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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
3326
West Financial Advisors
Iowa
$153K +$21.9K +184 +16%
RI
3327
Ridgewood Investments
New Jersey
$152K
ETS
3328
ESL Trust Services
New York
$151K
GFL
3329
Granite FO LLC
New Hampshire
$150K -$123K -1,036 -44%
TVWM
3330
Tower View Wealth Management
Wisconsin
$150K +$356 +3 +0.2%
CTWM
3331
Cherry Tree Wealth Management
Minnesota
$147K
CPG
3332
Cornerstone Planning Group
New Jersey
$147K -$4.4K -37 -3%
SIC
3333
SJS Investment Consulting
Ohio
$146K +$15.6K +131 +11%
FP
3334
Financial Perspectives
Minnesota
$145K
CWM
3335
Cedar Wealth Management
California
$144K
PPWM
3336
PFG Private Wealth Management
Florida
$143K +$22.3K +188 +18%
MSG
3337
Main Street Group
Virginia
$142K -$13.4K -113 -8%
JSAM
3338
J. Safra Asset Management
New York
$141K +$35.4K +298 +32%
FWM
3339
FSA Wealth Management
Massachusetts
$140K +$146K +1,232 New
TLCM
3340
Twin Lakes Capital Management
California
$138K +$238 +2 +0.2%
T2I
3341
Turim 21 Investimentos
Brazil
$136K
AWM
3342
Abound Wealth Management
Tennessee
$135K +$18.5K +156 +15%
SHIM
3343
Stone House Investment Management
Pennsylvania
$131K -$2.97K -25 -2%
C
3344
Covestor
United Kingdom
$130K +$1.19K +10 +0.9%
ACM
3345
ADAR1 Capital Management
Texas
$129K -$8.86M -74,610 -98%
EIM
3346
Essex Investment Management
Massachusetts
$129K
HFS
3347
HBC Financial Services
Washington
$128K +$1.07K +9 +0.7%
AFS
3348
Annapolis Financial Services
Maryland
$127K -$3.33K -28 -2%
CCMI
3349
Creative Capital Management Investments
California
$126K
PC
3350
Promethos Capital
Massachusetts
$126K +$37.4K +315 +40%