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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
3026
Winthrop Capital Management
Indiana
$61K – – –
PG
3027
Proffitt & Goodson
Tennessee
$60.2K -$23.7K -51 -29%
PP
3028
Pingora Partners
Wyoming
$60.2K -$3.72K -8 -6%
T
3029
Tidemark
California
$58.8K +$16.3K +35 +42%
SWA
3030
SOA Wealth Advisors
New York
$58.3K -$7.91K -17 -13%
VWM
3031
Valley Wealth Managers
New Jersey
$56.3K – – –
NI
3032
NCP Inc
California
$55.3K – – –
LIS
3033
Legacy Investment Solutions
Idaho
$54.8K +$48.8K +105 New
LWMI
3034
Legacy Wealth Management (Idaho)
Idaho
$54.8K +$48.8K +105 New
VWA
3035
Valued Wealth Advisors
Utah
$53.8K -$6.05K -13 -11%
FWM
3036
FSA Wealth Management
Massachusetts
$53.8K +$50.7K +109 New
CTB
3037
Country Trust Bank
Illinois
$52.8K – – –
BMC
3038
Bear Mountain Capital
Washington
$50.7K – – –
OBWP
3039
O'Brien Wealth Partners
Massachusetts
$49.4K -$5.12K -11 -10%
AWM
3040
AllSquare Wealth Management
New York
$49.4K – – –
JAM
3041
JCIC Asset Management
Ontario, Canada
$49.4K – – –
LFA
3042
Legend Financial Advisors
Pennsylvania
$49.4K – – –
SA
3043
SRH Advisors
Kansas
$48.4K – – –
FFL
3044
Financial Freedom LLC
Ohio
$48.3K – – –
TCA
3045
Trifecta Capital Advisors
Illinois
$44.4K -$14K -30 -25%
WI
3046
Wintrust Investments
Illinois
$44K -$324K -696 -89%
RAM
3047
Riggs Asset Management
Pennsylvania
$43.5K +$930 +2 +2%
RL
3048
Rogco LP
Oklahoma
$43K – – –
SN
3049
Sittner & Nelson
Oregon
$43K – – –
LWA
3050
Lowe Wealth Advisors
Maryland
$43K +$17.2K +37 +74%