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Name Holding Trade Value Shares
Change 		Change in
Stake
FDCC
3176
Foster Dykema Cabot & Co
Massachusetts
$119K +$45.2K +282 +59%
MWM
3177
Mascoma Wealth Management
New Hampshire
$118K -$17K -106 -13%
PG
3178
Proffitt & Goodson
Tennessee
$117K – – –
CM
3179
Capula Management
Cayman Islands
$116K -$579K -3,613 -83%
LWA
3180
Lowe Wealth Advisors
Maryland
$116K – – –
HWM
3181
HighMark Wealth Management
Minnesota
$113K +$2.56K +16 +2%
UIA
3182
Ulland Investment Advisors
Minnesota
$113K – – –
CPG
3183
Cornerstone Planning Group
New Jersey
$113K +$115K +716 New
IRAG
3184
Investment Research & Advisory Group
Georgia
$111K – – –
AFS
3185
Annapolis Financial Services
Maryland
$109K +$12K +75 +12%
TCM
3186
Tradewinds Capital Management
Washington
$103K -$1.28K -8 -1%
SHIM
3187
Stone House Investment Management
Pennsylvania
$101K -$31.7K -198 -23%
NA
3188
Nordwand Advisors
Pennsylvania
$101K – – –
RA
3189
Rise Advisors
New York
$100K -$1.12K -7 -1%
MFT
3190
Moisand Fitzgerald Tamayo
Florida
$99.3K -$18.8K -117 -16%
MIM
3191
Macroview Investment Management
Maryland
$98.8K – – –
CTWM
3192
Cherry Tree Wealth Management
Minnesota
$98.3K +$100K +625 New
CMP
3193
Coston McIsaac & Partners
Maine
$95K +$160 +1 +0.2%
FWA
3194
FSC Wealth Advisors
New York
$93.7K +$481 +3 +0.5%
GA
3195
GoalVest Advisory
New York
$91.4K +$22.9K +143 +33%
HIIFS
3196
Harel Insurance Investments & Financial Services
Israel
$91K -$710K -4,430 -88%
GKIM
3197
GW&K Investment Management
Massachusetts
$91K +$91.1K +568 +4,733%
SIC
3198
SJS Investment Consulting
Ohio
$88.9K +$2.08K +13 +2%
BBPWM
3199
Blue Bell Private Wealth Management
Pennsylvania
$86.5K +$66.1K +412 +299%
HIM
3200
Hillsdale Investment Management
Ontario, Canada
$85.8K +$44.9K +280 +106%
126 127
128
129 130