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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1676
Trust Company
Kansas
$68K – – –
SIS
1677
Sound Income Strategies
Florida
$65K +$17.3K +113 +27%
SFO
1678
Standard Family Office
South Dakota
$64K +$80.7K +526 New
CT
1679
Colonial Trust
South Carolina
$62K +$78.7K +513 New
CAL
1680
Capital Advisors Ltd
Ohio
$61K +$460 +3 +0.6%
ZB
1681
Zions Bancorporation
Utah
$61K +$7.21K +47 +10%
TFGT
1682
TS Financial Group (TSFG)
Illinois
$61K +$7.67K +50 +11%
DWA
1683
Dougherty Wealth Advisers
Minnesota
$60K – – –
BDS
1684
Banco de Sabadell
Florida
$59K – – –
CAM
1685
Costello Asset Management
Pennsylvania
$59K – – –
FMTCOCP
1686
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K -$10.4K -68 -12%
TC
1687
Truvestments Capital
Florida
$57K -$26.1K -170 -27%
HS
1688
Horan Securities
United States
$56K -$4.29K -28 -6%
OA
1689
Operose Advisors
Wisconsin
$56K – – –
PB
1690
Pinnacle Bancorp
Nebraska
$56K – – –
OLVIG
1691
Oliver Lagore Vanvalin Investment Group
Michigan
$53K -$1.53K -10 -2%
WFA
1692
West Financial Advisors
Iowa
$52K +$35.7K +233 +117%
BG
1693
Bollard Group
Massachusetts
$51K -$4.42M -28,800 -99%
SCA
1694
Sander Capital Advisors
Washington
$51K +$12.4K +81 +24%
TFP
1695
Tilia Fiduciary Partners
North Carolina
$50K +$4.75K +31 +9%
BWM
1696
Baystate Wealth Management
Massachusetts
$49K – – –
CWM
1697
Castle Wealth Management
Florida
$48K -$38.5K -251 -39%
SA
1698
SRH Advisors
Kansas
$48K – – –
WAS
1699
Winch Advisory Services
Wisconsin
$46K -$3.83K -25 -6%
KFS
1700
Kelly Financial Services
Massachusetts
$45.9K – – –