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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1776
Farther Finance Advisors
California
$106K +$119K +1,489 New
HWA
1777
Heritage Wealth Advisors
Virginia
$105K -$26K -325 -18%
FRA
1778
Front Row Advisors
California
$101K -$1.44K -18 -1%
CWC
1779
Carolinas Wealth Consulting
North Carolina
$100K -$1.2K -15 -1%
MWC
1780
MBM Wealth Consultants
Missouri
$97K -$431K -5,386 -81%
EWM
1781
Evermay Wealth Management
Virginia
$94.7K -$18.6K -232 -15%
DMBA
1782
Deseret Mutual Benefit Administrators
Utah
$94K -$60.8K -760 -37%
TSWM
1783
Tyler-Stone Wealth Management
Ohio
$93K -$16K -200 -13%
PA
1784
PSI Advisors
Florida
$87K -$2.4K -30 -2%
ACM
1785
Aquatic Capital Management
Illinois
$85K +$96K +1,200 New
WWM
1786
Wolff Wiese Magana
California
$84.8K -$84.2K -1,052 -47%
NIMI
1787
Natixis Investment Managers International
France
$84.5K -$2.96K -37 -3%
HCM
1788
Highlander Capital Management
New Jersey
$82K -$36K -450 -28%
TFA
1789
Toth Financial Advisory
Virginia
$82K -$12.6K -157 -12%
FP
1790
Financial Perspectives
Minnesota
$79.7K -$1.52K -19 -2%
SIC
1791
SJS Investment Consulting
Ohio
$78.8K -$12.7K -159 -13%
SWA
1792
SOA Wealth Advisors
New York
$77.3K +$2.8K +35 +3%
CBT
1793
Central Bank & Trust
Kentucky
$76.8K – – –
PMFA
1794
Plante Moran Financial Advisors
Michigan
$75.5K -$17.5K -219 -17%
PP
1795
Pacifica Partners
Canada
$75.2K -$2.16K -27 -2%
BWM
1796
Baystate Wealth Management
Massachusetts
$75K – – –
TFM
1797
TFC Financial Management
Massachusetts
$74.8K -$2.64K -33 -3%
CPA
1798
Cowen Prime Advisors
New York
$74K – – –
HFM
1799
Hartford Financial Management
Connecticut
$73.3K – – –
AWM
1800
Accel Wealth Management
Iowa
$73.2K -$40K -500 -33%