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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
3051
Financial Connections Group
California
$125K -$36.2K -178 -20%
VNA
3052
Valley National Advisers
Pennsylvania
$125K +$203 +1 +0.1%
AWM
3053
AllSquare Wealth Management
New York
$123K – – –
BIA
3054
Bell Investment Advisors
California
$122K -$28.5K -140 -17%
DCBT
3055
Dakota Community Bank & Trust
North Dakota
$121K +$138K +680 New
CWA
3056
Clearview Wealth Advisors
Oregon
$119K -$6.31K -31 -4%
TF
3057
TimeScale Financial
Massachusetts
$115K +$11.4K +56 +9%
FCT
3058
First Community Trust
Iowa
$113K – – –
TAM
3059
Tucker Asset Management
Colorado
$109K +$13K +64 +14%
CPFP
3060
Clear Perspectives Financial Planning
Ohio
$108K – – –
TFM
3061
TFC Financial Management
Massachusetts
$108K +$71.2K +350 +137%
GITFIT
3062
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$107K – – –
TFGT
3063
TS Financial Group (TSFG)
Illinois
$104K -$610 -3 -0.5%
WPWM
3064
Western Pacific Wealth Management
Illinois
$101K +$76.1K +374 +187%
AWM
3065
Ameliora Wealth Management
Switzerland
$101K +$116K +570 New
BC
3066
Barrett & Company
Rhode Island
$99.8K +$97.9K +481 New
LTI
3067
Laffer Tengler Investments
Tennessee
$99.7K +$12K +59 +12%
KTC
3068
Kistler-Tiffany Companies
Pennsylvania
$99K +$1.02K +5 +0.9%
BFPW
3069
BOK Financial Private Wealth
Colorado
$99K +$114K +560 New
SAM
3070
Sycomore Asset Management
France
$97K +$18.3K +90 +20%
AWM
3071
Accel Wealth Management
Iowa
$96K -$41.3K -203 -28%
LWA
3072
Lowe Wealth Advisors
Maryland
$96K – – –
LSA
3073
Lansing Street Advisors
Pennsylvania
$93K +$203 +1 +0.2%
FNBOSM
3074
First National Bank of South Miami
Florida
$92K -$41.3K -203 -28%
IA
3075
IFS Advisors
Kansas
$92K +$83K +408 +371%
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