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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
3401
West Financial Advisors
Iowa
$125K -$8.97K -87 -6%
ETS
3402
ESL Trust Services
New York
$125K -$7.73K -75 -6%
CTWM
3403
Cherry Tree Wealth Management
Minnesota
$124K -$5.16K -50 -4%
FWM
3404
FSA Wealth Management
Massachusetts
$123K +$103 +1 +0.1%
BCM
3405
Berbice Capital Management
New York
$122K +$126K +1,222 New
HC
3406
Hoese & Co
Minnesota
$121K +$32.6K +316 +35%
HFS
3407
HBC Financial Services
Washington
$121K – – –
VWM
3408
Vermillion Wealth Management
Minnesota
$120K +$125K +1,208 New
TLCM
3409
Twin Lakes Capital Management
California
$120K -$722 -7 -0.6%
T2I
3410
Turim 21 Investimentos
Brazil
$119K – – –
VFM
3411
Vision Financial Markets
Connecticut
$118K +$122K +1,186 New
CSWM
3412
Cassady Schiller Wealth Management
Ohio
$117K +$14.1K +137 +13%
HC
3413
Hara Capital
Washington
$116K +$10.3K +100 +9%
Harel Insurance Investments & Financial Services
3414
Harel Insurance Investments & Financial Services
Israel
$115K -$1.89M -18,302 -94%
SO
3415
Sierra Ocean
California
$114K +$118K +1,149 New
EIM
3416
Essex Investment Management
Massachusetts
$113K – – –
Y.D. More Investments
3417
Y.D. More Investments
Israel
$112K -$16.2K -157 -9%
CCMI
3418
Creative Capital Management Investments
California
$111K – – –
HFS
3419
Hopwood Financial Services
Virginia
$106K +$110K +1,066 New
MSG
3420
Main Street Group
Virginia
$106K -$19.6K -190 -15%
BA
3421
Bellwether Advisors
Nebraska
$105K +$109K +1,058 New
EPIMS
3422
Evelyn Partners Investment Management Services
$105K +$109K +1,058 New
CFP
3423
Comprehensive Financial Planning
Pennsylvania
$105K +$109K +1,053 New
MC
3424
Montag & Caldwell
Georgia
$105K +$108K +1,052 New
WI
3425
Wintrust Investments
Illinois
$104K -$63.7K -618 -37%