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Name Holding Trade Value Shares
Change
Change in
Stake
MIA
2851
Milestone Investment Advisors
Wisconsin
$194K +$181K +3,706 New
WWP
2852
WR Wealth Planners
Missouri
$190K +$113K +2,324 +176%
TFGT
2853
TS Financial Group (TSFG)
Illinois
$189K +$342 +7 +0.2%
VCM
2854
Versant Capital Management
Arizona
$188K +$8.2K +168 +5%
PP
2855
PrairieView Partners
Minnesota
$188K -$7.67K -157 -4%
MWM
2856
Mascoma Wealth Management
New Hampshire
$187K -$15.4K -315 -7%
OA
2857
Operose Advisors
Wisconsin
$184K -$20.7K -423 -11%
SFFS
2858
Stonehage Fleming Financial Services
Jersey
$183K
IGWM
2859
ICA Group Wealth Management
Colorado
$179K -$76.4K -1,564 -31%
SA
2860
SRH Advisors
Kansas
$178K -$48.8K -1,000 -23%
WAM
2861
WFA Asset Management
Wisconsin
$174K +$30.3K +621 +23%
CCA
2862
Column Capital Advisors
Indiana
$172K +$50.1K +1,025 +45%
TCWA
2863
Ten Capital Wealth Advisors
Washington
$172K -$7.08K -145 -4%
SSG
2864
Summit Securities Group
New York
$167K -$449K -9,200 -74%
HFS
2865
HBC Financial Services
Washington
$166K -$4.88K -100 -3%
SC
2866
Schubert & Co
Texas
$164K +$2.05K +42 +1%
GWMI
2867
Guardian Wealth Management (Illinois)
Illinois
$161K -$18.9K -386 -11%
VC
2868
Vestor Capital
Illinois
$160K -$6.64K -136 -4%
HF
2869
Halpern Financial
Virginia
$159K +$29.7K +608 +25%
FSWA
2870
Financial Synergies Wealth Advisors
Texas
$154K +$54.5K +1,115 +61%
TCM
2871
Tradewinds Capital Management
Washington
$153K -$13K -266 -8%
AS
2872
AM Squared
Hong Kong
$152K +$142K +2,900 New
AIP
2873
Ahrens Investment Partners
Louisiana
$151K +$141K +2,886 New
HIIFS
2874
Harel Insurance Investments & Financial Services
Israel
$149K -$26.5K -542 -16%
CFG
2875
CKW Financial Group
Hawaii
$143K +$98 +2 +0.1%