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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
3276
Kelly Financial Services
Massachusetts
$163K +$16.9K +163 +12%
RIM
3277
Rockbridge Investment Management
New York
$163K +$155K +1,492 New
CAM
3278
Creekmur Asset Management
Illinois
$163K +$155K +1,492 New
BHWM
3279
Beaird Harris Wealth Management
Texas
$162K +$5.19K +50 +3%
A
3280
AJOVista
Massachusetts
$158K +$151K +1,452 New
PP
3281
Pacifica Partners
Canada
$154K +$62.3K +600 +71%
MFF
3282
Mango Five Family
Nevada
$153K +$145K +1,400 New
HFM
3283
Harvest Fund Management
China
$152K -$236K -2,276 -62%
CFS
3284
CGC Financial Services
Oregon
$152K -$11K -106 -7%
LFA
3285
Livelsberger Financial Advisory
Ohio
$148K +$141K +1,356 New
ACA
3286
American Capital Advisory
Idaho
$148K +$140K +1,353 New
TCG
3287
Transcendent Capital Group
Oklahoma
$147K +$140K +1,348 New
TVWM
3288
Tower View Wealth Management
Wisconsin
$143K +$311 +3 +0.2%
WFA
3289
West Financial Advisors
Iowa
$140K -$7.06K -68 -5%
CTWM
3290
Cherry Tree Wealth Management
Minnesota
$140K +$104 +1 +0.1%
TFA
3291
Toth Financial Advisory
Virginia
$137K -$2.91K -28 -2%
FWM
3292
FSA Wealth Management
Massachusetts
$134K +$128K +1,229 New
PCFFS
3293
Pacific Center for Financial Services
California
$134K
EIM
3294
Essex Investment Management
Massachusetts
$132K
TLCM
3295
Twin Lakes Capital Management
California
$131K +$311 +3 +0.2%
T2I
3296
Turim 21 Investimentos
Brazil
$131K
SIC
3297
SJS Investment Consulting
Ohio
$131K -$24.7K -238 -17%
HFS
3298
HBC Financial Services
Washington
$130K +$934 +9 +0.8%
CP
3299
Castleview Partners
Texas
$128K +$19.7K +190 +19%
CWA
3300
Carolina Wealth Advisors
South Carolina
$125K -$5.09K -49 -4%