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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2626
Toth Financial Advisory
Virginia
$108K
CFS
2627
Compass Financial Services
Iowa
$108K +$44.5K +1,771 +87%
C
2628
Covestor
United Kingdom
$107K -$7.54K -300 -7%
CMP
2629
Coston McIsaac & Partners
Maine
$107K -$528 -21 -0.6%
T
2630
Tidemark
California
$104K +$629 +25 +0.7%
GWSA
2631
Global Wealth Strategies & Associates
Colorado
$103K +$503 +20 +0.6%
MWM
2632
Mascoma Wealth Management
New Hampshire
$103K +$654 +26 +0.7%
PA
2633
Pineridge Advisors
Missouri
$103K -$58.5K -2,327 -39%
BGA
2634
Battery Global Advisors
Massachusetts
$102K
SO
2635
Sierra Ocean
California
$100K +$10.3K +408 +13%
VWM
2636
Vermillion Wealth Management
Minnesota
$97.3K +$905 +36 +1%
IHWM
2637
Iron Horse Wealth Management
Iowa
$96.3K +$17K +677 +25%
PMFA
2638
Plante Moran Financial Advisors
Michigan
$96K -$25K -995 -23%
WPA
2639
Wealth Preservation Advisors
Tennessee
$95.4K +$84.8K +3,374 New
IA
2640
IFS Advisors
Kansas
$94.2K +$25 +1 +0%
AWM
2641
Ameliora Wealth Management
Switzerland
$93.5K
WA
2642
WPG Advisers
Maryland
$92.7K +$27.2K +1,082 +49%
OWP
2643
ORG Wealth Partners
Texas
$92.6K
MTIC
2644
Missouri Trust & Investment Company
Missouri
$90.5K
SPF
2645
South Plains Financial
Texas
$90.4K -$95.9K -3,812 -54%
BFPW
2646
BOK Financial Private Wealth
Colorado
$90K -$3.72K -148 -4%
WA
2647
Whipplewood Advisors
Colorado
$88.7K
GWP
2648
Gen-Wealth Partners
Michigan
$88.3K -$18.6K -739 -19%
WWM
2649
Wolff Wiese Magana
California
$85.6K +$4.63K +184 +6%
RMP
2650
Richards, Merrill & Peterson
Washington
$84.8K