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Name Holding Trade Value Shares
Change
Change in
Stake
S
1476
Sachetta
Massachusetts
$85K +$4.22K +14 +6%
WBWA
1477
William B. Walkup & Associates
South Carolina
$83.6K – – –
AGWCA
1478
Annis Gardner Whiting Capital Advisors
Florida
$81.9K +$603 +2 +0.8%
MWM
1479
Mascoma Wealth Management
New Hampshire
$80.7K -$81.3K -270 -52%
CWM
1480
Compass Wealth Management
Connecticut
$80.3K – – –
LFASL
1481
Lugano Financial Advisors SA (LFA)
Switzerland
$79K +$72.3K +240 New
PWAM
1482
Private Wealth Asset Management
Iowa
$78K +$71.4K +237 New
OIAM
1483
OFI Invest Asset Management
France
$78K -$540K -1,793 -88%
PP
1484
PFS Partners
New Jersey
$76.8K -$2.11K -7 -3%
SS
1485
Sunbelt Securities
Texas
$73.2K +$14.5K +48 +28%
MWA
1486
Medallion Wealth Advisors
Connecticut
$71.8K -$54.2K -180 -45%
CIA
1487
Cape Investment Advisory
Georgia
$71.2K +$7.53K +25 +13%
EPIM
1488
Evelyn Partners Investment Management
$67.1K -$78.6K -261 -56%
CCG
1489
Ceeto Capital Group
Florida
$66K – – –
IIM
1490
Intact Investment Management
Quebec, Canada
$65.8K -$331K -1,100 -85%
FCMT
1491
Founders Capital Management (Texas)
Texas
$65.8K – – –
SHIM
1492
Stone House Investment Management
Pennsylvania
$65.8K +$60.3K +200 New
SO
1493
Sierra Ocean
California
$64.6K -$9.34K -31 -14%
RMC
1494
Resources Management Corp
Connecticut
$63K – – –
DAM
1495
Delta Asset Management
Tennessee
$61.5K – – –
RA
1496
Rise Advisors
New York
$58.8K +$3.92K +13 +8%
CBT
1497
Crews Bank & Trust
Florida
$57.2K -$12.7K -42 -19%
CFFP
1498
Center for Financial Planning
Michigan
$56.6K – – –
LCM
1499
Logan Capital Management
Pennsylvania
$54K – – –
PP
1500
Pacifica Partners
Canada
$53.2K – – –