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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
3076
WFA Asset Management
Wisconsin
$124K +$864 +8 +0.7%
OLVIG
3077
Oliver Lagore Vanvalin Investment Group
Michigan
$123K
AFIA
3078
America First Investment Advisors
Nebraska
$122K
BAM
3079
Baldrige Asset Management
Pennsylvania
$122K +$1.3K +12 +1%
SFG
3080
Steward Financial Group
Texas
$121K +$37.9K +351 +44%
TFA
3081
Toth Financial Advisory
Virginia
$121K +$9.39K +87 +8%
FSWA
3082
Financial Synergies Wealth Advisors
Texas
$119K +$56.3K +521 +87%
LFASL
3083
Lugano Financial Advisors SA (LFA)
Switzerland
$119K
MWM
3084
Mascoma Wealth Management
New Hampshire
$118K -$8.1K -75 -7%
KFS
3085
Kelly Financial Services
Massachusetts
$113K +$8.1K +75 +8%
CIA
3086
Cape Investment Advisory
Georgia
$109K +$111K +1,025 New
SIA
3087
Sit Investment Associates
Minnesota
$109K
DF
3088
DecisionPoint Financial
Arizona
$106K
WAM
3089
Worth Asset Management
Texas
$106K
FCA
3090
Fortis Capital Advisors
Kansas
$106K +$1.62K +15 +2%
UIA
3091
Ulland Investment Advisors
Minnesota
$105K
CTB
3092
Country Trust Bank
Illinois
$105K
EWP
3093
Elevation Wealth Partners
California
$104K +$106K +981 New
TCCM
3094
Timber Creek Capital Management
Massachusetts
$104K -$38.3K -355 -27%
CCM
3095
Carderock Capital Management
Maryland
$104K +$105K +975 New
CWAF
3096
Core Wealth Advisors (Florida)
Florida
$99.6K
NA
3097
Nordwand Advisors
Pennsylvania
$98K +$99.4K +921 New
TAM
3098
Tucker Asset Management
Colorado
$93.2K -$26.2K -243 -22%
TAIM
3099
TD Ameritrade Investment Management
Nebraska
$90K -$35.8K -332 -28%
CCMI
3100
Creative Capital Management Investments
California
$89.7K