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Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
3126
Lugano Financial Advisors SA (LFA)
Switzerland
$124K – – –
HP
3127
HealthInvest Partners
Sweden
$123K +$113K +1,110 New
MWM
3128
Mascoma Wealth Management
New Hampshire
$122K -$83.8K -820 -43%
Y.D. More Investments
3129
Y.D. More Investments
Israel
$120K +$111K +1,086 New
TFA
3130
Toth Financial Advisory
Virginia
$116K -$7.67K -75 -7%
Sit Investment Associates
3131
Sit Investment Associates
Minnesota
$114K -$11.2K -110 -10%
AW
3132
Avion Wealth
Texas
$112K – – –
BHWM
3133
Bay Harbor Wealth Management
Maryland
$111K -$613 -6 -0.6%
IFA
3134
Interactive Financial Advisors
Illinois
$111K – – –
LTI
3135
Laffer Tengler Investments
Tennessee
$111K – – –
WAM
3136
Worth Asset Management
Texas
$111K – – –
DF
3137
DecisionPoint Financial
Arizona
$111K +$102K +1,000 New
R
3138
Rebalance
California
$111K +$102K +999 New
HT
3139
Headlands Technologies
Illinois
$110K +$101K +987 New
Country Trust Bank
3140
Country Trust Bank
Illinois
$109K – – –
KFS
3141
Kelly Financial Services
Massachusetts
$109K -$3.68K -36 -4%
UIA
3142
Ulland Investment Advisors
Minnesota
$109K – – –
FCA
3143
Fortis Capital Advisors
Kansas
$109K +$100K +978 New
AWM
3144
Ameliora Wealth Management
Switzerland
$106K – – –
CWAF
3145
Core Wealth Advisors (Florida)
Florida
$104K +$15K +147 +19%
KIA
3146
Kraematon Investment Advisors
Massachusetts
$98K +$90.3K +883 New
CCMI
3147
Creative Capital Management Investments
California
$94K +$86.2K +843 New
VCM
3148
Versant Capital Management
Arizona
$92.2K -$307 -3 -0.4%
CPFP
3149
Clear Perspectives Financial Planning
Ohio
$90.2K -$5.21K -51 -6%
HCA
3150
Harbor Capital Advisors
Illinois
$88.8K -$22.4K -219 -21%