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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2876
Toth Financial Advisory
Virginia
$97K +$6.7K +75 +7%
WPWM
2877
Western Pacific Wealth Management
Illinois
$97K +$65.9K +738 +189%
LFASL
2878
Lugano Financial Advisors SA (LFA)
Switzerland
$96K
AP
2879
Arlington Partners
Alabama
$95K
LWP
2880
Lumature Wealth Partners
Georgia
$94K +$13.1K +147 +16%
HCA
2881
Harbor Capital Advisors
Illinois
$88K -$63.3K -709 -41%
KFS
2882
Kelly Financial Services
Massachusetts
$88K +$357 +4 +0.4%
TAM
2883
Tucker Asset Management
Colorado
$87.1K +$3.39K +38 +5%
BHWM
2884
Bay Harbor Wealth Management
Maryland
$87K
SFO
2885
Standard Family Office
South Dakota
$87K
LTI
2886
Laffer Tengler Investments
Tennessee
$86.1K
WAM
2887
Worth Asset Management
Texas
$86K -$1.29M -14,488 -94%
FA
2888
Financial Advantage
Maryland
$86K
IFA
2889
Interactive Financial Advisors
Illinois
$86K
AWM
2890
Ameliora Wealth Management
Switzerland
$86K +$85.5K +958 New
UIA
2891
Ulland Investment Advisors
Minnesota
$85K -$2.68K -30 -3%
CTB
2892
Country Trust Bank
Illinois
$85K
S
2893
Surevest
California
$82K -$31.7K -355 -27%
CPFP
2894
Clear Perspectives Financial Planning
Ohio
$74K +$4.55K +51 +6%
ACK
2895
Andrew C. Karlinski
$72K -$4.55K -51 -6%
VCM
2896
Versant Capital Management
Arizona
$72K
CWAF
2897
Core Wealth Advisors (Florida)
Florida
$68K
PWS
2898
Paragon Wealth Strategies
Florida
$68K +$70.3K +788 New
RWM
2899
Raffa Wealth Management
District of Columbia
$65.8K
HL
2900
Harding Loevner
New Jersey
$63K