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Name Holding Trade Value Shares
Change
Change in
Stake
WA
3001
Whipplewood Advisors
Colorado
$140K +$17.4K +375 +16%
TSMHT
3002
Thurston Springer Miller Herd & Titak
Indiana
$140K -$59.4K -1,281 -31%
DWP
3003
Destiny Wealth Partners
Florida
$140K +$129K +2,783 New
B
3004
Birchbrook
Maine
$138K +$371 +8 +0.3%
TFGT
3005
TS Financial Group (TSFG)
Illinois
$136K +$7.97K +172 +7%
AT
3006
Avalon Trust
New Mexico
$134K +$23.2K +500 +23%
MCA
3007
McGuire Capital Advisors
Oklahoma
$134K -$16.5K -355 -12%
PWA
3008
Physician Wealth Advisors
Utah
$133K +$13.1K +283 +12%
SPF
3009
South Plains Financial
Texas
$132K -$6.35K -137 -5%
WAG
3010
Wilkerson Advisory Group
Missouri
$130K +$56.8K +1,226 +89%
EWM
3011
Evermay Wealth Management
Virginia
$129K -$122K -2,642 -51%
IUHSA
3012
Itau Unibanco Holding S.A.
Brazil
$126K +$116K +2,509 New
RS
3013
Rakuten Securities
Japan
$126K -$429K -9,258 -79%
1CP
3014
1015 Capital Partners
Pennsylvania
$123K +$1.62K +35 +1%
MAM
3015
Marquette Asset Management
Minnesota
$118K -$72K -1,553 -40%
WAU
3016
Wellington-Altus USA
Manitoba, Canada
$116K +$6.77K +146 +6%
WBC
3017
West Branch Capital
Massachusetts
$115K +$5.24K +113 +5%
RTC
3018
Riverview Trust Company
Washington
$115K -$3.75K -81 -3%
TTIC
3019
Tower Trust & Investment Company
Iowa
$114K +$4.91K +106 +5%
TLFA
3020
True Link Financial Advisors
California
$114K +$105K +2,261 New
MLA
3021
MB, Levis & Associates
Pennsylvania
$113K +$14.9K +322 +17%
WOSD
3022
WFA of San Diego
California
$112K -$121K -2,617 -54%
FGAM
3023
Financial Gravity Asset Management
Texas
$111K +$74.2K +1,602 +261%
PG
3024
Proffitt & Goodson
Tennessee
$111K -$5.33K -115 -5%
CIAS
3025
CBIZ Investment Advisory Services
Ohio
$110K -$2.64K -57 -3%