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Name Holding Trade Value Shares
Change
Change in
Stake
C
3051
Covestor
United Kingdom
$82K -$41.9K -904 -36%
GWS
3052
Greykasell Wealth Strategies
California
$81.6K +$18.8K +405 +33%
TFM
3053
TFC Financial Management
Massachusetts
$79.9K +$46 +1 +0.1%
TIM
3054
Thompson Investment Management
Wisconsin
$79.4K -$3.71K -80 -5%
FMP
3055
Financial Management Professionals
Texas
$79.2K +$1.11K +24 +2%
SC
3056
Swan Capital
Florida
$78.4K -$8.99K -194 -11%
FFG
3057
Forum Finance Group
$78K +$92.7K +2,000 New
ACA
3058
American Capital Advisory
Idaho
$78K +$1.02K +22 +1%
KAS
3059
Kemnay Advisory Services
New York
$77.8K +$556 +12 +0.8%
FPF
3060
First Pacific Financial
Washington
$77.7K +$1.34K +29 +2%
LFA
3061
Longview Financial Advisors
Alabama
$76.8K +$70.9K +1,529 New
GTAM
3062
Global Trust Asset Management
Florida
$76.6K
NI
3063
NCP Inc
California
$75.7K -$89K -1,920 -56%
LFA
3064
LGT Financial Advisors
Texas
$75.3K
TGY2IT
3065
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$74.8K +$69.1K +1,491 New
RDFA
3066
Ritter Daniher Financial Advisory
Ohio
$74K +$1.07K +23 +2%
SA
3067
Seneschal Advisors
Washington
$73.1K -$463 -10 -0.7%
AW
3068
Avion Wealth
Texas
$73K +$5.65K +122 +9%
AI
3069
AXS Investments
New York
$72.8K -$40.3K -870 -38%
PMFA
3070
Plante Moran Financial Advisors
Michigan
$71.4K -$1.3K -28 -2%
LIA
3071
Luken Investment Analytics
Tennessee
$71K -$1.16K -25 -2%
DCM
3072
Dorato Capital Management
Colorado
$68.3K
IWP
3073
IAG Wealth Partners
Wisconsin
$66.9K -$16K -345 -21%
MPW
3074
MASECO Private Wealth
$66.4K -$5.33K -115 -8%
BA
3075
Ballast Advisors
Minnesota
$65.5K +$60.4K +1,304 New