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Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
3276
Thurston Springer Miller Herd & Titak
Indiana
$144K -$2.67M -21,910 -95%
NWM
3277
Nova Wealth Management
Florida
$142K -$14.6K -120 -9%
GWSA
3278
Global Wealth Strategies & Associates
Colorado
$141K – – –
FNWA
3279
Financial Network Wealth Advisors
Utah
$140K -$1.22K -10 -0.8%
PWA
3280
Provenance Wealth Advisors
Florida
$140K – – –
CIAS
3281
CBIZ Investment Advisory Services
Ohio
$139K +$24.4K +200 +21%
AWM
3282
AllSquare Wealth Management
New York
$138K – – –
BHWM
3283
Beaird Harris Wealth Management
Texas
$137K +$12.2K +100 +10%
NC
3284
North Capital
Utah
$137K +$3.66K +30 +3%
DI
3285
DAGCO Inc
Ohio
$135K – – –
CWP
3286
Concord Wealth Partners
Virginia
$134K – – –
QWM
3287
Quaker Wealth Management
New Jersey
$133K -$2.44K -20 -2%
VWA
3288
Valued Wealth Advisors
Utah
$132K +$2.44K +20 +2%
MLA
3289
MB, Levis & Associates
Pennsylvania
$129K – – –
EP
3290
Essential Partners
California
$127K +$17.1K +140 +15%
BT
3291
Banque Transatlantique
France
$127K -$842K -6,900 -87%
KSWA
3292
Kathleen S. Wright Associates
Pennsylvania
$124K – – –
CCM
3293
Chilton Capital Management
Texas
$121K +$3.66K +30 +3%
IWP
3294
IAG Wealth Partners
Wisconsin
$121K +$23.2K +190 +23%
B
3295
Birchbrook
Maine
$120K – – –
CB
3296
Centennial Bank
Arkansas
$120K – – –
CAM
3297
Creekmur Asset Management
Illinois
$120K – – –
TJHA
3298
Thomas J. Herzfeld Advisors
Florida
$120K – – –
OSNBOA
3299
Old Second National Bank of Aurora
Illinois
$120K +$24.4K +200 +25%
CFS
3300
Compass Financial Services
Iowa
$120K +$122K +1,000 New