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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2676
Venturi Wealth Management
Texas
$145K -$33K -1,132 -18%
SFM
2677
Spartan Fund Management
Canada
$145K +$58.3K +2,000 +67%
CWP
2678
Concord Wealth Partners
Virginia
$145K -$20.9K -718 -13%
CCM
2679
Copeland Capital Management
Pennsylvania
$144K +$145K +4,983 New
FWM
2680
FSA Wealth Management
Massachusetts
$142K +$143K +4,898 New
PAG
2681
Paladin Advisory Group
Iowa
$141K
WAG
2682
Wiser Advisor Group
Arizona
$139K -$729 -25 -0.5%
PP
2683
Pacifica Partners
Canada
$138K -$3.44K -118 -2%
DWS
2684
Dynamic Wealth Strategies
California
$138K -$25.5K -874 -15%
TFGT
2685
TS Financial Group (TSFG)
Illinois
$138K -$642 -22 -0.5%
GC
2686
Garde Capital
Washington
$138K
CTB
2687
Country Trust Bank
Illinois
$136K +$43.8K +1,500 +47%
CWM
2688
Cranbrook Wealth Management
Michigan
$134K +$263 +9 +0.2%
PCMC
2689
Planning Capital Management Corporation
Pennsylvania
$133K -$9.8K -336 -7%
WPA
2690
West Paces Advisors
Georgia
$131K +$1.84K +63 +1%
RWM
2691
Raffa Wealth Management
District of Columbia
$131K
PCFFS
2692
Pacific Center for Financial Services
California
$129K +$175 +6 +0.1%
VCM
2693
Versant Capital Management
Arizona
$128K +$27.8K +952 +27%
EWP
2694
Elevation Wealth Partners
California
$128K
OA
2695
Operose Advisors
Wisconsin
$125K +$86.6K +2,970 +221%
BIA
2696
Bell Investment Advisors
California
$124K -$39.3K -1,347 -24%
AAMU
2697
AEGON Asset Management (UK)
United Kingdom
$124K
LFA
2698
Livelsberger Financial Advisory
Ohio
$124K +$125K +4,278 New
ECM
2699
Elgethun Capital Management
South Dakota
$123K -$30.3K -1,038 -20%
TIM
2700
Tortoise Investment Management
New York
$122K +$4.23K +145 +4%