nordwand Advisors
Pennsylvania
$42.5K +$41.6K +200 New
BIA
2093
Bell Investment Advisors
California
$41.8K +$1.25K +6 +3%
GG
2094
Gleason Group
Kentucky
$40.7K
RFG
2095
RFP Financial Group
Georgia
$39.9K -$31.4K -151 -45%
FP
2096
Financial Perspectives
Minnesota
$37.4K -$22.2K -107 -38%
CWC
2097
Carolinas Wealth Consulting
North Carolina
$37.4K
TIM
2098
Tortoise Investment Management
New York
$37.2K
TWD
2099
True Wealth Design
Ohio
$36.8K
MIM
2100
Macroview Investment Management
Maryland
$35.3K