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Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
1926
Itau Unibanco Holding S.A.
Brazil
$80K +$79.9K +544 New
IWP
1927
IAG Wealth Partners
Wisconsin
$78.4K – – –
PA
1928
PSI Advisors
Florida
$77.5K – – –
CCA
1929
Catalyst Capital Advisors
New York
$77.4K +$24.1K +164 +45%
NC
1930
North Capital
Utah
$74.5K +$74.5K +507 New
NA
1931
Nordwand Advisors
Pennsylvania
$74.2K – – –
OP
1932
ORG Partners
Indiana
$74.1K +$26.7K +182 +57%
OSNBOA
1933
Old Second National Bank of Aurora
Illinois
$73.4K -$29.4K -200 -29%
IIM
1934
Intact Investment Management
Quebec, Canada
$73.4K -$7.35K -50 -9%
TLA
1935
Tanglewood Legacy Advisors
Texas
$73.4K – – –
FMB
1936
Field & Main Bank
Kentucky
$73.4K – – –
SC
1937
Stephens Consulting
Michigan
$72.7K -$147K -1,000 -67%
ME
1938
McIlrath & Eck
Washington
$72.1K – – –
CWA
1939
Carolina Wealth Advisors
South Carolina
$71.1K -$2.06K -14 -3%
FDW
1940
Fourth Dimension Wealth
Ohio
$71.1K – – –
TWD
1941
True Wealth Design
Ohio
$70.8K +$4.85K +33 +7%
CMP
1942
Coston McIsaac & Partners
Maine
$70K -$10.9K -74 -13%
CA
1943
Centerpoint Advisors
Massachusetts
$70K – – –
CM
1944
Capula Management
Cayman Islands
$66.8K -$271K -1,847 -80%
RS
1945
Rakuten Securities
Japan
$66.2K +$6.17K +42 +10%
AFG
1946
Albion Financial Group
Utah
$66.1K – – –
AIC
1947
Archer Investment Corporation
Indiana
$65.5K +$38.1K +259 +139%
OAJ
1948
Ogorek Anthony Joseph
New York
$65K +$36.9K +251 +130%
CWM
1949
Compass Wealth Management
Connecticut
$64.9K – – –
HFM
1950
Hartford Financial Management
Connecticut
$64.6K – – –