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Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
1051
Trivant Custom Portfolio Group
California
$76.1K +$71.4K +105 New
GBT
1052
Grove Bank & Trust
Florida
$72.5K +$25.2K +37 +59%
AWM
1053
Ameliora Wealth Management
Switzerland
$72.5K +$68K +100 New
SWA
1054
Sutton Wealth Advisors
Florida
$72.5K +$68K +100 New
FCG
1055
Financial Connections Group
California
$70K – – –
RDFA
1056
Ritter Daniher Financial Advisory
Ohio
$68.9K +$10.2K +15 +19%
BFEC
1057
Benjamin F. Edwards & Company
Missouri
$65K -$22.4K -33 -27%
BAAM
1058
Baker Avenue Asset Management
California
$62.3K -$8.84K -13 -13%
CCA
1059
Column Capital Advisors
Indiana
$58.7K – – –
TIM
1060
Thompson Investment Management
Wisconsin
$58.4K – – –
AFIA
1061
America First Investment Advisors
Nebraska
$56.5K – – –
CWM
1062
Compass Wealth Management
Connecticut
$55.1K -$4.76K -7 -8%
CYG
1063
Clean Yield Group
Vermont
$54.4K – – –
BWL
1064
Bogart Wealth LLC
Virginia
$54.4K +$6.8K +10 +15%
IFAM
1065
Institutional & Family Asset Management
Colorado
$54.4K +$9.52K +14 +23%
GWM
1066
Geneos Wealth Management
Colorado
$53.6K +$19K +28 +61%
BWM
1067
BerganKDV Wealth Management
Minnesota
$50.7K +$3.4K +5 +8%
FFA
1068
Farther Finance Advisors
California
$50.1K -$12.9K -19 -22%
CTWM
1069
Cherry Tree Wealth Management
Minnesota
$50K +$46.9K +69 New
TCOV
1070
Trust Company of Vermont
Vermont
$48.6K – – –
M
1071
MOTCO
Texas
$45.7K +$42.8K +63 New
RG
1072
Retirement Group
California
$44.9K +$27.2K +40 +182%
JAM
1073
JCIC Asset Management
Ontario, Canada
$44.2K – – –
FCA
1074
FinTrust Capital Advisors
South Carolina
$42.1K – – –
PCA
1075
Providence Capital Advisors
North Carolina
$41.3K – – –