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Name Holding Trade Value Shares
Change
Change in
Stake
GM
3126
GeoWealth Management
Illinois
$176K +$3.41K +30 +2%
HIM
3127
Hillsdale Investment Management
Ontario, Canada
$174K -$102K -900 -37%
CFS
3128
CGC Financial Services
Oregon
$173K +$170K +1,500 New
CPG
3129
Cornerstone Planning Group
New Jersey
$163K +$160K +1,411 New
KFS
3130
Kelly Financial Services
Massachusetts
$157K +$34.1K +300 +28%
TFP
3131
Tilia Fiduciary Partners
North Carolina
$155K -$2.38K -21 -2%
RI
3132
Ridgewood Investments
New Jersey
$154K -$15.7K -138 -9%
BHWM
3133
Beaird Harris Wealth Management
Texas
$151K
WFA
3134
West Financial Advisors
Iowa
$148K
CMBA
3135
C.M. Bidwell & Associates
Hawaii
$148K
SIC
3136
SJS Investment Consulting
Ohio
$144K -$2.5K -22 -2%
PCFFS
3137
Pacific Center for Financial Services
California
$141K
CTWM
3138
Cherry Tree Wealth Management
Minnesota
$140K +$138K +1,216 New
YDMI
3139
Y.D. More Investments
Israel
$140K
EIM
3140
Essex Investment Management
Massachusetts
$139K -$1.36K -12 -1%
HC
3141
Hoese & Co
Minnesota
$138K
T2I
3142
Turim 21 Investimentos
Brazil
$138K
TLCM
3143
Twin Lakes Capital Management
California
$138K +$227 +2 +0.2%
WAM
3144
Worth Asset Management
Texas
$138K +$21.8K +192 +19%
AS
3145
Altshuler Shaham
Israel
$137K -$420K -3,700 -76%
EARNEST Partners
3146
EARNEST Partners
Georgia
$137K
AFIA
3147
America First Investment Advisors
Nebraska
$133K
ICM
3148
Intrepid Capital Management
Florida
$131K +$129K +1,133 New
FSWA
3149
Financial Synergies Wealth Advisors
Texas
$129K +$227 +2 +0.2%
LFASL
3150
Lugano Financial Advisors SA (LFA)
Switzerland
$129K