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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
2801
TS Financial Group (TSFG)
Illinois
$117K -$7.17K -170 -5%
CAL
2802
Capital Advisors Ltd
Ohio
$117K +$11.1K +263 +10%
NECFA
2803
New England Capital Financial Advisors
Connecticut
$116K +$253 +6 +0.2%
NIMI
2804
Natixis Investment Managers International
France
$115K – – –
PPA
2805
Painted Porch Advisors
California
$115K +$17.9K +425 +17%
LC
2806
Lavaca Capital
Texas
$115K +$121K +2,880 New
SAM
2807
Sherman Asset Management
California
$112K +$119K +2,811 New
AWM
2808
Ameliora Wealth Management
Switzerland
$112K +$34K +805 +40%
HC
2809
Hara Capital
Washington
$112K -$21.4K -508 -15%
OCM
2810
Orion Capital Management
California
$112K +$118K +2,792 New
LFASL
2811
Lugano Financial Advisors SA (LFA)
Switzerland
$111K +$21.1K +500 +22%
B
2812
Birchbrook
Maine
$110K -$2.07K -49 -2%
RA
2813
Rise Advisors
New York
$109K -$13.6K -323 -11%
KBFS
2814
Kohmann Bosshard Financial Services
Ohio
$106K +$112K +2,662 New
HFS
2815
Hopwood Financial Services
Virginia
$106K +$112K +2,661 New
HIM
2816
Hillsdale Investment Management
Ontario, Canada
$105K +$55.3K +1,310 +100%
OLVIG
2817
Oliver Lagore Vanvalin Investment Group
Michigan
$104K -$380 -9 -0.3%
CA
2818
Centerpoint Advisors
Massachusetts
$102K -$27.3K -647 -20%
GKIM
2819
GW&K Investment Management
Massachusetts
$102K +$1.73K +41 +2%
C
2820
Covestor
United Kingdom
$102K +$3.96K +94 +4%
PMFA
2821
Plante Moran Financial Advisors
Michigan
$102K +$9.07K +215 +9%
MAS
2822
MPWM Advisory Solutions
Georgia
$98.8K +$104K +2,470 New
CWM
2823
Crowley Wealth Management
Delaware
$98.6K +$104K +2,466 New
MHIP
2824
Mountain Hill Investment Partners
New Jersey
$98.4K +$104K +2,462 New
BBPWM
2825
Blue Bell Private Wealth Management
Pennsylvania
$96.7K -$717 -17 -0.7%