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Name Holding Trade Value Shares
Change
Change in
Stake
BC
826
Bartlett & Co
Ohio
$68K -$14.9K -105 -19%
JA
827
JOYN Advisors
Georgia
$68K – – –
BCWM
828
Bartlett & Co Wealth Management
Ohio
$68K -$14.9K -105 -19%
MRCM
829
M&R Capital Management
New Jersey
$67K – – –
TFA
830
Transamerica Financial Advisors
Florida
$66K +$8.67K +61 +16%
TCM
831
Tradewinds Capital Management
Washington
$64K – – –
TC
832
Truvestments Capital
Florida
$63K +$59.5K +419 New
AOWM
833
Alpha Omega Wealth Management
Virginia
$62K – – –
BBA
834
Braun-Bostich & Associates
Pennsylvania
$62K – – –
JFA
835
JNBA Financial Advisors
Minnesota
$62K +$51.1K +360 +720%
FWM
836
Focused Wealth Management
New York
$61K – – –
LFA
837
Legacy Financial Advisors
Kentucky
$60K – – –
DAM
838
Delta Asset Management
Tennessee
$57K – – –
FFC
839
First Financial Corp
Indiana
$56K – – –
GLI
840
Guardian Life Insurance
New York
$54K – – –
MPWT
841
MassMutual Private Wealth & Trust
Connecticut
$53.1K +$22.7K +160 +83%
TFO
842
Tarbox Family Office
California
$53K – – –
SLF
843
Sun Life Financial
Ontario, Canada
$53K +$284 +2 +0.6%
TF
844
Tompkins Financial
New York
$52K – – –
FGAM
845
Financial Gravity Asset Management
Texas
$51K -$6.96K -49 -13%
MSA
846
Marino Stram & Associates
Massachusetts
$51K – – –
MWPCG
847
Measured Wealth Private Client Group
New Hampshire
$50K +$47K +331 New
AIM
848
Advantage Investment Management
Iowa
$48K -$21.3K -150 -32%
TVWM
849
Tower View Wealth Management
Wisconsin
$48K +$426 +3 +0.9%
KA
850
Kaizen Advisory
Illinois
$45K – – –