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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
626
Private Capital Group
Connecticut
$195K +$1.72K +12 +0.9%
TC
627
Truvestments Capital
Florida
$192K +$194K +1,353 New
TCM
628
Tradewinds Capital Management
Washington
$186K -$10.8K -75 -5%
BWA
629
Burt Wealth Advisors
Maryland
$184K -$7.18K -50 -4%
TSW
630
Thompson Siegel & Walmsley
Virginia
$179K
TFS
631
TrustCore Financial Services
Tennessee
$172K +$25.1K +175 +17%
SBL
632
Sargent Bickham Lagudis
Colorado
$158K -$7.89K -55 -5%
AssetMark Inc
633
AssetMark Inc
California
$155K -$5.46K -38 -3%
EDRH
634
Edmond de Rothschild Holding
Switzerland
$154K
WIA
635
Westbourne Investment Advisors
Maryland
$142K +$144K +1,000 New
WIM
636
Westside Investment Management
California
$139K +$13.8K +96 +11%
LJHT
637
Laurie J. Hall Trustee
$139K
MFW
638
Mosaic Family Wealth
Missouri
$138K -$9.62K -67 -6%
MSFP
639
Mark Sheptoff Financial Planning
Connecticut
$135K
FCT
640
Family Capital Trust
Massachusetts
$128K
OIA
641
OneDigital Investment Advisors
Kansas
$128K +$5.74K +40 +5%
WTB
642
Washington Trust Bank
Washington
$126K -$11.5K -80 -8%
CFGS
643
Concourse Financial Group Securities
Alabama
$121K +$121K +841 New
SNT
644
Security National Trust
West Virginia
$120K
BAM
645
Belpointe Asset Management
Nevada
$114K +$116K +805 New
ANBT
646
American National Bank & Trust
Texas
$113K
CFG
647
Citizens Financial Group
Rhode Island
$110K +$7.18K +50 +7%
JGIA
648
Jackson Grant Investment Advisers
Connecticut
$109K
RCAG
649
Rehmann Capital Advisory Group
Michigan
$108K
CT
650
CPF Texas
Texas
$105K