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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
3151
Steward Financial Group
Texas
$87K +$80.9K +791 New
FCG
3152
Financial Connections Group
California
$79K +$23.5K +230 +47%
SSC
3153
Syverson Strege & Co
Iowa
$75.8K +$409 +4 +0.6%
DI
3154
Disciplined Investments
Oklahoma
$73.3K +$2.56K +25 +4%
JIR
3155
James Investment Research
Ohio
$71K +$65.6K +642 New
RWM
3156
Raffa Wealth Management
District of Columbia
$70.1K -$13.5K -132 -17%
Copeland Capital Management
3157
Copeland Capital Management
Pennsylvania
$67K – – –
FSWA
3158
Financial Synergies Wealth Advisors
Texas
$66.3K +$26.7K +261 +77%
IA
3159
IFS Advisors
Kansas
$66.2K – – –
MFT
3160
Moisand Fitzgerald Tamayo
Florida
$65.1K +$1.53K +15 +3%
SCA
3161
Stuart Chaussee & Associates
California
$63.2K – – –
VF
3162
VitalStone Financial
Texas
$63K +$58K +567 New
SC
3163
Stephens Consulting
Michigan
$62.8K -$15.4K -151 -21%
WWM
3164
Wolff Wiese Magana
California
$62.1K -$185K -1,812 -76%
MIM
3165
Macroview Investment Management
Maryland
$61.9K -$4.39K -43 -7%
AP
3166
Atwood & Palmer
Missouri
$61.6K – – –
IHWM
3167
Iron Horse Wealth Management
Iowa
$61K +$2.56K +25 +5%
FFA
3168
Fairfield Financial Advisors
Massachusetts
$60.3K +$19.1K +187 +53%
ASBI
3169
American State Bank (Iowa)
Iowa
$58.8K – – –
MPCL
3170
My Personal CFO LLC
Washington
$58.6K +$54K +528 New
PWMA
3171
Pension & Wealth Management Advisors
Massachusetts
$58.3K +$53.7K +525 New
RG
3172
Retirement Group
California
$56K +$33.4K +327 +80%
DWA
3173
Dougherty Wealth Advisers
Minnesota
$55.5K – – –
RDFA
3174
Ritter Daniher Financial Advisory
Ohio
$54.6K – – –
JFG
3175
JDM Financial Group
Texas
$52K +$47.9K +469 New