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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
3151
Toth Financial Advisory
Virginia
$128K -$2.84K -25 -2%
CWAF
3152
Core Wealth Advisors (Florida)
Florida
$128K +$19.2K +169 +18%
HT
3153
Headlands Technologies
Illinois
$126K +$124K +1,094 New
HFS
3154
HBC Financial Services
Washington
$125K -$133K -1,173 -50%
SFG
3155
Steward Financial Group
Texas
$123K -$8.18K -72 -6%
Capstone Investment Advisors
3156
Capstone Investment Advisors
New York
$122K -$610K -5,369 -84%
GKIM
3157
GW&K Investment Management
Massachusetts
$122K +$89.6K +789 +290%
SIA
3158
Sit Investment Associates
Minnesota
$119K
CP
3159
Castleview Partners
Texas
$119K -$212K -1,868 -65%
CIA
3160
Cape Investment Advisory
Georgia
$118K +$114 +1 +0.1%
LTI
3161
Laffer Tengler Investments
Tennessee
$115K -$35.9K -316 -24%
DF
3162
DecisionPoint Financial
Arizona
$115K
CTB
3163
Country Trust Bank
Illinois
$114K
EWP
3164
Elevation Wealth Partners
California
$114K +$454 +4 +0.4%
UIA
3165
Ulland Investment Advisors
Minnesota
$113K
DCM
3166
Disciplina Capital Management
Tennessee
$113K +$111K +976 New
VCM
3167
Versant Capital Management
Arizona
$107K +$10.8K +95 +11%
TCCM
3168
Timber Creek Capital Management
Massachusetts
$105K -$6.93K -61 -6%
CCMI
3169
Creative Capital Management Investments
California
$97.3K
PIAS
3170
PCA Investment Advisory Services
Ohio
$95.9K +$94.4K +831 New
LWP
3171
Lumature Wealth Partners
Georgia
$95.2K +$2.5K +22 +3%
TAM
3172
Tucker Asset Management
Colorado
$95.1K -$5.9K -52 -6%
RG
3173
Retirement Group
California
$92K +$64.4K +567 +67%
LWA
3174
Lowe Wealth Advisors
Maryland
$91.4K -$5.68K -50 -6%
PI
3175
PEAK6 Investments
Illinois
$87.8K +$86.4K +761 New