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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2451
Total Investment Management
Arizona
$77.7K +$63.5K +343 New
TIM
2452
Tortoise Investment Management
New York
$76.6K -$204K -1,100 -76%
LCM
2453
Logan Capital Management
Pennsylvania
$75.6K
KGP
2454
Keystone Global Partners
Colorado
$75.6K +$6.67K +36 +12%
HC
2455
Hoese & Co
Minnesota
$75.4K
UIA
2456
Ulland Investment Advisors
Minnesota
$75K
CFFP
2457
Center for Financial Planning
Michigan
$72.5K +$9.26K +50 +19%
VC
2458
Vestor Capital
Illinois
$70K +$65K +351 +98%
CVM
2459
Cheviot Value Management
California
$69.4K -$11.3K -61 -18%
AW
2460
Avion Wealth
Texas
$69K +$56.5K +305 New
TCM
2461
Tradewinds Capital Management
Washington
$68.6K -$6.48K -35 -10%
CAM
2462
Creekmur Asset Management
Illinois
$68.5K +$25.4K +137 +83%
LC
2463
Lavaca Capital
Texas
$67.9K
RA
2464
Rise Advisors
New York
$66.9K -$6.11K -33 -10%
MSFP
2465
Mark Sheptoff Financial Planning
Connecticut
$66.6K -$31.5K -170 -37%
ME
2466
McIlrath & Eck
Washington
$65.9K -$2.96K -16 -5%
RWM
2467
RMG Wealth Management
Wisconsin
$64.9K +$50.2K +271 New
PSFG
2468
Park Square Financial Group
Georgia
$63K +$2.22K +12 +5%
HHGA
2469
Halbert Hargrove Global Advisors
California
$62.1K -$6.67K -36 -12%
TWD
2470
True Wealth Design
Ohio
$61.8K
WWM
2471
Wolff Wiese Magana
California
$61.4K +$371 +2 +0.7%
RFS
2472
Richardson Financial Services
Massachusetts
$60.7K -$14.3K -77 -22%
1M
2473
1248 Management
Missouri
$60.2K +$17.8K +96 +57%
FMTCOCP
2474
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K
PWM
2475
Proathlete Wealth Management
Florida
$59.8K +$1.67K +9 +4%