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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
3151
Capital Advisors Ltd
Ohio
$136K -$186K -1,111 -57%
FFL
3152
Financial Freedom LLC
Ohio
$135K +$1.17K +7 +0.9%
FFA
3153
Fairfield Financial Advisors
Massachusetts
$134K +$138K +825 New
FPFS
3154
First Personal Financial Services
North Carolina
$133K -$17.8K -106 -12%
TFM
3155
TFC Financial Management
Massachusetts
$132K +$3.69K +22 +3%
NF
3156
Norwood Financial
Pennsylvania
$131K -$8.38K -50 -6%
JMF
3157
Johnson Midwest Financial
Iowa
$131K -$335 -2 -0.2%
IHWM
3158
Iron Horse Wealth Management
Iowa
$128K -$30.3K -181 -19%
MFT
3159
Moisand Fitzgerald Tamayo
Florida
$122K +$19.6K +117 +19%
PG
3160
Proffitt & Goodson
Tennessee
$121K – – –
LWA
3161
Lowe Wealth Advisors
Maryland
$120K – – –
TC
3162
Truvestments Capital
Florida
$118K -$13.1K -78 -10%
UIA
3163
Ulland Investment Advisors
Minnesota
$117K – – –
HWM
3164
HighMark Wealth Management
Minnesota
$116K -$45.9K -274 -28%
CC
3165
Centiva Capital
New York
$115K -$690K -4,116 -85%
IRAG
3166
Investment Research & Advisory Group
Georgia
$115K – – –
HB
3167
Horizon Bancorp
Indiana
$111K +$11.1K +66 +11%
VF
3168
VitalStone Financial
Texas
$109K -$69.2K -413 -31%
TCM
3169
Tradewinds Capital Management
Washington
$108K +$36K +215 +48%
RA
3170
Rise Advisors
New York
$105K +$1.51K +9 +1%
NA
3171
Nordwand Advisors
Pennsylvania
$105K -$267K -1,594 -71%
MIM
3172
Macroview Investment Management
Maryland
$102K -$8.89K -53 -8%
AFS
3173
Annapolis Financial Services
Maryland
$101K -$34K -203 -25%
CMP
3174
Coston McIsaac & Partners
Maine
$98K +$2.01K +12 +2%
MSFP
3175
Mark Sheptoff Financial Planning
Connecticut
$97.9K – – –