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Name Holding Trade Value Shares
Change
Change in
Stake
EFP
2051
EnRich Financial Partners
Wisconsin
$12.9K – – –
FIM
2052
FWL Investment Management
Texas
$12.9K – – –
MTIC
2053
Missouri Trust & Investment Company
Missouri
$12.9K – – –
MBFW
2054
Morton Brown Family Wealth
Pennsylvania
$12.9K – – –
PP
2055
PFS Partners
New Jersey
$12.9K – – –
RAM
2056
Ramirez Asset Management
New York
$12.9K – – –
SJIM
2057
St. Johns Investment Management
Florida
$12.9K – – –
AAG
2058
Accordant Advisory Group
Maryland
$12.9K +$13.1K +100 New
TAM
2059
Tucker Asset Management
Colorado
$12.3K +$1.84K +14 +17%
BA
2060
Bellwether Advisors
Nebraska
$11.9K +$12.1K +92 New
FRA
2061
Front Row Advisors
California
$11.6K – – –
MSWM
2062
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K +$11.7K +89 New
AA
2063
AlphaMark Advisors
Kentucky
$11K – – –
SIS
2064
Strategic Investment Solutions
Illinois
$10.9K +$13.1K +100 New
CIAS
2065
CBIZ Investment Advisory Services
Ohio
$10.7K +$131 +1 +1%
MAS
2066
MPWM Advisory Solutions
Georgia
$10.3K +$10.5K +80 New
CWM
2067
CarsonAllaria Wealth Management
Illinois
$10.1K -$3.41K -26 -25%
WBWA
2068
William B. Walkup & Associates
South Carolina
$10.1K – – –
FFC
2069
First Financial Corp
Indiana
$10.1K +$787 +6 +8%
MWA
2070
Moser Wealth Advisors
Washington
$9.68K – – –
RTL
2071
Red Tortoise LLC
Georgia
$9.42K – – –
RWM
2072
Raffa Wealth Management
District of Columbia
$9.16K -$10.9K -83 -54%
GC
2073
Gould Capital
Washington
$9.16K – – –
HI
2074
Human Investing
Oregon
$8.94K +$9.05K +69 New
UBP
2075
Union Bancaire Privee
Switzerland
$8.78K +$8.92K +68 New