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Name Holding Trade Value Shares
Change
Change in
Stake
APW
3851
Atlantic Private Wealth
North Carolina
$115K – – –
LIA
3852
Luken Investment Analytics
Tennessee
$113K – – –
VWA
3853
Valued Wealth Advisors
Utah
$112K -$1.09K -3 -1%
ACA
3854
Atlas Capital Advisors
Wyoming
$111K – – –
BDPWM
3855
Barnes Dennig Private Wealth Management
Ohio
$110K +$6.15K +17 +6%
SFO
3856
Standard Family Office
South Dakota
$109K – – –
NSG
3857
Nalls Sherbakoff Group
Tennessee
$106K -$3.26K -9 -3%
T
3858
TOBAM
France
$105K -$214K -590 -67%
SFFS
3859
Stonehage Fleming Financial Services
Jersey
$105K – – –
RCM
3860
Richardson Capital Management
Wisconsin
$104K -$1.09K -3 -1%
AP
3861
Aspect Partners
Virginia
$103K +$11.2K +31 +12%
CIAS
3862
CBIZ Investment Advisory Services
Ohio
$102K -$23.5K -65 -19%
LWA
3863
Lowe Wealth Advisors
Maryland
$101K – – –
RPA
3864
Redwood Park Advisors
California
$98.4K -$3.26K -9 -3%
RBC
3865
Roble Belko & Company
Pennsylvania
$98K -$3.62K -10 -4%
GWSA
3866
Global Wealth Strategies & Associates
Colorado
$96.8K -$59.3K -164 -38%
SFCL
3867
Strengthening Families & Communities LLC
Massachusetts
$93.5K -$15.2K -42 -14%
FG
3868
Fairman Group
Pennsylvania
$91.7K -$5.79K -16 -6%
BIM
3869
Breakwater Investment Management
Washington
$91.7K -$3.62K -10 -4%
RF
3870
Robinswood Financial
Washington
$90.2K +$362 +1 +0.4%
TC
3871
Tacita Capital
Ontario, Canada
$89.5K +$47K +130 +114%
WA
3872
Whipplewood Advisors
Colorado
$88.4K -$6.15K -17 -7%
CIR
3873
Clear Investment Research
Georgia
$88.3K +$362 +1 +0.4%
BCWM
3874
Ball & Co Wealth Management
Tennessee
$88K +$724 +2 +0.8%
FFL
3875
Financial Freedom LLC
Ohio
$87.5K – – –