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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1901
Plante Moran Financial Advisors
Michigan
$169K -$15.3K -216 -8%
CTWM
1902
Cherry Tree Wealth Management
Minnesota
$167K – – –
CAC
1903
Certified Advisory Corp
Florida
$166K +$803K +11,333 +584%
TWM
1904
Tradition Wealth Management
Minnesota
$165K -$1.98K -28 -1%
AIM
1905
Acropolis Investment Management
Missouri
$164K -$28.2K -398 -15%
LFA
1906
Laraway Financial Advisors
Minnesota
$163K – – –
HFS
1907
Hantz Financial Services
Michigan
$163K -$8.15K -115 -5%
SOS
1908
Silver Oak Securities
Tennessee
$161K -$168K -2,365 -51%
MA
1909
MCF Advisors
Kentucky
$160K – – –
SIS
1910
Sound Income Strategies
Florida
$159K -$2.27K -32 -1%
CSC
1911
Caldwell Sutter Capital
California
$157K -$286K -4,032 -64%
CYG
1912
Clean Yield Group
Vermont
$154K – – –
Bank Julius Baer & Co
1913
Bank Julius Baer & Co
Switzerland
$153K -$15.4K -218 -9%
MCM
1914
Manchester Capital Management
Vermont
$150K – – –
ICM
1915
Islay Capital Management
Texas
$149K -$29.3K -414 -16%
GFL
1916
Granite FO LLC
New Hampshire
$148K – – –
AGWCA
1917
Annis Gardner Whiting Capital Advisors
Florida
$148K +$150K +2,115 New
EBA
1918
Eagle Bay Advisors
New York
$141K +$48.8K +689 +52%
YDMI
1919
Y.D. More Investments
Israel
$137K -$8.93K -126 -6%
NRG
1920
Nemes Rush Group
Michigan
$134K -$5.31K -75 -4%
SAI
1921
Systematic Alpha Investments
New Jersey
$133K +$135K +1,904 New
FWM
1922
Focused Wealth Management
New York
$130K +$354 +5 +0.3%
UIA
1923
Ulland Investment Advisors
Minnesota
$130K +$26.6K +375 +25%
SOAMC
1924
Spirit of America Management Corp
New York
$126K – – –
BONH
1925
Bank of New Hampshire
New Hampshire
$125K -$191K -2,692 -60%