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Name Holding Trade Value Shares
Change
Change in
Stake
IFA
2976
Interactive Financial Advisors
Illinois
$38K -$19.8K -118 -34%
MIFH
2977
Migdal Insurance & Financial Holdings
Israel
$35K -$41K -244 -54%
SQA
2978
Simon Quick Advisors
New Jersey
$35K -$27.4K -163 -44%
LPP
2979
Life Planning Partners
Florida
$34K – – –
MWC
2980
MBM Wealth Consultants
Missouri
$33K -$8.56K -51 -20%
JAM
2981
JCIC Asset Management
Ontario, Canada
$33K – – –
HWMA
2982
Heritage Wealth Management (Arizona)
Arizona
$33K +$33.2K +198 New
MFA
2983
McClarren Financial Advisors
Pennsylvania
$31K +$168 +1 +0.5%
CDIA
2984
Capital Directions Investment Advisors
Georgia
$30K +$30.4K +181 New
CI
2985
Cordant Inc
Oregon
$27K +$27.2K +162 New
PP
2986
Pacifica Partners
Canada
$25K – – –
CA
2987
Crewe Advisors
Utah
$24K – – –
PA
2988
PSI Advisors
Florida
$22K – – –
FC
2989
Family CFO
California
$21K – – –
LWP
2990
Laurel Wealth Planning
Minnesota
$20K – – –
RDIA
2991
RE Dickinson Investment Advisors
Iowa
$19K – – –
FFC
2992
Fure Financial Corporation
Minnesota
$18K – – –
PWC
2993
PYA Waltman Capital
Tennessee
$18K – – –
SCA
2994
Sandy Cove Advisors
Massachusetts
$18K – – –
CMANY
2995
Capital Management Associates (New York)
New York
$17K +$16.8K +100 New
MUMSS
2996
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$16.8K +100 New
NC
2997
Nicholas Company
Wisconsin
$16.7K – – –
DWA
2998
Delos Wealth Advisors
Texas
$16K – – –
UCB
2999
United Community Bank
South Carolina
$15.1K – – –
IRAG
3000
Investment Research & Advisory Group
Georgia
$15K – – –