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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
2201
West Branch Capital
Massachusetts
$99K -$19.9K -215 -18%
MAM
2202
McCarthy Asset Management
California
$99K -$832 -9 -0.9%
CT
2203
Clearstead Trust
Maine
$99K – – –
SAM
2204
S.A. Mason
Michigan
$99K – – –
CSWM
2205
Cassady Schiller Wealth Management
Ohio
$97K +$87K +942 New
CFFP
2206
Center for Financial Planning
Michigan
$96K -$3.6K -39 -4%
LFG
2207
Larson Financial Group
Missouri
$96K +$18.2K +197 +27%
AA
2208
AlphaCentric Advisors
Puerto Rico
$93K +$82.9K +897 New
CWM
2209
Curi Wealth Management
North Carolina
$90K +$80.9K +876 New
LWP
2210
Laurel Wealth Planning
Minnesota
$86K – – –
FFC
2211
First Financial Corp
Indiana
$80K – – –
LWP
2212
Lumature Wealth Partners
Georgia
$79K -$16.1K -174 -18%
WFA
2213
West Financial Advisors
Iowa
$78K – – –
SOW
2214
State of Wyoming
Wyoming
$77K -$2.13K -23 -3%
AF
2215
Arrow Financial
New York
$74K – – –
SAM
2216
Strategic Asset Management
Minnesota
$74K – – –
CFCI
2217
Comprehensive Financial Consultants Institutional
Indiana
$74K +$66.3K +718 New
PVH
2218
Psagot Value Holdings
Israel
$73K +$64.7K +700 +14,000%
TFO
2219
Tarbox Family Office
California
$72K -$462 -5 -0.7%
MIHAS
2220
Maj Invest Holding A/S
Denmark
$72K – – –
PCC
2221
Park Circle Company
Maryland
$72K – – –
OIS
2222
Okabena Investment Services
Minnesota
$72K +$64.1K +694 New
CFG
2223
CKW Financial Group
Hawaii
$70K – – –
BA
2224
Bellwether Advisors
Nebraska
$67K -$1.13M -12,175 -95%
Capstone Investment Advisors
2225
Capstone Investment Advisors
New York
$67K -$17.5K -189 -23%