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Name Holding Trade Value Shares
Change
Change in
Stake
TF
976
Tompkins Financial
New York
$97K -$25.2K -130 -19%
CWP
977
CFM Wealth Partners
Texas
$97K +$107K +550 New
FWM
978
FSA Wealth Management
Massachusetts
$94K – – –
PWMG
979
Prestige Wealth Management Group
New Jersey
$94K +$776 +4 +0.8%
JCM
980
Jacobi Capital Management
Pennsylvania
$92K – – –
IBOK
981
Independence Bank of Kentucky
Kentucky
$91K -$2.33K -12 -2%
MAWCM
982
Mine & Arao Wealth Creation & Management
California
$91K – – –
GWS
983
Glassman Wealth Services
Virginia
$91K +$25K +129 +34%
LC
984
Lindbrook Capital
California
$90K +$11.4K +59 +13%
BWP
985
Baldwin Wealth Partners
Massachusetts
$89K +$37.6K +194 +63%
SFS
986
Sowell Financial Services
Arkansas
$88K -$244K -1,256 -72%
VCM
987
Versant Capital Management
Arizona
$87K -$10.1K -52 -10%
FHA
988
First Horizon Advisors
Tennessee
$86K -$116K -600 -55%
TFO
989
Tarbox Family Office
California
$86K -$1.16K -6 -1%
WAP
990
Wealthcare Advisory Partners
Pennsylvania
$85K -$32.2K -166 -26%
FFC
991
First Financial Corp
Indiana
$84K -$47.7K -246 -34%
IF
992
Ironwood Financial
Arizona
$78K – – –
VCP
993
Verus Capital Partners
Arizona
$75K -$41.7K -215 -34%
HWA
994
HHM Wealth Advisors
Tennessee
$75K +$81.7K +421 New
SMFS
995
Squar Milner Financial Services
California
$74K -$25.6K -132 -24%
WOC
996
West Oak Capital
California
$72K – – –
TI
997
tru Independence
Oregon
$71K – – –
BAM
998
Bellevue Asset Management
Washington
$67K +$11.8K +61 +21%
AIC
999
Ayalon Insurance Company
Israel
$64K – – –
CBT
1000
Central Bank & Trust
Kentucky
$64K – – –