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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
2901
FWL Investment Management
Texas
$120K +$17K +58 +17%
TWD
2902
True Wealth Design
Ohio
$119K +$12K +41 +12%
MCM
2903
Manchester Capital Management
Vermont
$119K -$129K -440 -53%
JFA
2904
JNBA Financial Advisors
Minnesota
$118K +$7.63K +26 +7%
B
2905
Birchbrook
Maine
$116K
GFA
2906
Godfrey Financial Associates
New York
$115K +$111K +380 New
FMB
2907
Field & Main Bank
Kentucky
$115K
CAM
2908
Capco Asset Management
Florida
$112K +$24.6K +84 +29%
TCM
2909
Triumph Capital Management
Colorado
$111K +$107K +366 New
CFFP
2910
Center for Financial Planning
Michigan
$110K +$12K +41 +13%
PWS
2911
Peterson Wealth Services
Utah
$110K +$68.7K +234 +184%
VC
2912
Vestor Capital
Illinois
$108K +$56.6K +193 +55%
CCM
2913
Chilton Capital Management
Texas
$107K -$53.7K -183 -34%
HAP
2914
Harbor Asset Planning
Massachusetts
$106K
AW
2915
Avion Wealth
Texas
$106K +$9.98K +34 +11%
CB
2916
Community Bank
New York
$105K
HC
2917
Hoese & Co
Minnesota
$101K
WG
2918
Wellington Group
Indiana
$101K +$97.1K +331 New
FA
2919
Fountainhead AM
New Jersey
$100K -$812K -2,766 -89%
CAL
2920
Capital Advisors Ltd
Ohio
$100K +$56.9K +194 +98%
FCAS
2921
First Command Advisory Services
Texas
$100K +$4.99K +17 +5%
MSFP
2922
Mark Sheptoff Financial Planning
Connecticut
$98.5K
CVM
2923
Cheviot Value Management
California
$98.2K
AWM
2924
Abound Wealth Management
Tennessee
$94.1K -$7.33K -25 -7%
LC
2925
Lavaca Capital
Texas
$91.2K