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Name Holding Trade Value Shares
Change
Change in
Stake
JMF
2951
Johnson Midwest Financial
Iowa
$113K +$305 +2 +0.3%
TFM
2952
TFC Financial Management
Massachusetts
$113K +$763 +5 +0.6%
PGAM
2953
Princeton Global Asset Management
New Jersey
$112K – – –
PG
2954
Proffitt & Goodson
Tennessee
$107K -$46.1K -302 -29%
MIM
2955
Macroview Investment Management
Maryland
$107K -$11.6K -76 -9%
LWA
2956
Lowe Wealth Advisors
Maryland
$106K – – –
FDCC
2957
Foster Dykema Cabot & Co
Massachusetts
$104K +$38.1K +250 +52%
UIA
2958
Ulland Investment Advisors
Minnesota
$103K – – –
IRAG
2959
Investment Research & Advisory Group
Georgia
$101K – – –
TC
2960
Truvestments Capital
Florida
$100K -$1.22K -8 -1%
SFA
2961
Semmax Financial Advisors
North Carolina
$94K – – –
SC
2962
Stephens Consulting
Michigan
$92.5K +$4.88K +32 +5%
RA
2963
Rise Advisors
New York
$92K +$47.7K +313 +96%
MFT
2964
Moisand Fitzgerald Tamayo
Florida
$88K +$12.5K +82 +16%
MSFP
2965
Mark Sheptoff Financial Planning
Connecticut
$86K – – –
MUMSS
2966
Mitsubishi UFJ Morgan Stanley Securities
Japan
$86K +$67.1K +440 +275%
JWBC
2967
John W. Brooker & Co
California
$85K – – –
OA
2968
Operose Advisors
Wisconsin
$82K +$23.6K +155 +37%
MW
2969
Milestone Wealth
New York
$80K – – –
RWM
2970
Raffa Wealth Management
District of Columbia
$77.2K +$305 +2 +0.4%
LD
2971
Lipe & Dalton
New York
$77K – – –
DWA
2972
Delos Wealth Advisors
Texas
$77K +$153 +1 +0.2%
LFA
2973
Level Financial Advisors
New York
$76K – – –
AWM
2974
Abound Wealth Management
Tennessee
$74.2K +$78.7K +516 New
GAG
2975
Goodman Advisory Group
Massachusetts
$72K – – –