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Name Holding Trade Value Shares
Change
Change in
Stake
TF
451
TimeScale Financial
Massachusetts
$20K +$831 +37 +5%
CFD
452
Creative Financial Designs
Indiana
$20K +$16.5K +734 New
TF
453
Tompkins Financial
New York
$19K -$944 -42 -6%
CFO
454
CVA Family Office
Colorado
$19K
MMG
455
Monetary Management Group
Missouri
$19K
BCWM
456
Bartlett & Co Wealth Management
Ohio
$18.4K +$7.19K +320 +94%
TFGT
457
TS Financial Group (TSFG)
Illinois
$18K
CA
458
Centerpoint Advisors
Massachusetts
$18K +$5.28K +235 +56%
BC
459
Bartlett & Co
Ohio
$18K +$7.19K +320 +94%
CT
460
Caldwell Trust
Florida
$17.6K
GCM
461
Gables Capital Management
Florida
$17K
TFS
462
TrustCore Financial Services
Tennessee
$16K -$4.74K -211 -27%
SFG
463
Sowa Financial Group
Rhode Island
$16K
HWA
464
Heritage Wealth Advisors
Virginia
$15.7K
GWMIA
465
Global Wealth Management Investment Advisory
Florida
$15K +$854 +38 +7%
PWP
466
Principle Wealth Partners
Connecticut
$15K +$12.2K +541 New
BCA
467
Berman Capital Advisors
Georgia
$14K +$1.42K +63 +14%
KWM
468
Keebeck Wealth Management
Illinois
$14K +$11.3K +505 New
JFGIW
469
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
PFGIA
470
Patriot Financial Group Insurance Agency
Massachusetts
$12K
WT
471
Washington Trust
Rhode Island
$11K -$831 -37 -9%
FCA
472
FinTrust Capital Advisors
South Carolina
$11K
GAM
473
Gemmer Asset Management
California
$11K
OC
474
Oakworth Capital
Alabama
$11K
LC
475
Lindbrook Capital
California
$11K +$539 +24 +6%