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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
3126
Bay Harbor Wealth Management
Maryland
$111K -$613 -6 -0.6%
IFA
3127
Interactive Financial Advisors
Illinois
$111K
LTI
3128
Laffer Tengler Investments
Tennessee
$111K
WAM
3129
Worth Asset Management
Texas
$111K
DF
3130
DecisionPoint Financial
Arizona
$111K +$102K +1,000 New
R
3131
Rebalance
California
$111K +$102K +999 New
HT
3132
Headlands Technologies
Illinois
$110K +$101K +987 New
CTB
3133
Country Trust Bank
Illinois
$109K
KFS
3134
Kelly Financial Services
Massachusetts
$109K -$3.68K -36 -4%
UIA
3135
Ulland Investment Advisors
Minnesota
$109K
FCA
3136
Fortis Capital Advisors
Kansas
$109K +$100K +978 New
AWM
3137
Ameliora Wealth Management
Switzerland
$106K
CWAF
3138
Core Wealth Advisors (Florida)
Florida
$104K +$15K +147 +19%
KIA
3139
Kraematon Investment Advisors
Massachusetts
$98K +$90.3K +883 New
CCMI
3140
Creative Capital Management Investments
California
$94K +$86.2K +843 New
VCM
3141
Versant Capital Management
Arizona
$92.2K -$307 -3 -0.4%
CPFP
3142
Clear Perspectives Financial Planning
Ohio
$90.2K -$5.21K -51 -6%
HCA
3143
Harbor Capital Advisors
Illinois
$88.8K -$22.4K -219 -21%
SFG
3144
Steward Financial Group
Texas
$87K +$80.9K +791 New
FCG
3145
Financial Connections Group
California
$79K +$23.5K +230 +47%
SSC
3146
Syverson Strege & Co
Iowa
$75.8K +$409 +4 +0.6%
DI
3147
Disciplined Investments
Oklahoma
$73.3K +$2.56K +25 +4%
JIR
3148
James Investment Research
Ohio
$71K +$65.6K +642 New
RWM
3149
Raffa Wealth Management
District of Columbia
$70.1K -$13.5K -132 -17%
CCM
3150
Copeland Capital Management
Pennsylvania
$67K