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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
526
TCI Wealth Advisors
Arizona
$27K
FPB
527
First PREMIER Bank
South Dakota
$26K
MCWS
528
McKinley Carter Wealth Services
West Virginia
$23K +$25.1K +35 New
GAM
529
Gemmer Asset Management
California
$21K
WPA
530
West Paces Advisors
Georgia
$20.1K
TFS
531
TrustCore Financial Services
Tennessee
$20K
GRP
532
Global Retirement Partners
California
$19K +$4.29K +6 +25%
FA
533
Fortis Advisors
Pennsylvania
$19K +$20.8K +29 New
KA
534
Kaizen Advisory
Illinois
$18K
APP
535
Avantax Planning Partners
Iowa
$18K +$20K +28 New
IWM
536
IHT Wealth Management
Illinois
$17K +$2.86K +4 +17%
WB
537
Webster Bank
Connecticut
$16K -$53.7K -75 -75%
MA
538
MUFG Americas
New York
$16K -$17.9K -25 -50%
CHC
539
City Holding Co
West Virginia
$16K
SIS
540
Sound Income Strategies
Florida
$16K
GFP
541
Gryphon Financial Partners
Ohio
$15K -$42.9K -60 -72%
ACS
542
Archford Capital Strategies
Illinois
$15K +$15K +21 New
FC
543
Ferris Capital
Massachusetts
$15K +$16.5K +23 New
IFAM
544
Institutional & Family Asset Management
Colorado
$15K +$16.5K +23 New
ED
545
Exane Derivatives
France
$14.7K
FRA
546
Front Row Advisors
California
$14K
PCG
547
Private Capital Group
Connecticut
$14K
CAW
548
Cornerstone Advisors (Washington)
Washington
$13K
TFO
549
Tarbox Family Office
California
$13K
MOS
550
MGO One Seven
Ohio
$12K