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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2151
Sound Income Strategies
Florida
$82.6K -$12K -127 -13%
C
2152
Covestor
United Kingdom
$81K -$944 -10 -1%
OCM
2153
Orion Capital Management
California
$80.2K – – –
FA
2154
Fiduciary Alliance
South Carolina
$78.4K +$74.6K +791 New
EE
2155
EWG Elevate
California
$78.4K +$74.6K +790 New
GFL
2156
Granite FO LLC
New Hampshire
$78.2K +$72.2K +765 New
CPG
2157
Cornerstone Planning Group
New Jersey
$77K +$69.7K +739 New
CWM
2158
CarsonAllaria Wealth Management
Illinois
$76K +$2.55K +27 +4%
PVH
2159
Psagot Value Holdings
Israel
$74K +$70.8K +750 New
CA
2160
Corrado Advisors
New Jersey
$71.3K +$67.9K +719 New
GEA
2161
Glen Eagle Advisors
New Jersey
$71.1K +$3.3K +35 +5%
FFA
2162
Fairfield Financial Advisors
Massachusetts
$71.1K +$283 +3 +0.4%
CYG
2163
Clean Yield Group
Vermont
$70.4K +$8.02K +85 +14%
BC
2164
Barrett & Company
Rhode Island
$69.9K – – –
AWM
2165
Accel Wealth Management
Iowa
$69.4K +$6.23K +66 +10%
RCC
2166
Red Cedar Capital
Nebraska
$69K – – –
CCMI
2167
Creative Capital Management Investments
California
$69K +$65.6K +695 New
LFASL
2168
Lugano Financial Advisors SA (LFA)
Switzerland
$68.4K +$65.1K +690 New
PP
2169
PrairieView Partners
Minnesota
$68K – – –
AW
2170
Avion Wealth
Texas
$67K – – –
LF
2171
Lee Financial
Texas
$66.9K +$13.5K +143 +27%
AAG
2172
Armstrong Advisory Group
Massachusetts
$65.6K +$62.4K +661 New
TFM
2173
TFC Financial Management
Massachusetts
$64.4K +$34.6K +367 +130%
AWM
2174
Abound Wealth Management
Tennessee
$63.1K -$13.7K -145 -19%
FCT
2175
First Community Trust
Iowa
$63K +$15.4K +163 +35%
85 86
87
88 89