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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2701
PrairieView Partners
Minnesota
$132K +$205 +4 +0.2%
TC
2702
Tacita Capital
Ontario, Canada
$132K +$3.58K +70 +3%
WAM
2703
WFA Asset Management
Wisconsin
$132K +$131K +2,559 New
VC
2704
Vestor Capital
Illinois
$131K +$8.54K +167 +7%
CFG
2705
CKW Financial Group
Hawaii
$130K – – –
SPWG
2706
Sage Private Wealth Group
Illinois
$130K +$22.6K +443 +21%
LF
2707
Lee Financial
Texas
$129K +$3.22K +63 +3%
MCA
2708
Maryland Capital Advisors
Maryland
$129K +$128K +2,500 New
SC
2709
Shay Capital
New York
$129K +$128K +2,500 New
PO
2710
Private Ocean
California
$128K -$5.73K -112 -4%
IHWM
2711
Iron Horse Wealth Management
Iowa
$126K – – –
LWA
2712
Lenox Wealth Advisors
New York
$126K +$19.8K +387 +19%
KFS
2713
Kelly Financial Services
Massachusetts
$126K +$26.8K +524 +27%
MTWM
2714
Masso Torrence Wealth Management
New Jersey
$123K +$122K +2,396 New
CI
2715
Carroll Investors
South Carolina
$123K +$123K +2,402 New
EPM
2716
Equitec Proprietary Markets
Illinois
$121K +$120K +2,349 New
RIM
2717
Rockbridge Investment Management
New York
$120K +$2.96K +58 +3%
TCCM
2718
Timber Creek Capital Management
Massachusetts
$118K – – –
CAL
2719
Capital Advisors Ltd
Ohio
$118K +$26.3K +514 +29%
CM
2720
Castleark Management
Illinois
$113K – – –
GCM
2721
Gladius Capital Management
Illinois
$112K -$27.8K -543 -20%
PCFFS
2722
Pacific Center for Financial Services
California
$112K – – –
AWM
2723
Accel Wealth Management
Iowa
$111K -$2.71K -53 -2%
BAM
2724
Baldrige Asset Management
Pennsylvania
$109K – – –
BCFD
2725
Boit C.F. David
$109K – – –