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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
926
Toth Financial Advisory
Virginia
$45K
AF
927
Arrow Financial
New York
$44K +$49K +170 New
CFO
928
CVA Family Office
Colorado
$43K -$101K -350 -64%
AW
929
Avion Wealth
Texas
$39K
BC
930
Burleson & Co
California
$39K
EIP
931
Ellis Investment Partners
Pennsylvania
$36K
ADL
932
Asset Dedication LLC
California
$36K +$15.6K +54 +60%
LWM
933
Liberty Wealth Management
California
$35K +$28.2K +98 +258%
CWP
934
Concord Wealth Partners
Virginia
$34K -$93.6K -325 -71%
FQ
935
First Quadrant
California
$34K +$38K +132 New
ST
936
Smithfield Trust
Pennsylvania
$33K
PFBT
937
Parkside Financial Bank & Trust
Missouri
$31K +$22.2K +77 +183%
BWM
938
BerganKDV Wealth Management
Minnesota
$30K
GWS
939
Glassman Wealth Services
Virginia
$29K +$1.44K +5 +5%
HPC
940
HM Payson & Co
Maine
$28K
NC
941
NewSquare Capital
Pennsylvania
$28K
SFPG
942
Stonebridge Financial Planning Group
Florida
$28K
Bessemer Group
943
Bessemer Group
New Jersey
$28K +$31.1K +108 New
AAP
944
Arax Advisory Partners
Colorado
$27K -$145K -504 -83%
CWA
945
Clearview Wealth Advisors
Oregon
$27K -$13.5K -47 -31%
WWMSC
946
Wagner Wealth Management (South Carolina)
South Carolina
$27K +$28.2K +98 New
FWM
947
Focused Wealth Management
New York
$27K +$29.7K +103 New
AF
948
Advisornet Financial
Minnesota
$26K -$96.2K -334 -77%
BC
949
Bartlett & Co
Ohio
$26K
CFN
950
Cordasco Financial Network
Florida
$26K