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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2051
Roble Belko & Company
Pennsylvania
$61K -$52.8K -250 -45%
CH
2052
Canton Hathaway
Rhode Island
$61K – – –
DTIM
2053
Danda Trouve Investment Management
Kansas
$61K – – –
MIM
2054
Macroview Investment Management
Maryland
$61K – – –
CWP
2055
Concord Wealth Partners
Virginia
$61K +$20.7K +98 +48%
TFS
2056
TrustCore Financial Services
Tennessee
$60K -$118K -558 -65%
RCG
2057
Rock Creek Group
District of Columbia
$60K +$11.4K +54 +22%
BA
2058
Bivin & Associates
Oklahoma
$60K +$62.7K +297 New
FP
2059
Financial Perspectives
Minnesota
$57.1K -$48.8K -231 -45%
CWC
2060
Carolinas Wealth Consulting
North Carolina
$57K -$11.6K -55 -16%
IHWM
2061
Iron Horse Wealth Management
Iowa
$57K +$2.54K +12 +4%
WWM
2062
Wolff Wiese Magana
California
$56K -$28.9K -137 -33%
HFM
2063
Harvest Fund Management
China
$56K +$38.7K +183 +195%
EWA
2064
EverSource Wealth Advisors
Alabama
$56K +$57.9K +274 New
EWM
2065
Endurance Wealth Management
Rhode Island
$55K -$52.8K -250 -48%
SCA
2066
Stuart Chaussee & Associates
California
$54K – – –
LFA
2067
Level Financial Advisors
New York
$53K +$55.8K +264 New
SC
2068
Steph & Co
Wisconsin
$52K +$6.55K +31 +14%
AssetMark Inc
2069
AssetMark Inc
California
$52K +$10.6K +50 +24%
BDS
2070
Banco de Sabadell
Florida
$51K – – –
SMFG
2071
Sumitomo Mitsui Financial Group
Japan
$51K +$52.8K +250 New
TAM
2072
Tucker Asset Management
Colorado
$50.1K +$4.23K +20 +9%
VCM
2073
Vigilant Capital Management
Maine
$50K -$9.09K -43 -15%
JEST
2074
JTC Employer Solutions Trustee
Jersey
$50K – – –
TCCM
2075
Timber Creek Capital Management
Massachusetts
$50K – – –