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Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
2126
Lugano Financial Advisors SA (LFA)
Switzerland
$194K -$277K -2,281 -59%
AIP
2127
Almanack Investment Partners
Pennsylvania
$188K +$188K +1,553 New
C
2128
Cerebellum
California
$185K +$3.76K +31 +2%
NCM
2129
New Capital Management
Texas
$185K +$10.2K +84 +6%
BC
2130
Barnett & Company
Tennessee
$185K +$33.2K +274 +22%
IP
2131
Isthmus Partners
Wisconsin
$183K +$23.1K +190 +15%
CT
2132
Clearstead Trust
Maine
$180K
FC
2133
Ferris Capital
Massachusetts
$171K -$13.5K -111 -7%
LF
2134
Lee Financial
Texas
$169K -$87.1K -718 -34%
LWA
2135
Lenox Wealth Advisors
New York
$166K -$18.1K -149 -10%
CIA
2136
Cascade Investment Advisors
Oregon
$165K -$2.79K -23 -2%
IP
2137
Intellectus Partners
California
$160K
HI
2138
Harrington Investments
California
$157K
OBWP
2139
O'Brien Wealth Partners
Massachusetts
$154K +$149K +1,229 +4,389%
RAM
2140
Riggs Asset Management
Pennsylvania
$153K
PSC
2141
Prentiss Smith & Co
Vermont
$144K -$717K -5,912 -83%
SEIA
2142
Signature Estate & Investment Advisors
California
$144K +$143K +1,178 New
CFD
2143
Creative Financial Designs
Indiana
$142K -$19.4K -160 -12%
LWA
2144
Lowe Wealth Advisors
Maryland
$142K
CH
2145
Canton Hathaway
Rhode Island
$141K +$140K +1,150 New
AC
2146
Avestar Capital
New York
$140K -$31.3K -258 -18%
MSFP
2147
Mark Sheptoff Financial Planning
Connecticut
$138K +$94.4K +778 +222%
LWM
2148
Lenox Wealth Management
Ohio
$137K -$25.6K -211 -16%
CIM
2149
Contravisory Investment Management
Massachusetts
$136K +$1.58K +13 +1%
LFG
2150
LifePlan Financial Group
Ohio
$126K