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Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
1501
New England Capital Financial Advisors
Connecticut
$105K +$322 +1 +0.3%
SN
1502
Sittner & Nelson
Oregon
$101K – – –
RL
1503
Rogco LP
Oklahoma
$99.2K – – –
WOSD
1504
WFA of San Diego
California
$99.2K +$96.7K +300 New
AGWCA
1505
Annis Gardner Whiting Capital Advisors
Florida
$96.9K +$14.2K +44 +18%
BAM
1506
Bellevue Asset Management
Washington
$95.2K – – –
GC
1507
Garde Capital
Washington
$90.9K – – –
OIAM
1508
OFI Invest Asset Management
France
$88.4K +$18.7K +58 +23%
S
1509
Sachetta
Massachusetts
$88K +$2.58K +8 +3%
WBWA
1510
William B. Walkup & Associates
South Carolina
$84K – – –
MWM
1511
Mascoma Wealth Management
New Hampshire
$81.1K – – –
LFASL
1512
Lugano Financial Advisors SA (LFA)
Switzerland
$79.3K – – –
PP
1513
PFS Partners
New Jersey
$77.5K +$322 +1 +0.4%
CIA
1514
Cape Investment Advisory
Georgia
$74.3K +$2.9K +9 +4%
AWM
1515
Atticus Wealth Management
Florida
$70.7K +$69K +214 New
GSWM
1516
Golden State Wealth Management
California
$68.7K -$29K -90 -30%
SHIM
1517
Stone House Investment Management
Pennsylvania
$68.4K +$2.26K +7 +4%
EPIM
1518
Evelyn Partners Investment Management
$67.4K – – –
RMC
1519
Resources Management Corp
Connecticut
$64K – – –
RFG
1520
REAP Financial Group
Texas
$63.5K +$61.9K +192 New
AAG
1521
Armstrong Advisory Group
Massachusetts
$63.5K – – –
DAM
1522
Delta Asset Management
Tennessee
$61.8K – – –
OAJ
1523
Ogorek Anthony Joseph
New York
$61K +$7.74K +24 +15%
RA
1524
Rise Advisors
New York
$58.6K -$645 -2 -1%
WA
1525
WPG Advisers
Maryland
$58.5K +$17.7K +55 +45%