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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
1201
DT Investment Partners
Pennsylvania
$126K
JWA
1202
JFS Wealth Advisors
Pennsylvania
$126K +$2.8K +35 +2%
CHA
1203
Carmichael Hill & Associates
Maryland
$125K
CAM
1204
Chesapeake Asset Management
New York
$122K +$119K +1,496 New
GEA
1205
Glen Eagle Advisors
New Jersey
$122K -$37.2K -466 -24%
TCOV
1206
Trust Company of Vermont
Vermont
$120K
CMP
1207
Coston McIsaac & Partners
Maine
$119K +$639 +8 +0.5%
ATPW
1208
Ashton Thomas Private Wealth
Arizona
$117K +$114K +1,432 New
TPCW
1209
TD Private Client Wealth
New York
$115K +$3.27K +41 +3%
CLOS
1210
Compagnie Lombard Odier SCmA
Switzerland
$114K
LTI
1211
Laffer Tengler Investments
Tennessee
$114K
AssetMark Inc
1212
AssetMark Inc
California
$114K +$46.1K +577 +70%
MSFP
1213
Mark Sheptoff Financial Planning
Connecticut
$113K
LI
1214
LRI Investments
Florida
$113K
LS
1215
Livforsakringsbolaget Skandia
Sweden
$110K
HBT
1216
Hills Bank & Trust
Iowa
$109K
FMP
1217
Financial Management Professionals
Texas
$108K +$959 +12 +0.9%
AW
1218
Avion Wealth
Texas
$108K +$5.43K +68 +5%
KFI
1219
Key Financial Inc
Pennsylvania
$108K
MWA
1220
Miller Wealth Advisors
Colorado
$105K
TWP
1221
Triad Wealth Partners
Kansas
$103K +$101K +1,259 New
RFG
1222
REAP Financial Group
Texas
$100K +$639 +8 +0.7%
SC
1223
Sawyer & Company
Massachusetts
$98K
AFIA
1224
America First Investment Advisors
Nebraska
$97.9K
TFA
1225
Toth Financial Advisory
Virginia
$97.2K