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Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
1201
Iron Horse Wealth Management
Iowa
$129K +$126K +1,579 New
DIP
1202
DT Investment Partners
Pennsylvania
$126K – – –
JWA
1203
JFS Wealth Advisors
Pennsylvania
$126K +$2.8K +35 +2%
CHA
1204
Carmichael Hill & Associates
Maryland
$125K – – –
CAM
1205
Chesapeake Asset Management
New York
$122K +$119K +1,496 New
GEA
1206
Glen Eagle Advisors
New Jersey
$122K -$37.2K -466 -24%
TCOV
1207
Trust Company of Vermont
Vermont
$120K – – –
CMP
1208
Coston McIsaac & Partners
Maine
$119K +$639 +8 +0.5%
ATPW
1209
Ashton Thomas Private Wealth
Arizona
$117K +$114K +1,432 New
TPCW
1210
TD Private Client Wealth
New York
$115K +$3.27K +41 +3%
CLOS
1211
Compagnie Lombard Odier SCmA
Switzerland
$114K – – –
LTI
1212
Laffer Tengler Investments
Tennessee
$114K – – –
AssetMark Inc
1213
AssetMark Inc
California
$114K +$46.1K +577 +70%
MSFP
1214
Mark Sheptoff Financial Planning
Connecticut
$113K – – –
LI
1215
LRI Investments
Florida
$113K – – –
LS
1216
Livforsakringsbolaget Skandia
Sweden
$110K – – –
HBT
1217
Hills Bank & Trust
Iowa
$109K – – –
FMP
1218
Financial Management Professionals
Texas
$108K +$959 +12 +0.9%
AW
1219
Avion Wealth
Texas
$108K +$5.43K +68 +5%
KFI
1220
Key Financial Inc
Pennsylvania
$108K – – –
MWA
1221
Miller Wealth Advisors
Colorado
$105K – – –
TWP
1222
Triad Wealth Partners
Kansas
$103K +$101K +1,259 New
RFG
1223
REAP Financial Group
Texas
$100K +$639 +8 +0.7%
SC
1224
Sawyer & Company
Massachusetts
$98K – – –
AFIA
1225
America First Investment Advisors
Nebraska
$97.9K – – –