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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1901
Gleason Group
Kentucky
$106K +$1.13K +11 +1%
GA
1902
GoalVest Advisory
New York
$106K +$85.3K +830 +426%
TFM
1903
TFC Financial Management
Massachusetts
$105K -$40.5K -394 -28%
WB
1904
Webster Bank
Connecticut
$105K -$205 -2 -0.2%
AAP
1905
Arax Advisory Partners
Colorado
$104K -$3.7K -36 -3%
AFIA
1906
America First Investment Advisors
Nebraska
$104K – – –
DF
1907
DecisionPoint Financial
Arizona
$104K – – –
WIM
1908
Westside Investment Management
California
$104K – – –
GEA
1909
Glen Eagle Advisors
New Jersey
$102K +$17.2K +167 +20%
SAG
1910
Spotlight Asset Group
Illinois
$101K +$100K +978 New
BWM
1911
BerganKDV Wealth Management
Minnesota
$100K -$25.9K -252 -21%
HCM
1912
Highlander Capital Management
New Jersey
$100K – – –
PPWM
1913
PFG Private Wealth Management
Florida
$96.5K +$205 +2 +0.2%
UCB
1914
United Community Bank
South Carolina
$96.5K +$17K +165 +22%
CA
1915
Crewe Advisors
Utah
$93.1K -$127K -1,236 -58%
JWA
1916
JFS Wealth Advisors
Pennsylvania
$92.5K +$103 +1 +0.1%
BCMLT
1917
Beacon Capital Management LLC (Tennessee)
Tennessee
$91.2K – – –
MFT
1918
Moisand Fitzgerald Tamayo
Florida
$90.7K – – –
DWMG
1919
DB Wealth Management Group
California
$90.2K – – –
LD
1920
Lipe & Dalton
New York
$90K – – –
AWM
1921
Atticus Wealth Management
Florida
$89.8K +$2.06K +20 +2%
TAIM
1922
TD Ameritrade Investment Management
Nebraska
$89K -$5.86K -57 -6%
LFA
1923
Legend Financial Advisors
Pennsylvania
$88.9K – – –
SCM
1924
Silvant Capital Management
Georgia
$87.7K – – –
CPG
1925
Cornerstone Planning Group
New Jersey
$86.1K +$85.4K +831 New
75 76
77
78 79