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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
601
TS Financial Group (TSFG)
Illinois
$28K – – –
GCM
602
Gables Capital Management
Florida
$27K – – –
VanEck Associates
603
VanEck Associates
New York
$27K +$24.5K +598 New
GAM
604
Grandview Asset Management
Pennsylvania
$26K +$24.3K +592 New
HWA
605
Heritage Wealth Advisors
Virginia
$25.1K – – –
CFFP
606
Center for Financial Planning
Michigan
$25K – – –
TFS
607
TrustCore Financial Services
Tennessee
$25K – – –
BCA
608
Berman Capital Advisors
Georgia
$25K +$655 +16 +3%
CA
609
Centerpoint Advisors
Massachusetts
$24K – – –
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
BWM
611
Baystate Wealth Management
Massachusetts
$23K +$6.23K +152 +42%
BWL
612
Bogart Wealth LLC
Virginia
$23K +$16.2K +395 +353%
CBT
613
CoreFirst Bank & Trust
Kansas
$22K – – –
BC
614
Bartlett & Co
Ohio
$21K -$5.24K -128 -22%
LC
615
Lindbrook Capital
California
$21K +$2.66K +65 +16%
GWSG
616
GPS Wealth Strategies Group
Colorado
$21K +$19.3K +472 New
BCWM
617
Bartlett & Co Wealth Management
Ohio
$20.5K -$5.24K -128 -22%
PMFA
618
Plante Moran Financial Advisors
Michigan
$20K – – –
OC
619
Oakworth Capital
Alabama
$18K – – –
WT
620
Washington Trust
Rhode Island
$18K – – –
SCA
621
Stonebridge Capital Advisors
Minnesota
$18K +$16.3K +399 New
KFS
622
Kelly Financial Services
Massachusetts
$17.3K – – –
MLFP
623
MPS Loria Financial Planners
Illinois
$17K -$16.6K -404 -50%
LWA
624
Lowe Wealth Advisors
Maryland
$16K – – –
PVH
625
Psagot Value Holdings
Israel
$15K – – –