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Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
1251
Joseph P. Lucia & Associates
New York
$53K +$55K +833 New
CYG
1252
Clean Yield Group
Vermont
$51K +$53.8K +815 New
CAM
1253
Close Asset Management
United Kingdom
$50K -$6.6K -100 -11%
TH
1254
TCTC Holdings
Texas
$49K -$24.4K -369 -32%
RCG
1255
Rock Creek Group
District of Columbia
$48K -$110K -1,664 -69%
RBC
1256
Roble Belko & Company
Pennsylvania
$48K
RDFA
1257
Ritter Daniher Financial Advisory
Ohio
$48K +$48.9K +740 +5,692%
HWMA
1258
Heritage Wealth Management (Arizona)
Arizona
$46K -$13.3K -202 -22%
RFA
1259
Reilly Financial Advisors
California
$46K +$47.9K +726 New
GWSG
1260
GPS Wealth Strategies Group
Colorado
$45K -$330 -5 -0.7%
FHC
1261
First Horizon Corporation
Tennessee
$45K
PO
1262
Private Ocean
California
$45K
SFFS
1263
Stonehage Fleming Financial Services
Jersey
$44K
GWS
1264
Glassman Wealth Services
Virginia
$44K +$1.19K +18 +3%
FP
1265
Financial Perspectives
Minnesota
$43.8K
PGAM
1266
Princeton Global Asset Management
New Jersey
$42K -$19.8K -300 -31%
SGAM
1267
Smith Group Asset Management
Texas
$42K +$19.5K +295 +80%
AWM
1268
Avior Wealth Management
Nebraska
$41K -$330K -4,996 -88%
MA
1269
Montag & Associates
Georgia
$41K -$19.8K -300 -32%
LJHT
1270
Laurie J. Hall Trustee
$41K
SFP
1271
Sterling Financial Planning
New Jersey
$41K
BAM
1272
Baldrige Asset Management
Pennsylvania
$41K +$43.2K +654 New
IFAM
1273
Institutional & Family Asset Management
Colorado
$40K
LWP
1274
Lumature Wealth Partners
Georgia
$39K +$15.1K +228 +60%
JWA
1275
JFS Wealth Advisors
Pennsylvania
$38K