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Name Holding Trade Value Shares
Change
Change in
Stake
LD
2776
Lipe & Dalton
New York
$110K +$5.34K +47 +5%
TFO
2777
Tarbox Family Office
California
$109K -$50.4K -444 -32%
CYG
2778
Clean Yield Group
Vermont
$105K – – –
AG
2779
AIA Group
Hong Kong
$105K +$102K +894 New
NF
2780
Norwood Financial
Pennsylvania
$101K +$97.7K +860 New
DI
2781
Disciplined Investments
Oklahoma
$100K +$32.6K +287 +51%
DRS
2782
Deane Retirement Strategies
Louisiana
$99K – – –
TCM
2783
TD Capital Management
Tennessee
$98K – – –
MWM
2784
Mascoma Wealth Management
New Hampshire
$96K – – –
TFM
2785
TFC Financial Management
Massachusetts
$91K -$22.3K -196 -20%
MWA
2786
Moser Wealth Advisors
Washington
$90K – – –
UFF
2787
USA Financial Formulas
Michigan
$88K +$68.2K +600 +403%
LWA
2788
Lowe Wealth Advisors
Maryland
$87K – – –
FFA
2789
Freedman Financial Associates
Massachusetts
$85K -$795 -7 -1%
TC
2790
Truvestments Capital
Florida
$84K +$114 +1 +0.1%
UIA
2791
Ulland Investment Advisors
Minnesota
$84K +$81.6K +718 New
PGAM
2792
Princeton Global Asset Management
New Jersey
$82K -$3.07K -27 -4%
IRAG
2793
Investment Research & Advisory Group
Georgia
$82K – – –
MIM
2794
Macroview Investment Management
Maryland
$80K – – –
MSFP
2795
Mark Sheptoff Financial Planning
Connecticut
$79K – – –
O
2796
Ossiam
France
$78K -$30.9M -271,633 -100%
SC
2797
Stephens Consulting
Michigan
$77.9K +$75.4K +664 New
Skandinaviska Enskilda Banken (SEB)
2798
Skandinaviska Enskilda Banken (SEB)
Sweden
$76K – – –
SFPG
2799
Stonebridge Financial Planning Group
Florida
$72K +$5.68K +50 +10%
TFA
2800
Toth Financial Advisory
Virginia
$72K +$6.25K +55 +10%