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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
3051
Mowery & Schoenfeld Wealth Management
Illinois
$144K – – –
JFA
3052
JNBA Financial Advisors
Minnesota
$142K +$10.7K +31 +8%
FFO
3053
Fortitude Family Office
Arizona
$141K -$24.8K -72 -15%
TCOT
3054
Trust Company of Toledo
Ohio
$140K -$212K -616 -60%
FIM
3055
FWL Investment Management
Texas
$140K +$5.85K +17 +4%
OSNBOA
3056
Old Second National Bank of Aurora
Illinois
$139K – – –
MCM
3057
Manchester Capital Management
Vermont
$137K +$4.13K +12 +3%
LIA
3058
Luken Investment Analytics
Tennessee
$135K -$11.7K -34 -8%
FA
3059
Fountainhead AM
New Jersey
$133K +$22K +64 +19%
CFFP
3060
Center for Financial Planning
Michigan
$130K +$8.26K +24 +7%
B
3061
Birchbrook
Maine
$129K – – –
FMB
3062
Field & Main Bank
Kentucky
$128K – – –
DWP
3063
Destiny Wealth Partners
Florida
$126K +$128K +373 New
TLFA
3064
True Link Financial Advisors
California
$125K +$128K +371 New
ZI
3065
ZEGA Investments
Florida
$125K +$127K +370 New
TFGT
3066
TS Financial Group (TSFG)
Illinois
$124K -$17.9K -52 -12%
AWM
3067
Abound Wealth Management
Tennessee
$123K +$18.9K +55 +18%
PWS
3068
Peterson Wealth Services
Utah
$122K – – –
BIA
3069
Bell Investment Advisors
California
$122K +$23.4K +68 +23%
HAP
3070
Harbor Asset Planning
Massachusetts
$118K – – –
RWM
3071
RMG Wealth Management
Wisconsin
$117K +$13.1K +38 +15%
HC
3072
Hoese & Co
Minnesota
$113K – – –
AFC
3073
Ares Financial Consulting
California
$108K +$75.7K +220 +227%
SIM
3074
Synergy Investment Management
Florida
$105K +$107K +311 New
FCAS
3075
First Command Advisory Services
Texas
$105K -$6.19K -18 -5%