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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1501
Trek Financial
Arizona
$703K -$19.1K -446 -3%
HB
1502
HTLF Bank
Colorado
$703K +$687K +16,031 New
CA
1503
Claro Advisors
Massachusetts
$702K -$46.8K -1,093 -6%
AFG
1504
Atomi Financial Group
New York
$700K +$684K +15,963 New
CWS
1505
Cypress Wealth Services
California
$699K +$35.4K +826 +5%
TFA
1506
Tranquilli Financial Advisor
New Jersey
$699K +$62.9K +1,468 +10%
LA
1507
Lifeworks Advisors
Michigan
$697K -$40K -933 -6%
IBOK
1508
Independence Bank of Kentucky
Kentucky
$695K -$53.5K -1,248 -7%
BCA
1509
Bay Colony Advisors
Massachusetts
$692K -$46.5K -1,085 -6%
FTWA
1510
Fifth Third Wealth Advisors
Ohio
$691K -$205K -4,773 -23%
IF
1511
Ironwood Financial
Arizona
$691K +$13.3K +311 +2%
JLBC
1512
J.L. Bainbridge & Co
Florida
$688K -$16.3M -379,957 -96%
CANC
1513
Culbertson A N & Co
Virginia
$688K +$214 +5 +0%
GC
1514
Gilbert & Cook
Iowa
$685K +$62.5K +1,459 +10%
RMC
1515
Resources Management Corp
Connecticut
$684K +$4.29K +100 +0.6%
UAML
1516
US Asset Management LLC
Pennsylvania
$680K +$665K +15,506 New
WCM
1517
Windsor Capital Management
Arizona
$680K +$257 +6 +0%
PIM
1518
Provident Investment Management
Michigan
$675K +$42.9K +1,000 +7%
A
1519
AlphaQuest
New York
$671K +$655K +15,291 New
PAMG
1520
Patton Albertson Miller Group
Tennessee
$670K -$68.4K -1,595 -9%
FWM
1521
Forza Wealth Management
Florida
$668K
SW
1522
SlateStone Wealth
Florida
$666K +$19.4K +452 +3%
JIP
1523
Jaffetilchin Investment Partners
Florida
$666K -$294K -6,853 -31%
WFI
1524
West Family Investments
California
$663K -$8.14K -190 -1%
FFA
1525
Founders Financial Alliance
North Carolina
$662K -$93.6K -2,184 -13%