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Name Holding Trade Value Shares
Change
Change in
Stake
NC
1926
North Capital
Utah
$74.5K +$74.5K +507 New
NA
1927
Nordwand Advisors
Pennsylvania
$74.2K
OP
1928
ORG Partners
Indiana
$74.1K +$26.7K +182 +57%
OSNBOA
1929
Old Second National Bank of Aurora
Illinois
$73.4K -$29.4K -200 -29%
IIM
1930
Intact Investment Management
Quebec, Canada
$73.4K -$7.35K -50 -9%
TLA
1931
Tanglewood Legacy Advisors
Texas
$73.4K
FMB
1932
Field & Main Bank
Kentucky
$73.4K
SC
1933
Stephens Consulting
Michigan
$72.7K -$147K -1,000 -67%
ME
1934
McIlrath & Eck
Washington
$72.1K
CWA
1935
Carolina Wealth Advisors
South Carolina
$71.1K -$2.06K -14 -3%
FDW
1936
Fourth Dimension Wealth
Ohio
$71.1K
TWD
1937
True Wealth Design
Ohio
$70.8K +$4.85K +33 +7%
CMP
1938
Coston McIsaac & Partners
Maine
$70K -$10.9K -74 -13%
CA
1939
Centerpoint Advisors
Massachusetts
$70K
CM
1940
Capula Management
Cayman Islands
$66.8K -$271K -1,847 -80%
RS
1941
Rakuten Securities
Japan
$66.2K +$6.17K +42 +10%
AFG
1942
Albion Financial Group
Utah
$66.1K
AIC
1943
Archer Investment Corporation
Indiana
$65.5K +$38.1K +259 +139%
OAJ
1944
Ogorek Anthony Joseph
New York
$65K +$36.9K +251 +130%
CWM
1945
Compass Wealth Management
Connecticut
$64.9K
HFM
1946
Hartford Financial Management
Connecticut
$64.6K
FNWM
1947
Financial Network Wealth Management
Utah
$63K +$63.9K +435 New
SVWA
1948
Sarver Vrooman Wealth Advisors
Missouri
$62.6K +$62.6K +426 New
JWA
1949
JFS Wealth Advisors
Pennsylvania
$62.5K -$2.79K -19 -4%
VWA
1950
VSM Wealth Advisory
Maryland
$62.5K +$62.6K +426 New