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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
3101
Toth Financial Advisory
Virginia
$132K +$18.6K +173 +16%
CTWM
3102
Cherry Tree Wealth Management
Minnesota
$132K +$7.11K +66 +5%
PCFFS
3103
Pacific Center for Financial Services
California
$126K
EIM
3104
Essex Investment Management
Massachusetts
$124K
TLCM
3105
Twin Lakes Capital Management
California
$124K +$323 +3 +0.3%
HC
3106
Hoese & Co
Minnesota
$124K
T2I
3107
Turim 21 Investimentos
Brazil
$124K
CWA
3108
Carolina Wealth Advisors
South Carolina
$123K -$6.47M -60,009 -98%
HFS
3109
HBC Financial Services
Washington
$122K
EARNEST Partners
3110
EARNEST Partners
Georgia
$122K
PPWM
3111
PFG Private Wealth Management
Florida
$119K +$125K +1,159 New
AFIA
3112
America First Investment Advisors
Nebraska
$118K
ICM
3113
Intrepid Capital Management
Florida
$117K
YDMI
3114
Y.D. More Investments
Israel
$114K -$10.8K -100 -8%
SFG
3115
Steward Financial Group
Texas
$110K +$431 +4 +0.4%
SIA
3116
Sit Investment Associates
Minnesota
$106K
CIA
3117
Cape Investment Advisory
Georgia
$103K -$2.59K -24 -2%
SOW
3118
State of Wyoming
Wyoming
$103K -$440K -4,079 -80%
DF
3119
DecisionPoint Financial
Arizona
$103K
LTI
3120
Laffer Tengler Investments
Tennessee
$103K
FSWA
3121
Financial Synergies Wealth Advisors
Texas
$102K -$14.1K -131 -12%
EWP
3122
Elevation Wealth Partners
California
$102K +$323 +3 +0.3%
CP
3123
Castleview Partners
Texas
$102K -$4.31K -40 -4%
UIA
3124
Ulland Investment Advisors
Minnesota
$101K
DCM
3125
Disciplina Capital Management
Tennessee
$100K