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Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
2926
Iron Horse Wealth Management
Iowa
$143K +$827 +5 +0.5%
HWM
2927
HighMark Wealth Management
Minnesota
$142K +$7.44K +45 +5%
SSC
2928
Syverson Strege & Co
Iowa
$140K -$69.9K -423 -30%
AA
2929
AlphaMark Advisors
Kentucky
$138K +$165 +1 +0.1%
CPFP
2930
Clear Perspectives Financial Planning
Ohio
$136K – – –
CMA
2931
Cedar Mountain Advisors
Oregon
$135K +$165 +1 +0.1%
MWM
2932
Mascoma Wealth Management
New Hampshire
$132K +$2.15K +13 +1%
DEM
2933
Disciplined Equity Management
Florida
$130K +$149K +900 New
EARNEST Partners
2934
EARNEST Partners
Georgia
$127K -$16.5K -100 -10%
NF
2935
Norwood Financial
Pennsylvania
$124K – – –
PWC
2936
PYA Waltman Capital
Tennessee
$124K +$52.4K +317 +59%
SOW
2937
State of Wyoming
Wyoming
$122K -$188K -1,135 -57%
NICM
2938
Neo Ivy Capital Management
New York
$120K -$551K -3,333 -80%
MIM
2939
Macroview Investment Management
Maryland
$119K -$1.49K -9 -1%
GKIM
2940
GW&K Investment Management
Massachusetts
$117K +$21K +127 +19%
JMF
2941
Johnson Midwest Financial
Iowa
$114K +$38.8K +235 +43%
TFM
2942
TFC Financial Management
Massachusetts
$113K +$661 +4 +0.5%
PGAM
2943
Princeton Global Asset Management
New Jersey
$113K +$13.2K +80 +11%
LWA
2944
Lowe Wealth Advisors
Maryland
$107K – – –
UIA
2945
Ulland Investment Advisors
Minnesota
$104K – – –
IRAG
2946
Investment Research & Advisory Group
Georgia
$102K – – –
TC
2947
Truvestments Capital
Florida
$102K +$116K +703 New
CYG
2948
Clean Yield Group
Vermont
$100K -$35.2K -213 -24%
RIM
2949
Rockbridge Investment Management
New York
$96.4K -$411K -2,485 -79%
JSAM
2950
J. Safra Asset Management
New York
$95K -$165K -1,000 Closed