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Name Holding Trade Value Shares
Change
Change in
Stake
AFIA
3401
America First Investment Advisors
Nebraska
$153K +$863 +7 +0.6%
HC
3402
Hoese & Co
Minnesota
$153K
AFS
3403
Annapolis Financial Services
Maryland
$151K -$143K -1,164 -50%
CCMI
3404
Creative Capital Management Investments
California
$147K +$33.3K +270 +32%
ACA
3405
American Capital Advisory
Idaho
$147K +$3.08K +25 +2%
YDMI
3406
Y.D. More Investments
Israel
$146K
AWM
3407
Abound Wealth Management
Tennessee
$146K -$96.9K -786 -42%
FSWA
3408
Financial Synergies Wealth Advisors
Texas
$144K +$61K +495 +83%
CTB
3409
Country Trust Bank
Illinois
$141K +$28.8K +234 +28%
LTI
3410
Laffer Tengler Investments
Tennessee
$140K -$3.08K -25 -2%
SIA
3411
Sit Investment Associates
Minnesota
$136K
C
3412
Covestor
United Kingdom
$135K -$14.2K -115 -10%
UIA
3413
Ulland Investment Advisors
Minnesota
$134K +$4.19K +34 +3%
DPW
3414
DiNuzzo Private Wealth
Pennsylvania
$132K
DF
3415
DecisionPoint Financial
Arizona
$131K
DCM
3416
Disciplina Capital Management
Tennessee
$129K
SOW
3417
State of Wyoming
Wyoming
$127K +$64.6K +524 +119%
CIA
3418
Cape Investment Advisory
Georgia
$123K -$15.7K -127 -12%
CWA
3419
Carolina Wealth Advisors
South Carolina
$122K -$27.5K -223 -19%
VCM
3420
Versant Capital Management
Arizona
$121K
NMM
3421
Naples Money Management
Florida
$120K -$4.37M -35,424 -97%
TCCM
3422
Timber Creek Capital Management
Massachusetts
$119K
LSA
3423
Leonteq Securities AG
Switzerland
$118K -$2.72M -22,074 -96%
TAM
3424
Tucker Asset Management
Colorado
$115K +$5.79K +47 +6%
GWMI
3425
Guardian Wealth Management (Illinois)
Illinois
$108K