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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1376
Concorde Financial
Texas
$17K +$16.6K +292 New
TF
1377
TimeScale Financial
Massachusetts
$16K -$4.5K -79 -22%
AFG
1378
Albion Financial Group
Utah
$16K – – –
DSC
1379
Duncker Streett & Co
Missouri
$16K – – –
TCCM
1380
Timber Creek Capital Management
Massachusetts
$16K – – –
CA
1381
Crewe Advisors
Utah
$16K +$16.2K +284 New
RK
1382
Rather & Kittrell
Tennessee
$16K +$16.4K +288 New
NFSG
1383
Newbridge Financial Services Group
Florida
$15K -$17K -299 -53%
NC
1384
NewSquare Capital
Pennsylvania
$15K -$4.28K -75 -22%
FCB
1385
First Command Bank
Texas
$15K – – –
SAM
1386
Strategic Asset Management
Minnesota
$15K +$14.9K +262 New
WFA
1387
West Financial Advisors
Iowa
$14K – – –
WPWM
1388
Western Pacific Wealth Management
Illinois
$14K +$14.1K +248 New
HWM
1389
Holloway Wealth Management
Florida
$13K – – –
RG
1390
Retirement Group
California
$13K – – –
TFA
1391
Toth Financial Advisory
Virginia
$13K – – –
GC
1392
Gould Capital
Washington
$13K +$12.6K +221 New
KOCAA
1393
Knights of Columbus Asset Advisors
Connecticut
$13K +$13.4K +235 New
JEST
1394
JTC Employer Solutions Trustee
Jersey
$12K – – –
BWP
1395
Baldwin Wealth Partners
Massachusetts
$12K +$3.65K +64 +43%
SPA
1396
Shore Point Advisors
New Jersey
$12K +$11.6K +204 New
TCM
1397
Tradewinds Capital Management
Washington
$11K -$3.42K -60 -24%
PP
1398
Pacifica Partners
Canada
$11K – – –
SFG
1399
Sage Financial Group
Pennsylvania
$11K – – –
KFAA
1400
Klaas Financial Asset Advisors
Illinois
$11K +$171 +3 +2%