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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1176
SJS Investment Consulting
Ohio
$154K +$164K +1,120 New
JWA
1177
JFS Wealth Advisors
Pennsylvania
$146K +$2.92K +20 +2%
SWM
1178
Scissortail Wealth Management
Oklahoma
$146K +$155K +1,060 New
1IA
1179
1834 Investment Advisors
Wisconsin
$143K +$35.1K +240 +30%
FWM
1180
Focused Wealth Management
New York
$142K +$13.2K +90 +10%
FA
1181
Fortis Advisors
Pennsylvania
$138K
NSIM
1182
North Star Investment Management
Illinois
$138K +$65.8K +450 +82%
TCOV
1183
Trust Company of Vermont
Vermont
$138K +$146K +1,000 New
OSNBOA
1184
Old Second National Bank of Aurora
Illinois
$135K +$17.5K +120 +11%
RPCONE
1185
Retirement Planning Company of New England
Rhode Island
$132K +$140K +960 New
ALAM
1186
Asahi Life Asset Management
Japan
$128K +$77.4K +530 +133%
NIC
1187
Northwest Investment Counselors
Oregon
$127K +$134K +920 New
BIP
1188
Blueprint Investment Partners
North Carolina
$125K +$133K +910 New
CA
1189
Crewe Advisors
Utah
$125K +$133K +910 New
HPC
1190
HM Payson & Co
Maine
$120K +$118K +810 +1,350%
PP
1191
PFS Partners
New Jersey
$118K +$126K +860 New
TWA
1192
TCI Wealth Advisors
Arizona
$116K +$5.84K +40 +5%
FAG
1193
Fortitude Advisory Group
Washington
$116K +$123K +840 New
VC
1194
Vestor Capital
Illinois
$113K +$1.46K +10 +1%
CFO
1195
CVA Family Office
Colorado
$113K +$46.8K +320 +64%
PP
1196
PrairieView Partners
Minnesota
$110K
WTA
1197
Washington Trust Advisors
Massachusetts
$110K +$117K +800 New
DHGWA
1198
Dixon Hughes Goodman Wealth Advisors
North Carolina
$105K +$111K +760 New
RA
1199
Rise Advisors
New York
$105K +$111K +760 New
RCM
1200
Ravenstone Capital Management
$103K