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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
3226
Disciplina Capital Management
Tennessee
$135K +$1.29K +8 +1%
IHWM
3227
Iron Horse Wealth Management
Iowa
$134K – – –
FDCC
3228
Foster Dykema Cabot & Co
Massachusetts
$131K +$2.75K +17 +2%
MWM
3229
Mascoma Wealth Management
New Hampshire
$127K +$1.94K +12 +2%
PG
3230
Proffitt & Goodson
Tennessee
$125K – – –
TC
3231
Truvestments Capital
Florida
$125K -$156K -967 -57%
LWA
3232
Lowe Wealth Advisors
Maryland
$124K – – –
UIA
3233
Ulland Investment Advisors
Minnesota
$121K – – –
IRAG
3234
Investment Research & Advisory Group
Georgia
$119K – – –
AFS
3235
Annapolis Financial Services
Maryland
$117K – – –
CPG
3236
Cornerstone Planning Group
New Jersey
$117K -$3.39K -21 -3%
FWA
3237
FSC Wealth Advisors
New York
$115K +$14.2K +88 +15%
GA
3238
GoalVest Advisory
New York
$115K +$16.2K +100 +17%
TCM
3239
Tradewinds Capital Management
Washington
$111K +$162 +1 +0.2%
SHIM
3240
Stone House Investment Management
Pennsylvania
$109K +$323 +2 +0.3%
NA
3241
Nordwand Advisors
Pennsylvania
$108K – – –
RA
3242
Rise Advisors
New York
$108K +$969 +6 +0.9%
CTWM
3243
Cherry Tree Wealth Management
Minnesota
$105K – – –
GKIM
3244
GW&K Investment Management
Massachusetts
$105K +$6.78K +42 +7%
SIC
3245
SJS Investment Consulting
Ohio
$103K +$7.43K +46 +8%
BBPWM
3246
Blue Bell Private Wealth Management
Pennsylvania
$101K +$8.24K +51 +9%
OCM
3247
Orion Capital Management
California
$100K +$96.1K +595 New
MIM
3248
Macroview Investment Management
Maryland
$99.5K -$6.14K -38 -6%
LFA
3249
Level Financial Advisors
New York
$89.4K – – –
NC
3250
NewSquare Capital
Pennsylvania
$86.9K -$40.4K -250 -33%