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Name Holding Trade Value Shares
Change
Change in
Stake
IFA
2401
Interactive Financial Advisors
Illinois
$77K – – –
KFS
2402
Kelly Financial Services
Massachusetts
$76.6K +$314 +4 +0.4%
Marquette Asset Management
2403
Marquette Asset Management
Minnesota
$76K – – –
1W
2404
1776 Wealth
Georgia
$76K +$11.4K +145 +16%
Pacer Advisors
2405
Pacer Advisors
Pennsylvania
$75K +$11.6K +147 +19%
Harding Loevner
2406
Harding Loevner
New Jersey
$68K – – –
EWP
2407
Engrave Wealth Partners
Texas
$67K – – –
ICM
2408
Islay Capital Management
Texas
$62K – – –
CL
2409
CSS LLC
Illinois
$60K +$64.4K +820 New
LWM
2410
Lenox Wealth Management
Ohio
$56K +$2.67K +34 +5%
D'Orazio & Associates
2411
D'Orazio & Associates
Virginia
$56K +$10.1K +128 +20%
PCM
2412
Pinz Capital Management
New York
$55K +$59.3K +755 New
SC
2413
Solstein Capital
California
$54K -$170K -2,162 -75%
DI
2414
Disciplined Investments
Oklahoma
$54K – – –
Raffa Wealth Management
2415
Raffa Wealth Management
District of Columbia
$53K -$55K -700 -49%
Copeland Capital Management
2416
Copeland Capital Management
Pennsylvania
$51K -$6.21K -79 -10%
MWA
2417
Moser Wealth Advisors
Washington
$50K – – –
RCA
2418
Ranch Capital Advisors
Florida
$49K -$16K -204 -23%
Financial Enhancement Group
2419
Financial Enhancement Group
Indiana
$42K -$7.33M -93,280 -99%
FWC
2420
First Washington Corp
Washington
$42K – – –
Salomon & Ludwin
2421
Salomon & Ludwin
Virginia
$41K -$90.6K -1,153 -67%
LPWM
2422
Lake Point Wealth Management
Texas
$40K +$26.2K +333 +159%
Wealthcare Capital Management
2423
Wealthcare Capital Management
Virginia
$39K -$24.8K -315 -37%
Atwood & Palmer
2424
Atwood & Palmer
Missouri
$38K – – –
DWA
2425
Dougherty Wealth Advisers
Minnesota
$38K – – –