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Name Holding Trade Value Shares
Change
Change in
Stake
FCT
3251
First Community Trust
Iowa
$150K
SHIM
3252
Stone House Investment Management
Pennsylvania
$148K -$33.8K -125 -17%
CCM
3253
Cutler Capital Management
Massachusetts
$148K
TWD
3254
True Wealth Design
Ohio
$142K +$46.3K +171 +41%
SMBT
3255
Southern Michigan Bank & Trust
Michigan
$142K +$158K +584 New
UFPG
3256
United Financial Planning Group
New York
$138K -$20.8K -77 -12%
FA
3257
Financial Avengers
California
$136K +$1.08K +4 +0.7%
NSG
3258
Nalls Sherbakoff Group
Tennessee
$135K -$95.2K -352 -39%
SG
3259
Sankala Group
Colorado
$132K
AW
3260
Avion Wealth
Texas
$131K +$46.3K +171 +46%
OCWP
3261
Owl Creek Wealth Partners
Colorado
$129K +$144K +533 New
EWP
3262
Elevation Wealth Partners
California
$129K -$6.76K -25 -5%
HFS
3263
Hughes Financial Services
Virginia
$128K -$271 -1 -0.2%
DFA
3264
DHJJ Financial Advisors
Illinois
$126K
AP
3265
Aspect Partners
Virginia
$126K -$2.44K -9 -2%
IUHSA
3266
Itau Unibanco Holding S.A.
Brazil
$123K -$11.8M -43,550 -99%
C
3267
Covestor
United Kingdom
$123K -$14.1K -52 -9%
TFGT
3268
TS Financial Group (TSFG)
Illinois
$123K +$8.66K +32 +7%
GC
3269
Gould Capital
Washington
$121K
SFFS
3270
Stonehage Fleming Financial Services
Jersey
$121K
YDMI
3271
Y.D. More Investments
Israel
$121K +$27.1K +100 +25%
MSFP
3272
Mark Sheptoff Financial Planning
Connecticut
$121K +$116K +427 +427%
CH
3273
CDKV Holdings
Colorado
$120K
PWMG
3274
Prestige Wealth Management Group
New Jersey
$118K
OAJ
3275
Ogorek Anthony Joseph
New York
$118K -$1.35K -5 -1%