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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
3151
Carolina Wealth Advisors
South Carolina
$117K +$86K +1,208 +268%
TCM
3152
TruNorth Capital Management
Michigan
$117K -$39K -547 -25%
CIAS
3153
CBIZ Investment Advisory Services
Ohio
$116K +$5.7K +80 +5%
FDP
3154
Financiere des Professionnels
Quebec, Canada
$113K – – –
LD
3155
Lipe & Dalton
New York
$113K – – –
PA
3156
Pineridge Advisors
Missouri
$113K +$1.35K +19 +1%
1NWS
3157
1 North Wealth Services
Maryland
$112K – – –
CTWM
3158
Cherry Tree Wealth Management
Minnesota
$111K -$24.9K -350 -18%
AW
3159
Avion Wealth
Texas
$110K -$4.77K -67 -4%
RCM
3160
Richardson Capital Management
Wisconsin
$110K – – –
WA
3161
Whipplewood Advisors
Colorado
$110K +$13.6K +191 +14%
SHIM
3162
Stone House Investment Management
Pennsylvania
$109K -$7.84K -110 -7%
Dixon Mitchell Investment Counsel
3163
Dixon Mitchell Investment Counsel
British Columbia, Canada
$108K – – –
OA
3164
Operose Advisors
Wisconsin
$108K – – –
CT
3165
Coastline Trust
Rhode Island
$107K -$712 -10 -0.7%
SWIM
3166
Smallwood Wealth Investment Management
New Jersey
$107K -$10.7K -150 -9%
SGC
3167
Slocum, Gordon & Co
Rhode Island
$106K – – –
OIA
3168
Optimum Investment Advisors
Illinois
$106K – – –
AWM
3169
AllSquare Wealth Management
New York
$106K – – –
RBC
3170
Roble Belko & Company
Pennsylvania
$105K +$285 +4 +0.3%
DF
3171
Dunhill Financial
United Kingdom
$105K +$40.6K +570 +63%
QL
3172
Quarry LP
New York
$104K +$105K +1,477 New
BIM
3173
Breakwater Investment Management
Washington
$104K – – –
WCMN
3174
Westchester Capital Management (Nebraska)
Nebraska
$103K – – –
IMC
3175
Investment Management Corporation
Virginia
$103K +$712 +10 +0.7%