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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
2301
True Wealth Design
Ohio
$60.2K – – –
RCM
2302
Richardson Capital Management
Wisconsin
$59.8K – – –
SOAMC
2303
Spirit of America Management Corp
New York
$59.2K – – –
HWA
2304
Heritage Wealth Advisors
Virginia
$59.2K +$9.68K +50 +20%
CSWM
2305
Cassady Schiller Wealth Management
Ohio
$57.9K +$7.74K +40 +16%
FWA
2306
FSC Wealth Advisors
New York
$57.9K +$56.7K +293 New
ME
2307
McIlrath & Eck
Washington
$57.1K +$4.06K +21 +8%
JFGIW
2308
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.1K -$26.1K -135 -33%
IHWM
2309
Iron Horse Wealth Management
Iowa
$55.1K +$37.9K +196 +236%
AP
2310
Aspect Partners
Virginia
$53.6K +$5.81K +30 +12%
CFFP
2311
Center for Financial Planning
Michigan
$53.3K +$29K +150 +125%
FMTCOCP
2312
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K – – –
CAM
2313
Creekmur Asset Management
Illinois
$52.3K -$3.87K -20 -7%
WOC
2314
West Oak Capital
California
$50.4K – – –
HNW
2315
High Note Wealth
Minnesota
$50.4K +$49.4K +255 New
ACA
2316
American Capital Advisory
Idaho
$49.4K +$5.61K +29 +13%
BWM
2317
Bernard Wealth Management
Michigan
$49.4K +$48.4K +250 New
LDB
2318
Lee, Danner & Bass
Tennessee
$47.6K +$46.6K +241 New
FFC
2319
First Financial Corp
Indiana
$47K -$11.4K -59 -20%
CTWM
2320
Cherry Tree Wealth Management
Minnesota
$46.4K -$61.5K -318 -58%
AIC
2321
Archer Investment Corporation
Indiana
$45.8K +$7.93K +41 +21%
OSNBOA
2322
Old Second National Bank of Aurora
Illinois
$45.8K – – –
BIA
2323
Bell Investment Advisors
California
$45.6K +$581 +3 +1%
BWM
2324
Bullock Wealth Management
Indiana
$45.2K – – –
TAM
2325
Tucker Asset Management
Colorado
$44.2K -$2.52K -13 -5%