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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2701
Professional Financial Advisors
Nebraska
$100K +$664 +12 +0.7%
FWM
2702
Filbrandt Wealth Management
Wisconsin
$99K +$2.71K +49 +3%
BMD
2703
Better Money Decisions
New Mexico
$98K +$332 +6 +0.3%
FFC
2704
Fure Financial Corporation
Minnesota
$95K +$97.9K +1,769 New
MFA
2705
McClarren Financial Advisors
Pennsylvania
$92K -$6.8K -123 -7%
KA
2706
Kozak & Associates
Colorado
$92K +$97.2K +1,757 New
JWM
2707
Janiczek Wealth Management
Colorado
$91K -$20.7K -375 -18%
FGAM
2708
Financial Gravity Asset Management
Texas
$90K -$111 -2 -0.3%
SMG
2709
Spectrum Management Group
Indiana
$90K +$3.98K +72 +5%
SA
2710
SRH Advisors
Kansas
$90K +$21.7K +392 +31%
LJHT
2711
Laurie J. Hall Trustee
$86K
HWM
2712
HighMark Wealth Management
Minnesota
$83K -$55 -1 -0.1%
BA
2713
Bellwether Advisors
Nebraska
$80K +$19K +343 +30%
CAL
2714
Capital Advisors Ltd
Ohio
$79K
JEST
2715
JTC Employer Solutions Trustee
Jersey
$73K +$3.37K +61 +5%
IWP
2716
IAG Wealth Partners
Wisconsin
$71K -$28.2K -510 -28%
CA
2717
Crewe Advisors
Utah
$69K +$4.2K +76 +6%
M
2718
Mirova
France
$68K +$6.31K +114 +10%
MIM
2719
Meridiem Investment Management
United Kingdom
$67K
FEG
2720
Financial Enhancement Group
Indiana
$66K
RWM
2721
Raffa Wealth Management
District of Columbia
$63.8K +$3.26K +59 +5%
JWBC
2722
John W. Brooker & Co
California
$52K
RA
2723
Resolute Advisors
California
$52K
CIA
2724
Cascade Investment Advisors
Oregon
$47.7K
WAM
2725
Westport Asset Management
Connecticut
$47K