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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
976
TFC Financial Management
Massachusetts
$197K +$314 +6 +0.2%
ZB
977
Zions Bancorporation
Utah
$196K -$9.43K -180 -5%
PAG
978
Paladin Advisory Group
Iowa
$195K – – –
BEI
979
Benjamin Edwards Inc
Missouri
$195K +$38.6K +736 +28%
HWA
980
Heritage Wealth Advisors
Virginia
$195K – – –
JWM
981
Janiczek Wealth Management
Colorado
$190K -$1.15K -22 -0.7%
IA
982
IFP Advisors
Florida
$190K -$5.55K -106 -3%
ACA
983
Atlas Capital Advisors
Wyoming
$179K – – –
EWA
984
EverSource Wealth Advisors
Alabama
$177K -$22.4K -428 -13%
RWM
985
Raffa Wealth Management
District of Columbia
$168K +$151K +2,880 +9,000%
HFS
986
Horizon Financial Services
North Carolina
$163K +$148K +2,822 New
PFBT
987
Parkside Financial Bank & Trust
Missouri
$162K +$23.2K +442 +19%
GRP
988
Global Retirement Partners
California
$150K +$26.4K +504 +24%
IWA
989
Icon Wealth Advisors
Texas
$146K -$3.77K -72 -3%
TIM
990
Tortoise Investment Management
New York
$145K +$3.35K +64 +3%
RTC
991
Riverview Trust Company
Washington
$140K +$127K +2,422 New
OA
992
Operose Advisors
Wisconsin
$136K – – –
AIM
993
Acropolis Investment Management
Missouri
$125K – – –
GBT
994
Grove Bank & Trust
Florida
$121K – – –
CCM
995
Chilton Capital Management
Texas
$116K -$26.7K -510 -20%
CUAMC
996
China Universal Asset Management Company
China
$116K – – –
CFO
997
CVA Family Office
Colorado
$112K +$524 +10 +0.5%
SWM
998
Spire Wealth Management
Virginia
$110K +$51K +974 +104%
AWM
999
Avior Wealth Management
Nebraska
$110K +$64.8K +1,236 +186%
RIL
1000
Rothschild Investment LLC
Illinois
$108K +$6.81K +130 +7%
38 39
40
41 42