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Name Holding Trade Value Shares
Change
Change in
Stake
MG
951
Mather Group
Illinois
$61.9K +$15.5K +194 +36%
CFB
952
Cullen/Frost Bankers
Texas
$60K -$187K -2,332 -76%
CFD
953
Creative Financial Designs
Indiana
$59.8K +$7.28K +91 +15%
MSWM
954
Mowery & Schoenfeld Wealth Management
Illinois
$58.9K -$58.1K -727 -51%
TFA
955
Toth Financial Advisory
Virginia
$57.1K +$400 +5 +0.7%
TFIPS
956
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.9K – – –
TCOV
957
Trust Company of Vermont
Vermont
$54.5K +$5.28K +66 +11%
MCM
958
Manchester Capital Management
Vermont
$53.6K +$6.88K +86 +15%
CMP
959
Coston McIsaac & Partners
Maine
$53K +$160 +2 +0.3%
IAIM
960
International Assets Investment Management
Florida
$52.5K -$1.04K -13 -2%
RS
961
Rakuten Securities
Japan
$50.3K -$2.72K -34 -5%
HCM
962
Horrell Capital Management
Arkansas
$50K – – –
CA
963
Crewe Advisors
Utah
$46.8K +$480 +6 +1%
PS
964
Planned Solutions
California
$45.2K +$43.2K +540 New
CAL
965
Capital Analysts LLC
Pennsylvania
$45K +$3.04K +38 +8%
HWM
966
Hemington Wealth Management
Virginia
$45K +$43.3K +541 New
SC
967
SouthState Corp
Florida
$44K +$4.48K +56 +12%
JIP
968
Jaffetilchin Investment Partners
Florida
$43.7K +$41.8K +523 New
CAL
969
Capital Advisors Ltd
Ohio
$43K – – –
PWMA
970
Pension & Wealth Management Advisors
Massachusetts
$42.1K +$40.2K +503 New
RDFA
971
Ritter Daniher Financial Advisory
Ohio
$41.8K – – –
SWA
972
SOA Wealth Advisors
New York
$41.7K – – –
SWM
973
Spire Wealth Management
Virginia
$41.3K -$8.4K -105 -18%
RA
974
Rational Advisors
New York
$40.5K -$6.16K -77 -14%
BONH
975
Bank of New Hampshire
New Hampshire
$40.1K -$8.32K -104 -18%