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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
3326
SJS Investment Consulting
Ohio
$132K +$41.3K +273 +45%
FG
3327
Fairman Group
Pennsylvania
$132K +$133K +882 New
IHWM
3328
Iron Horse Wealth Management
Iowa
$131K +$12.1K +80 +10%
JSAM
3329
J. Safra Asset Management
New York
$129K -$26.8K -177 -17%
RP
3330
Raelipskie Partnership
Ontario, Canada
$129K +$131K +865 New
CCMI
3331
Creative Capital Management Investments
California
$128K -$39.5K -261 -23%
SRCM
3332
Signature Resources Capital Management
California
$127K +$129K +852 New
FFL
3333
Financial Freedom LLC
Ohio
$127K +$907 +6 +0.7%
CYG
3334
Clean Yield Group
Vermont
$126K – – –
DRS
3335
Deane Retirement Strategies
Louisiana
$126K -$3.5M -23,161 -96%
RWM
3336
Raffa Wealth Management
District of Columbia
$126K -$41.1K -272 -24%
FFA
3337
Frazier Financial Advisors
Ohio
$121K +$123K +812 New
Capstone Investment Advisors
3338
Capstone Investment Advisors
New York
$121K -$1.54M -10,189 -93%
DCM
3339
Disciplina Capital Management
Tennessee
$121K +$1.21K +8 +1%
MSFP
3340
Mark Sheptoff Financial Planning
Connecticut
$119K – – –
CAM
3341
Creekmur Asset Management
Illinois
$116K +$117K +775 New
OCM
3342
Orion Capital Management
California
$112K +$23.3K +154 +26%
MWM
3343
Mascoma Wealth Management
New Hampshire
$111K -$1.81K -12 -2%
HWM
3344
HighMark Wealth Management
Minnesota
$111K -$29.2K -193 -21%
LWA
3345
Lowe Wealth Advisors
Maryland
$110K – – –
UIA
3346
Ulland Investment Advisors
Minnesota
$107K – – –
IRAG
3347
Investment Research & Advisory Group
Georgia
$105K – – –
NJIM
3348
Nabity-Jensen Investment Management
Nebraska
$105K +$106K +701 New
TC
3349
Truvestments Capital
Florida
$103K -$8.17K -54 -7%
FWA
3350
FSC Wealth Advisors
New York
$103K +$605 +4 +0.6%