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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2626
Sherman Asset Management
California
$110K -$1.06K -42 -1%
CWC
2627
Carolinas Wealth Consulting
North Carolina
$110K -$510K -20,274 -84%
AGWCA
2628
Annis Gardner Whiting Capital Advisors
Florida
$109K +$2.49K +99 +3%
TFA
2629
Toth Financial Advisory
Virginia
$108K – – –
CFS
2630
Compass Financial Services
Iowa
$108K +$44.5K +1,771 +87%
C
2631
Covestor
United Kingdom
$107K -$7.54K -300 -7%
CMP
2632
Coston McIsaac & Partners
Maine
$107K -$528 -21 -0.6%
T
2633
Tidemark
California
$104K +$629 +25 +0.7%
GWSA
2634
Global Wealth Strategies & Associates
Colorado
$103K +$503 +20 +0.6%
MWM
2635
Mascoma Wealth Management
New Hampshire
$103K +$654 +26 +0.7%
PA
2636
Pineridge Advisors
Missouri
$103K -$58.5K -2,327 -39%
BGA
2637
Battery Global Advisors
Massachusetts
$102K – – –
SO
2638
Sierra Ocean
California
$100K +$10.3K +408 +13%
VWM
2639
Vermillion Wealth Management
Minnesota
$97.3K +$905 +36 +1%
IHWM
2640
Iron Horse Wealth Management
Iowa
$96.3K +$17K +677 +25%
PMFA
2641
Plante Moran Financial Advisors
Michigan
$96K -$25K -995 -23%
WPA
2642
Wealth Preservation Advisors
Tennessee
$95.4K +$84.8K +3,374 New
IA
2643
IFS Advisors
Kansas
$94.2K +$25 +1 +0%
AWM
2644
Ameliora Wealth Management
Switzerland
$93.5K – – –
WA
2645
WPG Advisers
Maryland
$92.7K +$27.2K +1,082 +49%
OWP
2646
ORG Wealth Partners
Texas
$92.6K – – –
MTIC
2647
Missouri Trust & Investment Company
Missouri
$90.5K – – –
SPF
2648
South Plains Financial
Texas
$90.4K -$95.9K -3,812 -54%
BFPW
2649
BOK Financial Private Wealth
Colorado
$90K -$3.72K -148 -4%
WA
2650
Whipplewood Advisors
Colorado
$88.7K – – –