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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2951
TFC Financial Management
Massachusetts
$113K +$763 +5 +0.6%
PGAM
2952
Princeton Global Asset Management
New Jersey
$112K
PG
2953
Proffitt & Goodson
Tennessee
$107K -$46.1K -302 -29%
MIM
2954
Macroview Investment Management
Maryland
$107K -$11.6K -76 -9%
LWA
2955
Lowe Wealth Advisors
Maryland
$106K
FDCC
2956
Foster Dykema Cabot & Co
Massachusetts
$104K +$38.1K +250 +52%
UIA
2957
Ulland Investment Advisors
Minnesota
$103K
IRAG
2958
Investment Research & Advisory Group
Georgia
$101K
TC
2959
Truvestments Capital
Florida
$100K -$1.22K -8 -1%
SFA
2960
Semmax Financial Advisors
North Carolina
$94K
SC
2961
Stephens Consulting
Michigan
$92.5K +$4.88K +32 +5%
RA
2962
Rise Advisors
New York
$92K +$47.7K +313 +96%
MFT
2963
Moisand Fitzgerald Tamayo
Florida
$88K +$12.5K +82 +16%
MSFP
2964
Mark Sheptoff Financial Planning
Connecticut
$86K
MUMSS
2965
Mitsubishi UFJ Morgan Stanley Securities
Japan
$86K +$67.1K +440 +275%
JWBC
2966
John W. Brooker & Co
California
$85K
OA
2967
Operose Advisors
Wisconsin
$82K +$23.6K +155 +37%
MW
2968
Milestone Wealth
New York
$80K
RWM
2969
Raffa Wealth Management
District of Columbia
$77.2K +$305 +2 +0.4%
LD
2970
Lipe & Dalton
New York
$77K
DWA
2971
Delos Wealth Advisors
Texas
$77K +$153 +1 +0.2%
LFA
2972
Level Financial Advisors
New York
$76K
AWM
2973
Abound Wealth Management
Tennessee
$74.2K +$78.7K +516 New
GAG
2974
Goodman Advisory Group
Massachusetts
$72K
LFASL
2975
Lugano Financial Advisors SA (LFA)
Switzerland
$72K