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Name Holding Trade Value Shares
Change
Change in
Stake
RI
2101
Ridgewood Investments
New Jersey
$30.7K +$6.77K +10 +34%
TWD
2102
True Wealth Design
Ohio
$28.8K +$18.3K +27 +270%
SHM
2103
Sagard Holdings Management
Ontario, Canada
$28.4K +$24.4K +36 New
DWM
2104
Dogwood Wealth Management
Kansas
$28.1K +$12.9K +19 +112%
TF
2105
Tompkins Financial
New York
$27.6K
WIM
2106
Westside Investment Management
California
$26.5K +$14.2K +21 +162%
CWM
2107
Centricity Wealth Management
Ohio
$26K
HNW
2108
High Note Wealth
Minnesota
$25.2K -$677 -1 -3%
FRA
2109
Front Row Advisors
California
$25.2K
OPTFSNA
2110
Old Point Trust & Financial Services N A
Virginia
$25.2K
TIM
2111
Tortoise Investment Management
New York
$25.2K +$18.3K +27 +540%
NCM
2112
Northwest Capital Management
Oregon
$24.4K -$3.38K -5 -14%
HCM
2113
Hollencrest Capital Management
California
$24.4K
VWA
2114
Valued Wealth Advisors
Utah
$23.6K +$2.03K +3 +11%
KTC
2115
Kentucky Trust Company
Kentucky
$23.6K
RWM
2116
Raffa Wealth Management
District of Columbia
$23.6K +$2.71K +4 +15%
RFS
2117
Richardson Financial Services
Massachusetts
$23.4K +$10.2K +15 +100%
AP
2118
Aspect Partners
Virginia
$22.8K
RF
2119
Robinswood Financial
Washington
$22.1K
TFA
2120
Transamerica Financial Advisors
Florida
$21.6K -$8.8K -13 -32%
T
2121
Transce3nd
Texas
$21.3K +$4.06K +6 +29%
HDIM
2122
Hanson & Doremus Investment Management
Vermont
$21K
HHGA
2123
Halbert Hargrove Global Advisors
California
$20.6K -$6.09K -9 -26%
NEWAS
2124
N.E.W. Advisory Services
Wisconsin
$19.7K
IMC
2125
Investment Management Corporation
Virginia
$19.5K