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Name Holding Trade Value Shares
Change
Change in
Stake
FP
2176
Fiduciary Planning
Florida
$79K +$92.5K +1,100 New
CCA
2177
Column Capital Advisors
Indiana
$78K -$16.9K -201 -16%
LFG
2178
LifePlan Financial Group
Ohio
$78K – – –
FWM
2179
Focused Wealth Management
New York
$77K -$47.6K -566 -35%
WCMN
2180
Westchester Capital Management (Nebraska)
Nebraska
$76K – – –
MIFH
2181
Migdal Insurance & Financial Holdings
Israel
$74K -$41.5K -493 -32%
EARNEST Partners
2182
EARNEST Partners
Georgia
$73K +$8.91K +106 +12%
RTC
2183
Riverview Trust Company
Washington
$72K -$215K -2,561 -72%
CSC
2184
Cove Street Capital
California
$72K – – –
HFS
2185
Horizon Financial Services
North Carolina
$72K +$84.1K +1,000 New
TFO
2186
Tarbox Family Office
California
$70K -$18.3K -218 -18%
MWA
2187
Moser Wealth Advisors
Washington
$70K – – –
CT
2188
Clearstead Trust
Maine
$68K – – –
MWP
2189
Meridian Wealth Partners
Pennsylvania
$66K -$20.9K -249 -21%
FPFS
2190
First Personal Financial Services
North Carolina
$66K – – –
WB
2191
West Bancorporation
Iowa
$66K – – –
LD
2192
Lipe & Dalton
New York
$64K – – –
FEG
2193
Financial Enhancement Group
Indiana
$63K – – –
TCM
2194
TD Capital Management
Tennessee
$60K – – –
RWG
2195
Regal Wealth Group
California
$58K +$15.6K +185 +30%
MS
2196
Marshall & Sullivan
Washington
$58K +$33.6K +400 +100%
JWBC
2197
John W. Brooker & Co
California
$57K -$66.6K -792 -50%
PP
2198
PrairieView Partners
Minnesota
$57K – – –
MFT
2199
Moisand Fitzgerald Tamayo
Florida
$56K +$50.1K +596 +339%
SFA
2200
Semmax Financial Advisors
North Carolina
$55K – – –