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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1126
JNBA Financial Advisors
Minnesota
$42K
RFA
1127
Reilly Financial Advisors
California
$41K
FHC
1128
First Horizon Corporation
Tennessee
$40K -$7.85K -152 -17%
KFI
1129
Key Financial Inc
Pennsylvania
$39K +$36.3K +703 New
FP
1130
Financial Perspectives
Minnesota
$38.4K +$4.49K +87 +14%
SFFS
1131
Stonehage Fleming Financial Services
Jersey
$38K
IHWM
1132
Iron Horse Wealth Management
Iowa
$38K +$35.1K +679 New
AWM
1133
Avior Wealth Management
Nebraska
$36K -$4.59K -89 -12%
LJHT
1134
Laurie J. Hall Trustee
$36K
SFP
1135
Sterling Financial Planning
New Jersey
$36K +$33.7K +653 New
CFFP
1136
Center for Financial Planning
Michigan
$35K -$12.1K -235 -27%
PO
1137
Private Ocean
California
$35K -$3.3K -64 -9%
GWS
1138
Glassman Wealth Services
Virginia
$35K +$1.08K +21 +3%
PCG
1139
Private Capital Group
Connecticut
$34K -$568 -11 -2%
JWA
1140
JFS Wealth Advisors
Pennsylvania
$33K
LWM
1141
Liberty Wealth Management
California
$33K +$103 +2 +0.3%
APWM
1142
Atlas Private Wealth Management
New York
$32K +$8.83K +171 +42%
VCG
1143
Vantage Consulting Group
Virginia
$32K +$30.1K +584 New
BWM
1144
Birchcreek Wealth Management
Ohio
$32K +$30.7K +594 New
NFSG
1145
Newbridge Financial Services Group
Florida
$31K
FFA
1146
Freedman Financial Associates
Massachusetts
$30K +$27.7K +537 New
JGIA
1147
Jackson Grant Investment Advisers
Connecticut
$29K
COCM
1148
Charter Oak Capital Management
New Hampshire
$29K +$26.8K +519 New
TFIPS
1149
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.5K +$26.5K +513 New
BAM
1150
Bellevue Asset Management
Washington
$28K