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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
2101
Global Wealth Management Investment Advisory
Florida
$85.7K -$35.4K -2,413 -30%
FA
2102
Financial Avengers
California
$85.1K +$20.1K +1,369 +32%
JMF
2103
Johnson Midwest Financial
Iowa
$85K +$733 +50 +0.9%
AWM
2104
AllSquare Wealth Management
New York
$84K -$47.6K -3,250 -37%
LTI
2105
Laffer Tengler Investments
Tennessee
$83.7K +$20.8K +1,420 +34%
MCM
2106
Manchester Capital Management
Vermont
$83.6K -$22.7K -1,547 -22%
MCM
2107
MV Capital Management
Maryland
$83K +$37K +2,521 +84%
SC
2108
Steph & Co
Wisconsin
$81.1K
RMC
2109
Resources Management Corp
Connecticut
$80K
BFP
2110
Briaud Financial Planning
Texas
$78K +$76.2K +5,196 New
TAM
2111
Tucker Asset Management
Colorado
$76K -$14.7K -1,006 -17%
SA
2112
SRH Advisors
Kansas
$75.8K -$14.1K -962 -16%
AI
2113
AXS Investments
New York
$75.5K -$1.13M -77,426 -94%
BFPW
2114
BOK Financial Private Wealth
Colorado
$75K -$21K -1,430 -22%
CFG
2115
CKW Financial Group
Hawaii
$75K
HI
2116
Hoey Investments
Pennsylvania
$74.3K -$247K -16,850 -77%
PMFA
2117
Plante Moran Financial Advisors
Michigan
$73.2K +$24.8K +1,692 +53%
WWM
2118
Wolff Wiese Magana
California
$70.9K -$47.8K -3,260 -41%
BAAM
2119
Baker Avenue Asset Management
California
$70.6K -$193K -13,158 -74%
FWA
2120
FSC Wealth Advisors
New York
$70.5K +$16.8K +1,149 +32%
Loomis, Sayles & Company
2121
Loomis, Sayles & Company
Massachusetts
$70K -$1.1M -75,098 -94%
SR
2122
Syntax Research
Florida
$69.9K +$68.2K +4,653 New
LWCFA
2123
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69.1K -$140K -9,546 -68%
CAM
2124
Costello Asset Management
Pennsylvania
$67.6K
BWAM
2125
Boyd Watterson Asset Management
Ohio
$67.3K -$2.93K -200 -4%