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Name Holding Trade Value Shares
Change
Change in
Stake
IFA
2901
Interactive Financial Advisors
Illinois
$86K – – –
AWM
2902
Ameliora Wealth Management
Switzerland
$86K +$85.5K +958 New
UIA
2903
Ulland Investment Advisors
Minnesota
$85K -$2.68K -30 -3%
Country Trust Bank
2904
Country Trust Bank
Illinois
$85K – – –
S
2905
Surevest
California
$82K -$31.7K -355 -27%
CPFP
2906
Clear Perspectives Financial Planning
Ohio
$74K +$4.55K +51 +6%
ACK
2907
Andrew C. Karlinski
$72K -$4.55K -51 -6%
VCM
2908
Versant Capital Management
Arizona
$72K – – –
CWAF
2909
Core Wealth Advisors (Florida)
Florida
$68K – – –
PWS
2910
Paragon Wealth Strategies
Florida
$68K +$70.3K +788 New
RWM
2911
Raffa Wealth Management
District of Columbia
$65.8K – – –
Harding Loevner
2912
Harding Loevner
New Jersey
$63K – – –
SC
2913
Stephens Consulting
Michigan
$61.7K -$5.98K -67 -9%
SC
2914
Solstein Capital
California
$60K – – –
SSC
2915
Syverson Strege & Co
Iowa
$58K -$20.2K -226 -25%
DI
2916
Disciplined Investments
Oklahoma
$55K -$893 -10 -2%
Copeland Capital Management
2917
Copeland Capital Management
Pennsylvania
$52K – – –
MIM
2918
Macroview Investment Management
Maryland
$52K +$357 +4 +0.7%
DTIM
2919
Danda Trouve Investment Management
Kansas
$51K -$25.4K -284 -32%
IA
2920
IFS Advisors
Kansas
$51K – – –
EC
2921
Estate Counselors
Wisconsin
$50K – – –
SCA
2922
Stuart Chaussee & Associates
California
$49K – – –
MFT
2923
Moisand Fitzgerald Tamayo
Florida
$49K +$18.3K +205 +56%
AP
2924
Atwood & Palmer
Missouri
$48K – – –
ASBI
2925
American State Bank (Iowa)
Iowa
$45.6K – – –