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Name Holding Trade Value Shares
Change
Change in
Stake
NR
2601
Newfound Research
Massachusetts
$78K -$34.7K -470 -31%
LTI
2602
Laffer Tengler Investments
Tennessee
$77.1K – – –
Altshuler Shaham
2603
Altshuler Shaham
Israel
$77K -$435K -5,891 -85%
CWAF
2604
Core Wealth Advisors (Florida)
Florida
$77K – – –
IFA
2605
Interactive Financial Advisors
Illinois
$77K – – –
MAM
2606
Marquette Asset Management
Minnesota
$76K – – –
CL
2607
COWA LLC
Oklahoma
$73K – – –
HS
2608
Horan Securities
United States
$73K +$32.8K +445 +82%
DTIM
2609
Danda Trouve Investment Management
Kansas
$68K -$7.75K -105 -10%
AP
2610
Atwood & Palmer
Missouri
$65K +$26.9K +364 +69%
LWP
2611
Lumature Wealth Partners
Georgia
$63K +$63.1K +856 New
RWM
2612
Raffa Wealth Management
District of Columbia
$61.4K +$3.54K +48 +6%
SL
2613
Savior LLC
Massachusetts
$60K -$15.2K -206 -20%
WCM
2614
Wealthcare Capital Management
Virginia
$59K +$59.4K +805 New
CPFP
2615
Clear Perspectives Financial Planning
Ohio
$57K – – –
Harding Loevner
2616
Harding Loevner
New Jersey
$57K – – –
SSC
2617
Syverson Strege & Co
Iowa
$56K +$38.2K +518 +210%
SC
2618
Solstein Capital
California
$54K +$54.1K +734 New
CA
2619
Crewe Advisors
Utah
$52K -$4.79K -65 -8%
MAM
2620
McCarthy Asset Management
California
$52K +$51.8K +702 New
BHWM
2621
Bay Harbor Wealth Management
Maryland
$51K -$114K -1,547 -69%
DOA
2622
D'Orazio & Associates
Virginia
$49K – – –
SCA
2623
Stuart Chaussee & Associates
California
$49K – – –
FP
2624
Fiduciary Planning
Florida
$49K +$11.8K +160 +31%
SWP
2625
ShoreHaven Wealth Partners
New Jersey
$48K +$17.1K +232 +56%