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Name Holding Trade Value Shares
Change
Change in
Stake
LS
1801
Livforsakringsbolaget Skandia
Sweden
$134K
UCB
1802
United Community Bank
South Carolina
$130K +$7.55K +35 +6%
OBWP
1803
O'Brien Wealth Partners
Massachusetts
$129K -$1.51K -7 -1%
BWL
1804
Bogart Wealth LLC
Virginia
$127K +$51.7K +240 +71%
RFA
1805
Register Financial Advisors
Georgia
$122K +$86.5K +401 +257%
TWM
1806
Tradition Wealth Management
Minnesota
$120K +$4.53K +21 +4%
RTC
1807
Riverview Trust Company
Washington
$119K -$124K -575 -52%
CWM
1808
Cranbrook Wealth Management
Michigan
$117K
PPC
1809
Park Place Capital
Alabama
$117K
ORAM
1810
One River Asset Management
Connecticut
$115K +$115K +535 New
TLA
1811
Tanglewood Legacy Advisors
Texas
$115K
SIC
1812
SJS Investment Consulting
Ohio
$111K +$2.16K +10 +2%
AA
1813
Addison Advisors
Vermont
$108K
Credit Agricole
1814
Credit Agricole
France
$108K +$36.4K +169 +52%
IFS
1815
Intelligent Financial Strategies
Minnesota
$107K -$31K -144 -23%
TSWM
1816
Tyler-Stone Wealth Management
Ohio
$107K +$105K +486 New
CFD
1817
Creative Financial Designs
Indiana
$107K
GPI
1818
General Partner Inc
Pennsylvania
$104K
CSC
1819
Caldwell Sutter Capital
California
$104K +$102K +475 New
TIM
1820
Tortoise Investment Management
New York
$104K
PO
1821
Private Ocean
California
$103K +$86.2K +400 +588%
CUAMC
1822
China Universal Asset Management Company
China
$103K +$73.5K +341 +273%
JFA
1823
JNBA Financial Advisors
Minnesota
$103K -$1.08K -5 -1%
CTWM
1824
Cherry Tree Wealth Management
Minnesota
$102K +$100K +466 New
JWM
1825
Janiczek Wealth Management
Colorado
$99.8K -$2.59K -12 -3%