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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2151
Sugarloaf Wealth Management
Georgia
$45K +$118 +1 +0.2%
BIA
2152
Bell Investment Advisors
California
$45K +$51.6K +436 New
TFGT
2153
TS Financial Group (TSFG)
Illinois
$43K +$118 +1 +0.2%
CDIA
2154
Capital Directions Investment Advisors
Georgia
$42K -$7.1K -60 -13%
PA
2155
PSI Advisors
Florida
$41K -$2.96K -25 -6%
EL
2156
EMFO LLC
Florida
$40K – – –
CHA
2157
Carmichael Hill & Associates
Maryland
$39K +$1.3K +11 +3%
CCM
2158
Cribstone Capital Management
Maine
$38K -$3.55K -30 -7%
AP
2159
Atwood & Palmer
Missouri
$37K – – –
MFT
2160
Moisand Fitzgerald Tamayo
Florida
$37K +$7.45K +63 +21%
BCM
2161
Bourgeon Capital Management
Connecticut
$36K – – –
SFG
2162
Steward Financial Group
Texas
$35K +$1.54K +13 +4%
UCB
2163
United Community Bank
South Carolina
$34.2K +$11.2K +95 +40%
NICM
2164
Neo Ivy Capital Management
New York
$34K -$518K -4,383 -93%
SOW
2165
State of Wyoming
Wyoming
$34K -$175K -1,480 -81%
TCM
2166
Tradewinds Capital Management
Washington
$34K -$26.5K -224 -40%
PK
2167
Pflug Koory
Nebraska
$34K – – –
TCWM
2168
Total Clarity Wealth Management
Illinois
$34K +$38.8K +328 New
GLLW
2169
Graves Light Lenhart Wealth
Virginia
$33K -$1.18K -10 -3%
HFS
2170
Heritage Financial Services
Massachusetts
$33K +$38.9K +329 New
SC
2171
Stephens Consulting
Michigan
$32.8K – – –
MAM
2172
Marquette Asset Management
Minnesota
$31K – – –
WAM
2173
Worth Asset Management
Texas
$31K – – –
TAIM
2174
TD Ameritrade Investment Management
Nebraska
$30K -$9.11K -77 -21%
IRC
2175
Investors Research Corp
Georgia
$29K – – –