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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
876
Toth Financial Advisory
Virginia
$215K +$25.9K +208 +13%
IGWM
877
ICA Group Wealth Management
Colorado
$215K -$8.46K -68 -4%
WA
878
Wealth Alliance
New York
$213K -$6.47K -52 -3%
TFF
879
The Family Firm
Maryland
$212K +$498 +4 +0.2%
CS
880
Cannell & Spears
New York
$212K – – –
HBT
881
Heartland Bank & Trust
Illinois
$209K +$3.49K +28 +2%
PP
882
PDS Planning
Ohio
$208K +$6.97K +56 +3%
GWAM
883
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K – – –
OFA
884
Oak Family Advisors
Illinois
$207K – – –
WHCI
885
W.H. Cornerstone Investments
Massachusetts
$205K +$498 +4 +0.2%
BAM
886
Belpointe Asset Management
Nevada
$205K -$149K -1,196 -41%
FM
887
Family Management
New York
$204K -$112K -900 -35%
MIP
888
Marietta Investment Partners
Wisconsin
$202K -$83.7K -672 -29%
WSCM
889
Wellington Shields Capital Management
New York
$202K – – –
HS
890
Horan Securities
United States
$200K +$498 +4 +0.2%
SAM
891
S.A. Mason
Michigan
$200K – – –
DMBA
892
Deseret Mutual Benefit Administrators
Utah
$192K -$21.4K -172 -10%
UFF
893
USA Financial Formulas
Michigan
$190K +$195K +1,564 +9,775%
CUAMC
894
China Universal Asset Management Company
China
$182K +$131K +1,056 +230%
RFA
895
Resurgent Financial Advisors
Georgia
$180K – – –
CA
896
Claar Advisors
New York
$173K +$67.2K +540 +60%
HIA
897
Harbor Investment Advisory
Maryland
$160K +$47.3K +380 +40%
FMII
898
Farmers & Merchants Investments Inc
Nebraska
$159K – – –
TFA
899
Transamerica Financial Advisors
Florida
$157K -$21.4K -172 -12%
GIA
900
GHP Investment Advisors
Colorado
$145K – – –