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Name Holding Trade Value Shares
Change
Change in
Stake
CVM
2076
Cheviot Value Management
California
$14.1K +$14.7K +100 New
FRA
2077
Front Row Advisors
California
$13.2K – – –
EI
2078
eCIO Inc
Wisconsin
$12.9K +$12.9K +88 New
TC
2079
Tacita Capital
Ontario, Canada
$12.8K +$12.8K +87 New
MMCM
2080
Murphy & Mullick Capital Management
New York
$12.5K +$5.14K +35 +70%
BA
2081
Bellwether Advisors
Nebraska
$11.7K -$1.76K -12 -13%
MAS
2082
MPWM Advisory Solutions
Georgia
$11.7K – – –
CWM
2083
CarsonAllaria Wealth Management
Illinois
$11.5K – – –
MSWM
2084
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K -$1.62K -11 -12%
FFC
2085
First Financial Corp
Indiana
$11.5K – – –
WBWA
2086
William B. Walkup & Associates
South Carolina
$11.5K – – –
RTL
2087
Red Tortoise LLC
Georgia
$10.7K – – –
GC
2088
Gould Capital
Washington
$10.4K – – –
RWM
2089
Raffa Wealth Management
District of Columbia
$10.4K – – –
UBP
2090
Union Bancaire Privee
Switzerland
$9.85K – – –
FMP
2091
Financial Management Professionals
Texas
$9.32K +$3.97K +27 +75%
PSFG
2092
Park Square Financial Group
Georgia
$9.11K -$588 -4 -6%
CFS
2093
Compass Financial Services
Iowa
$9.11K +$9.11K +62 New
CLOS
2094
Compagnie Lombard Odier SCmA
Switzerland
$8.81K – – –
DWA
2095
Dougherty Wealth Advisers
Minnesota
$8.81K – – –
DWS
2096
Dynamic Wealth Strategies
California
$8.52K +$8.52K +58 New
MSWA
2097
Marshall & Sterling Wealth Advisors
New York
$8.08K +$8.08K +55 New
TTIC
2098
Tower Trust & Investment Company
Iowa
$7.5K +$7.93K +54 New
GC
2099
Garde Capital
Washington
$7.34K +$7.35K +50 New
IAS
2100
IMA Advisory Services
Colorado
$7.34K +$7.35K +50 New