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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1101
Alta Advisers
United Kingdom
$101K
DIP
1102
DT Investment Partners
Pennsylvania
$97.7K
CTWM
1103
Cherry Tree Wealth Management
Minnesota
$96.4K +$99.2K +1,520 New
HWA
1104
Heritage Wealth Advisors
Virginia
$93K +$56.5K +866 +144%
CMP
1105
Coston McIsaac & Partners
Maine
$91K +$43.7K +669 +87%
LTI
1106
Laffer Tengler Investments
Tennessee
$88.8K +$91.4K +1,400 New
MSFP
1107
Mark Sheptoff Financial Planning
Connecticut
$88K
IRC
1108
Investors Research Corp
Georgia
$87.5K
CI Investments Inc
1109
CI Investments Inc
Ontario, Canada
$86K +$4.24K +65 +5%
RFA
1110
Resurgent Financial Advisors
Georgia
$85.4K +$66.6K +1,020 +313%
KFI
1111
Key Financial Inc
Pennsylvania
$83.8K
EWA
1112
EverSource Wealth Advisors
Alabama
$82.2K +$27K +414 +47%
BCM
1113
Bourgeon Capital Management
Connecticut
$82.1K +$84.5K +1,295 New
FMP
1114
Financial Management Professionals
Texas
$82K -$19.8K -303 -19%
MWA
1115
Miller Wealth Advisors
Colorado
$81.9K +$77.8K +1,191 +1,191%
SL
1116
Salomon & Ludwin
Virginia
$79.9K +$82.3K +1,260 New
AW
1117
Avion Wealth
Texas
$79K +$63.5K +972 +346%
AFIA
1118
America First Investment Advisors
Nebraska
$76.1K
SC
1119
Sawyer & Company
Massachusetts
$76K +$78.3K +1,200 New
TFA
1120
Toth Financial Advisory
Virginia
$75.6K
TPCW
1121
TD Private Client Wealth
New York
$75.2K +$15.2K +233 +24%
OSNBOA
1122
Old Second National Bank of Aurora
Illinois
$74.7K
PG
1123
Proffitt & Goodson
Tennessee
$73.9K -$10.5K -161 -12%
LSA
1124
Leonteq Securities AG
Switzerland
$72.1K +$18.7K +287 +34%
GGI
1125
Godsey & Gibb Inc
Virginia
$71.9K +$74K +1,133 New