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Name Holding Trade Value Shares
Change
Change in
Stake
CC
2726
Commons Capital
Massachusetts
$99K +$99 +2 +0.1%
AWM
2727
Accel Wealth Management
Iowa
$98K -$5.6K -113 -5%
GWMI
2728
Guardian Wealth Management (Illinois)
Illinois
$96K +$397 +8 +0.4%
PAG
2729
Paladin Advisory Group
Iowa
$96K +$99.6K +2,010 New
BAM
2730
Baldrige Asset Management
Pennsylvania
$95K -$10.2K -206 -10%
GITFIT
2731
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$94.2K +$94.2K +1,900 New
GCM
2732
Gladius Capital Management
Illinois
$94K -$13.6K -274 -13%
TFO
2733
Tarbox Family Office
California
$92K -$227K -4,575 -71%
AFS
2734
Annapolis Financial Services
Maryland
$92K -$2.33K -47 -2%
RCC
2735
Red Cedar Capital
Nebraska
$90K
AW
2736
Avion Wealth
Texas
$89K -$1.93K -39 -2%
OLVIG
2737
Oliver Lagore Vanvalin Investment Group
Michigan
$87K +$86.9K +1,753 New
LWA
2738
Lenox Wealth Advisors
New York
$85K -$30.7K -620 -25%
TFGT
2739
TS Financial Group (TSFG)
Illinois
$83K +$50 +1 +0.1%
MAM
2740
McCarthy Asset Management
California
$83K +$99 +2 +0.1%
AA
2741
AlphaMark Advisors
Kentucky
$83K +$56.8K +1,145 +219%
SJIA
2742
St. James Investment Advisors
New York
$82K
SIC
2743
SJS Investment Consulting
Ohio
$80K +$1.98K +40 +3%
KSWA
2744
Kathleen S. Wright Associates
Pennsylvania
$79K +$79.3K +1,600 New
PO
2745
Private Ocean
California
$78K -$45.1K -910 -37%
CFFP
2746
Center for Financial Planning
Michigan
$78K -$4.91K -99 -6%
TIM
2747
Tortoise Investment Management
New York
$78K
JPLA
2748
Joseph P. Lucia & Associates
New York
$78K +$78.4K +1,582 New
SPWM
2749
Spartan Planning & Wealth Management
North Carolina
$77K +$76.5K +1,544 New
SC
2750
Schubert & Co
Texas
$76K +$5.35K +108 +8%