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Name Holding Trade Value Shares
Change
Change in
Stake
CH
1226
Cromwell Holdings
Wyoming
$159K – – –
SSG
1227
Summit Securities Group
New York
$157K +$40.6K +119 +34%
FA
1228
Fountainhead AM
New Jersey
$154K +$155K +455 New
LI
1229
Louisbourg Investments
New Brunswick, Canada
$145K +$120K +352 +451%
TM
1230
Torren Management
California
$145K +$146K +429 New
UFF
1231
USA Financial Formulas
Michigan
$144K -$500K -1,466 -77%
DCM
1232
Dorato Capital Management
Colorado
$142K +$139K +407 New
WTC
1233
WhitTier Trust Company
Nevada
$138K – – –
UCB
1234
United Community Bank
South Carolina
$137K -$234K -686 -63%
CT
1235
Colonial Trust
South Carolina
$136K -$8.86K -26 -6%
CG
1236
Curat Global
New Hampshire
$135K – – –
TC
1237
Truvestments Capital
Florida
$135K – – –
RFP
1238
Root Financial Partners
California
$126K +$25.2K +74 +25%
OP
1239
ORG Partners
Indiana
$124K +$36.8K +108 +42%
MCM
1240
MV Capital Management
Maryland
$122K +$341 +1 +0.3%
AAG
1241
Armstrong Advisory Group
Massachusetts
$121K – – –
ADL
1242
Asset Dedication LLC
California
$119K – – –
EWM
1243
Evermay Wealth Management
Virginia
$118K – – –
AUB
1244
Atlantic Union Bankshares
Virginia
$115K – – –
JFA
1245
JNBA Financial Advisors
Minnesota
$114K +$1.7K +5 +1%
DSC
1246
Daytona Street Capital
Missouri
$112K +$13.6M +40,000 New
SWA
1247
SOA Wealth Advisors
New York
$110K – – –
GWM
1248
Greenline Wealth Management
Florida
$109K +$110K +323 New
APW
1249
Acima Private Wealth
Virginia
$107K – – –
PWAM
1250
Private Wealth Asset Management
Iowa
$106K – – –