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Name Holding Trade Value Shares
Change
Change in
Stake
FEG
3176
Financial Enhancement Group
Indiana
$87K +$10.6K +213 +17%
LF
3177
Lee Financial
Texas
$86K -$155K -3,119 -68%
CTC (Chicago Trading Company)
3178
CTC (Chicago Trading Company)
Illinois
$80.6K +$40.3K +814 +148%
TAM
3179
Tucker Asset Management
Colorado
$80.2K +$10.4K +209 +18%
GWMI
3180
Guardian Wealth Management (Illinois)
Illinois
$78K +$65.1K +1,313 New
LPP
3181
Life Planning Partners
Florida
$78K +$65.9K +1,330 New
IWP
3182
IAG Wealth Partners
Wisconsin
$77K +$59.5K +1,200 +1,121%
EMFAT
3183
Emerald Mutual Fund Advisers Trust
Pennsylvania
$76K +$63.4K +1,280 New
GG
3184
Gleason Group
Kentucky
$75K +$446 +9 +0.7%
CWM
3185
Curi Wealth Management
North Carolina
$73K +$61.6K +1,243 New
LPWM
3186
Lake Point Wealth Management
Texas
$71K +$3.72K +75 +7%
SPA
3187
Shore Point Advisors
New Jersey
$67K +$56.4K +1,138 New
RCM
3188
Regency Capital Management
Hawaii
$66K -$11.6K -234 -17%
CWAF
3189
Core Wealth Advisors (Florida)
Florida
$66K – – –
OA
3190
Operose Advisors
Wisconsin
$63K +$53.1K +1,072 New
TC
3191
Tacita Capital
Ontario, Canada
$63K +$53.3K +1,075 New
KA
3192
Kozak & Associates
Colorado
$62K +$16K +323 +35%
ECM
3193
EMC Capital Management
Texas
$61K +$396 +8 +0.8%
BIMC
3194
Benson Investment Management Company
Virginia
$59K – – –
TVWM
3195
Tower View Wealth Management
Wisconsin
$59K – – –
LFA
3196
Level Financial Advisors
New York
$59K +$49.4K +997 New
LFG
3197
Leverty Financial Group
Wisconsin
$57K +$47.9K +966 New
PFA
3198
Professional Financial Advisors
Nebraska
$55K +$50 +1 +0.1%
JRFS
3199
James Reed Financial Services
Ohio
$55K +$46.4K +937 New
ODG
3200
O'Dell Group
Ohio
$53K +$8.22K +166 +23%