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Name Holding Trade Value Shares
Change
Change in
Stake
PO
1001
Private Ocean
California
$45.9K – – –
TC
1002
Trust Company
Kansas
$45.9K – – –
TCM
1003
TruNorth Capital Management
Michigan
$45.6K +$44.5K +298 New
GWSG
1004
GPS Wealth Strategies Group
Colorado
$45.2K – – –
HFM
1005
Hartford Financial Management
Connecticut
$45K +$5.67K +38 +15%
BC
1006
Broadwater Capital
Massachusetts
$44.4K – – –
PPC
1007
Park Place Capital
Alabama
$43.8K – – –
SWA
1008
SOA Wealth Advisors
New York
$43.4K +$299 +2 +0.7%
GBT
1009
Grove Bank & Trust
Florida
$43.3K -$5.22K -35 -11%
RTC
1010
Riverview Trust Company
Washington
$42.6K +$41.5K +278 New
BCA
1011
Bray Capital Advisors
Florida
$42.1K – – –
MIA
1012
MeadowBrook Investment Advisors
Michigan
$41K – – –
VNA
1013
Valley National Advisers
Pennsylvania
$40K -$746 -5 -2%
IFS
1014
Intelligent Financial Strategies
Minnesota
$39.2K – – –
TSWM
1015
Tyler-Stone Wealth Management
Ohio
$39.1K – – –
EC
1016
EntryPoint Capital
New York
$38.9K +$37.9K +254 New
KHC
1017
Koesten Hirschmann & Crabtree
Kansas
$38.3K – – –
GFPC
1018
Global Financial Private Client
Florida
$37.9K – – –
NRG
1019
Nemes Rush Group
Michigan
$37.2K -$10.3K -69 -22%
HGERS
1020
Householder Group Estate & Retirement Specialist
Arizona
$35.9K -$14.3K -96 -29%
BWP
1021
Baldwin Wealth Partners
Massachusetts
$34.8K -$20.6K -138 -38%
CTWM
1022
Cherry Tree Wealth Management
Minnesota
$34.1K – – –
CJL
1023
Cyrus J. Lawrence
New York
$34K +$33.6K +225 New
DAM
1024
Delta Asset Management
Tennessee
$34K – – –
SR
1025
Syntax Research
Florida
$33.8K – – –