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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
3151
Intrepid Capital Management
Florida
$131K +$129K +1,133 New
FSWA
3152
Financial Synergies Wealth Advisors
Texas
$129K +$227 +2 +0.2%
LFASL
3153
Lugano Financial Advisors SA (LFA)
Switzerland
$129K – – –
TFA
3154
Toth Financial Advisory
Virginia
$128K -$2.84K -25 -2%
CWAF
3155
Core Wealth Advisors (Florida)
Florida
$128K +$19.2K +169 +18%
HT
3156
Headlands Technologies
Illinois
$126K +$124K +1,094 New
HFS
3157
HBC Financial Services
Washington
$125K -$133K -1,173 -50%
SFG
3158
Steward Financial Group
Texas
$123K -$8.18K -72 -6%
Capstone Investment Advisors
3159
Capstone Investment Advisors
New York
$122K -$610K -5,369 -84%
GKIM
3160
GW&K Investment Management
Massachusetts
$122K +$89.6K +789 +290%
SIA
3161
Sit Investment Associates
Minnesota
$119K – – –
CP
3162
Castleview Partners
Texas
$119K -$212K -1,868 -65%
CIA
3163
Cape Investment Advisory
Georgia
$118K +$114 +1 +0.1%
LTI
3164
Laffer Tengler Investments
Tennessee
$115K -$35.9K -316 -24%
DF
3165
DecisionPoint Financial
Arizona
$115K – – –
CTB
3166
Country Trust Bank
Illinois
$114K – – –
EWP
3167
Elevation Wealth Partners
California
$114K +$454 +4 +0.4%
UIA
3168
Ulland Investment Advisors
Minnesota
$113K – – –
DCM
3169
Disciplina Capital Management
Tennessee
$113K +$111K +976 New
VCM
3170
Versant Capital Management
Arizona
$107K +$10.8K +95 +11%
TCCM
3171
Timber Creek Capital Management
Massachusetts
$105K -$6.93K -61 -6%
CCMI
3172
Creative Capital Management Investments
California
$97.3K – – –
PIAS
3173
PCA Investment Advisory Services
Ohio
$95.9K +$94.4K +831 New
LWP
3174
Lumature Wealth Partners
Georgia
$95.2K +$2.5K +22 +3%
TAM
3175
Tucker Asset Management
Colorado
$95.1K -$5.9K -52 -6%