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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
2226
Lowe Wealth Advisors
Maryland
$138K +$128K +947 +2,870%
LTI
2227
Laffer Tengler Investments
Tennessee
$135K – – –
PP
2228
Pacifica Partners
Canada
$134K – – –
JEST
2229
JTC Employer Solutions Trustee
Jersey
$133K – – –
SFA
2230
Semmax Financial Advisors
North Carolina
$130K – – –
IHWM
2231
Iron Horse Wealth Management
Iowa
$127K +$1.75K +13 +1%
HFA
2232
HC Financial Advisors
California
$120K -$20.2K -150 -15%
EWM
2233
Evermay Wealth Management
Virginia
$120K +$11.3K +84 +11%
BCM
2234
Blume Capital Management
California
$119K – – –
Harbour Investments
2235
Harbour Investments
Wisconsin
$117K +$112K +828 New
HWM
2236
HighMark Wealth Management
Minnesota
$114K +$19.8K +147 +22%
BG
2237
Bollard Group
Massachusetts
$113K – – –
GWSG
2238
GPS Wealth Strategies Group
Colorado
$113K – – –
BFPW
2239
BOK Financial Private Wealth
Colorado
$111K -$529K -3,916 -83%
RA
2240
Rise Advisors
New York
$111K -$6.75K -50 -6%
ASBI
2241
American State Bank (Iowa)
Iowa
$109K – – –
C
2242
Covestor
United Kingdom
$108K -$20.9K -155 -17%
PA
2243
PSI Advisors
Florida
$107K +$19.8K +147 +24%
APC
2244
Aspire Private Capital
North Carolina
$106K -$675 -5 -0.7%
LPP
2245
Life Planning Partners
Florida
$105K – – –
AWM
2246
Accel Wealth Management
Iowa
$104K +$270 +2 +0.3%
WOSD
2247
WFA of San Diego
California
$102K +$97.7K +724 New
SC
2248
Stephens Consulting
Michigan
$101K -$5.8K -43 -6%
AFS
2249
Annapolis Financial Services
Maryland
$96K – – –
S
2250
Surevest
California
$93K +$675 +5 +0.8%