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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
901
Concord Wealth Partners
Virginia
$35K – – –
TFM
902
TFC Financial Management
Massachusetts
$35K – – –
SWA
903
Sutton Wealth Advisors
Florida
$33.9K +$1.16K +4 +4%
CSB
904
City State Bank
Iowa
$33K – – –
HDIM
905
Hanson & Doremus Investment Management
Vermont
$33K – – –
SC
906
Steph & Co
Wisconsin
$33K +$29.1K +100 New
FFA
907
Fairfield Financial Advisors
Massachusetts
$29.3K +$26.2K +90 New
TFO
908
Tarbox Family Office
California
$28K – – –
Jones Financial Companies
909
Jones Financial Companies
Missouri
$25K -$7.27K -25 -25%
CWC
910
Carolinas Wealth Consulting
North Carolina
$25K – – –
NC
911
NewSquare Capital
Pennsylvania
$24K – – –
JFGIW
912
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K – – –
BWP
913
Baldwin Wealth Partners
Massachusetts
$21K +$4.65K +16 +33%
ANBT
914
American National Bank & Trust
Texas
$21K +$18.3K +63 New
Country Trust Bank
915
Country Trust Bank
Illinois
$20K – – –
PWMG
916
Prestige Wealth Management Group
New Jersey
$20K +$4.36K +15 +33%
FAG
917
Fortitude Advisory Group
Washington
$20K +$17.7K +61 New
Sit Investment Associates
918
Sit Investment Associates
Minnesota
$18K – – –
CYG
919
Clean Yield Group
Vermont
$17K – – –
RDFA
920
Ritter Daniher Financial Advisory
Ohio
$17K +$15.1K +52 New
WAM
921
Worth Asset Management
Texas
$17K +$18K +62 New
Exchange Traded Concepts
922
Exchange Traded Concepts
Oklahoma
$15K -$654K -2,249 -98%
PFGIA
923
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$46.5K -160 -78%
NFSG
924
Newbridge Financial Services Group
Florida
$15K -$26.2K -90 -66%
JWM
925
Janiczek Wealth Management
Colorado
$15K – – –