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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
3051
Lodestone Wealth Management
Washington
$88.9K +$93 +2 +0.1%
CH
3052
Canton Hathaway
Rhode Island
$88.9K – – –
WWM
3053
Wolff Wiese Magana
California
$88.2K +$5.79K +125 +8%
TC
3054
Tacita Capital
Ontario, Canada
$86.2K – – –
LHEI
3055
Leo H. Evart Inc
California
$85.4K +$78.8K +1,701 New
SIM
3056
Synergy Investment Management
Florida
$84.8K +$78.3K +1,690 New
MNA
3057
Manning & Napier Advisors
New York
$83.6K +$21.1K +455 +38%
LFASL
3058
Lugano Financial Advisors SA (LFA)
Switzerland
$83.6K -$22.2K -479 -22%
C
3059
Covestor
United Kingdom
$82K -$41.9K -904 -36%
GWS
3060
Greykasell Wealth Strategies
California
$81.6K +$18.8K +405 +33%
TFM
3061
TFC Financial Management
Massachusetts
$79.9K +$46 +1 +0.1%
TIM
3062
Thompson Investment Management
Wisconsin
$79.4K -$3.71K -80 -5%
FMP
3063
Financial Management Professionals
Texas
$79.2K +$1.11K +24 +2%
SC
3064
Swan Capital
Florida
$78.4K -$8.99K -194 -11%
FFG
3065
Forum Finance Group
$78K +$92.7K +2,000 New
ACA
3066
American Capital Advisory
Idaho
$78K +$1.02K +22 +1%
KAS
3067
Kemnay Advisory Services
New York
$77.8K +$556 +12 +0.8%
FPF
3068
First Pacific Financial
Washington
$77.7K +$1.34K +29 +2%
LFA
3069
Longview Financial Advisors
Alabama
$76.8K +$70.9K +1,529 New
GTAM
3070
Global Trust Asset Management
Florida
$76.6K – – –
NI
3071
NCP Inc
California
$75.7K -$89K -1,920 -56%
LFA
3072
LGT Financial Advisors
Texas
$75.3K – – –
TGY2IT
3073
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$74.8K +$69.1K +1,491 New
RDFA
3074
Ritter Daniher Financial Advisory
Ohio
$74K +$1.07K +23 +2%
SA
3075
Seneschal Advisors
Washington
$73.1K -$463 -10 -0.7%