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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1226
Tompkins Financial
New York
$37K -$32.3K -172 -48%
GTAM
1227
Global Trust Asset Management
Florida
$37K
SWM
1228
Selective Wealth Management
Virginia
$37K +$17.3K +92 +92%
AFS
1229
Annapolis Financial Services
Maryland
$36K -$24.2K -129 -41%
BWP
1230
Baldwin Wealth Partners
Massachusetts
$34K
DWP
1231
Destiny Wealth Partners
Florida
$33K
AWMS
1232
Advocacy Wealth Management Services
Georgia
$27K
OSNBOA
1233
Old Second National Bank of Aurora
Illinois
$26K -$6.2K -33 -15%
EL
1234
EMFO LLC
Florida
$24K
RIM
1235
Rockbridge Investment Management
New York
$24K
FPWM
1236
FSB Premier Wealth Management
Iowa
$24K +$23.9K +127 New
Loomis, Sayles & Company
1237
Loomis, Sayles & Company
Massachusetts
$23K -$3.01K -16 -12%
TFO
1238
Tarbox Family Office
California
$23K -$188 -1 -0.8%
BWL
1239
Bogart Wealth LLC
Virginia
$23K
CYG
1240
Clean Yield Group
Vermont
$23K
CMBA
1241
C.M. Bidwell & Associates
Hawaii
$23K
TCM
1242
Tradewinds Capital Management
Washington
$23K
AA
1243
Addison Advisors
Vermont
$23K +$22.4K +119 New
DWA
1244
Delos Wealth Advisors
Texas
$23K +$22.5K +120 New
RPCONE
1245
Retirement Planning Company of New England
Rhode Island
$23K +$23.1K +123 New
MHR
1246
Matthew Hamilton Rosenberg
$22K
AWM
1247
Atticus Wealth Management
Florida
$22K +$21.2K +113 New
BIA
1248
Bell Investment Advisors
California
$21K -$2.82K -15 -12%
SWM
1249
Sugarloaf Wealth Management
Georgia
$21K
VIMU
1250
Veritas Investment Management (UK)
United Kingdom
$21K