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Name Holding Trade Value Shares
Change
Change in
Stake
FFO
2051
Fortitude Family Office
Arizona
$147K +$1.52K +3 +1%
NAC
2052
NI Acquisitions Company
Pennsylvania
$147K +$144K +284 New
SAM
2053
S.A. Mason
Michigan
$145K +$10.1K +20 +8%
BTD
2054
BankPlus Trust Department
Mississippi
$145K – – –
PWA
2055
Physician Wealth Advisors
Utah
$144K +$13.7K +27 +11%
AIM
2056
Axiom Investment Management
New York
$142K -$3.04K -6 -2%
CAM
2057
Chesapeake Asset Management
New York
$140K +$1.52K +3 +1%
FA
2058
Fedenia Advisers
Wisconsin
$139K +$136K +268 New
JSAM
2059
J. Safra Asset Management
New York
$139K -$48.6K -96 -26%
GA
2060
GoalVest Advisory
New York
$136K – – –
C
2061
Covestor
United Kingdom
$133K +$1.52K +3 +1%
MP
2062
McDonald Partners
Ohio
$131K +$128K +253 New
ITIM
2063
Indiana Trust & Investment Management
Indiana
$130K – – –
IAS
2064
IMA Advisory Services
Colorado
$130K +$114K +225 +900%
JWM
2065
JPL Wealth Management
Colorado
$130K +$13.2K +26 +12%
NRG
2066
Nemes Rush Group
Michigan
$124K +$2.53K +5 +2%
VNA
2067
Valley National Advisers
Pennsylvania
$122K +$506 +1 +0.4%
1NWS
2068
1 North Wealth Services
Maryland
$121K – – –
TLA
2069
Tanglewood Legacy Advisors
Texas
$119K – – –
WPWM
2070
Western Pacific Wealth Management
Illinois
$119K -$44.1K -87 -28%
RF
2071
Roxbury Financial
New Jersey
$118K +$506 +1 +0.4%
PUI
2072
Purpose Unlimited Inc
$118K – – –
FP
2073
Financial Perspectives
Minnesota
$117K – – –
BC
2074
Barrett & Company
Rhode Island
$112K +$109K +215 New
FB
2075
First Bancorp
Maine
$112K +$109K +215 New