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Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
926
TD Private Client Wealth
New York
$36.6K +$26.5K +192 +256%
TFGT
927
TS Financial Group (TSFG)
Illinois
$36K – – –
GC
928
Gould Capital
Washington
$35.5K – – –
GWSG
929
GPS Wealth Strategies Group
Colorado
$35.3K +$276 +2 +0.8%
LFA
930
Level Financial Advisors
New York
$34.3K – – –
KFI
931
Key Financial Inc
Pennsylvania
$31.6K – – –
PB
932
Pinnacle Bancorp
Nebraska
$31.4K – – –
CHA
933
Carmichael Hill & Associates
Maryland
$31.1K – – –
AWM
934
AllSquare Wealth Management
New York
$30.9K – – –
BWP
935
Baldwin Wealth Partners
Massachusetts
$30.9K – – –
VWM
936
Venturi Wealth Management
Texas
$30.4K +$8.7K +63 +40%
MA
937
Montag & Associates
Georgia
$29.9K – – –
SSB
938
Sandy Spring Bank
Maryland
$29.8K +$1.66K +12 +6%
UB
939
UMB Bank
Missouri
$29.5K -$2.35K -17 -7%
TWM
940
Tradition Wealth Management
Minnesota
$29K – – –
RFA
941
Resurgent Financial Advisors
Georgia
$27.6K +$552 +4 +2%
JFA
942
JNBA Financial Advisors
Minnesota
$27.4K – – –
NIC
943
Northwest Investment Counselors
Oregon
$27.4K – – –
OCM
944
Orion Capital Management
California
$27.4K +$27.6K +200 New
PFA
945
Pathway Financial Advisers
Indiana
$27.4K +$27.6K +200 New
BCMLT
946
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.3K – – –
HI
947
Hoey Investments
Pennsylvania
$27.2K -$34.7K -251 -56%
GWMIA
948
Global Wealth Management Investment Advisory
Florida
$27K – – –
SCA
949
Stonebridge Capital Advisors
Minnesota
$26.3K -$82K -594 -76%
BIA
950
Bell Investment Advisors
California
$25.9K +$1.38K +10 +6%
36 37
38
39 40