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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2151
Steph & Co
Wisconsin
$105K -$79.7K -948 -39%
TFM
2152
TFC Financial Management
Massachusetts
$104K +$122K +1,448 New
SAM
2153
Security Asset Management
New York
$103K +$121K +1,437 New
CMBA
2154
C.M. Bidwell & Associates
Hawaii
$102K -$56.4K -671 -32%
PWMG
2155
Prestige Wealth Management Group
New Jersey
$99K +$2.27K +27 +2%
LWS
2156
Lucia Wealth Services
California
$98K – – –
NIC
2157
Northwest Investment Counselors
Oregon
$97K +$113K +1,343 New
CIA
2158
Cascade Investment Advisors
Oregon
$96.9K – – –
HGWM
2159
Harvest Group Wealth Management
Massachusetts
$96K +$421 +5 +0.4%
ME
2160
McIlrath & Eck
Washington
$96K +$9.84K +117 +10%
LF
2161
Lee Financial
Texas
$95K – – –
WAS
2162
Winch Advisory Services
Wisconsin
$94K -$4.71K -56 -4%
LGWM
2163
Litman Gregory Wealth Management
California
$91K +$4.63K +55 +5%
IFA
2164
Interactive Financial Advisors
Illinois
$89K – – –
SIAS
2165
Shine Investment Advisory Services
Colorado
$88K – – –
SIA
2166
SeaBridge Investment Advisors
New Jersey
$87K -$12.6K -150 -11%
TF
2167
TimeScale Financial
Massachusetts
$86K -$11.9K -141 -10%
NIM
2168
NuWave Investment Management
New Jersey
$86K +$17.2K +205 +21%
RWM
2169
Raffa Wealth Management
District of Columbia
$85.5K -$4.12K -49 -4%
AP
2170
Arlington Partners
Alabama
$84K -$2.86K -34 -3%
CFG
2171
CKW Financial Group
Hawaii
$82K +$84.2K +1,001 +599%
AW
2172
Avion Wealth
Texas
$80K +$336 +4 +0.4%
MF
2173
Manchester Financial
California
$79K -$52.8K -628 -37%
CIM
2174
Contravisory Investment Management
Massachusetts
$79K – – –
FP
2175
Fiduciary Planning
Florida
$79K +$92.5K +1,100 New
85 86
87
88 89