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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
851
Raffa Wealth Management
District of Columbia
$48.8K +$1.43K +26 +3%
CT
852
Caldwell Trust
Florida
$48.7K – – –
JCM
853
Jacobi Capital Management
Pennsylvania
$46K -$55.1K -1,000 -53%
TCM
854
Tradewinds Capital Management
Washington
$46K -$16.5K -299 -25%
ZB
855
Zions Bancorporation
Utah
$46K – – –
LC
856
Lindbrook Capital
California
$46K +$771 +14 +2%
FFA
857
Founders Financial Alliance
North Carolina
$46K +$48.4K +878 New
AWM
858
AllSquare Wealth Management
New York
$45K – – –
PFBT
859
Parkside Financial Bank & Trust
Missouri
$45K +$1.82K +33 +4%
RWG
860
Regal Wealth Group
California
$44K +$165 +3 +0.4%
WLPWM
861
Walled Lake Planning & Wealth Management
Illinois
$43K +$110 +2 +0.2%
EP
862
Eudaimonia Partners
Tennessee
$43K +$23.5K +426 +107%
PK
863
Pflug Koory
Nebraska
$42K – – –
MA
864
MCF Advisors
Kentucky
$41K – – –
CI
865
CX Institutional
Indiana
$40K +$5.84K +106 +16%
LWM
866
Liberty Wealth Management
California
$39K -$2.53K -46 -6%
GRP
867
Global Retirement Partners
California
$39K +$32.4K +589 +393%
GAM
868
Gemmer Asset Management
California
$38K – – –
CHAM
869
Clear Harbor Asset Management
Connecticut
$36.5K +$38.6K +700 New
AWA
870
Arkadios Wealth Advisors
Georgia
$36.1K +$4.63K +84 +15%
GWS
871
Glassman Wealth Services
Virginia
$36K -$1.43K -26 -4%
FMB
872
Field & Main Bank
Kentucky
$36K – – –
MWC
873
MBM Wealth Consultants
Missouri
$36K – – –
AIC
874
Archer Investment Corporation
Indiana
$35.5K – – –
OC
875
Oakworth Capital
Alabama
$35K -$1.71K -31 -4%
33 34
35
36 37