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Name Holding Trade Value Shares
Change
Change in
Stake
TL
901
TrueWealth LLC
Georgia
$39K +$38.4K +289 New
BWM
902
Baystate Wealth Management
Massachusetts
$37K +$10.9K +82 +75%
GT
903
Greenleaf Trust
Michigan
$36K -$8.65K -65 -19%
MWM
904
MinichMacGregor Wealth Management
New York
$35K -$532 -4 -2%
CA
905
Crewe Advisors
Utah
$35K +$34.6K +260 New
KA
906
Kaizen Advisory
Illinois
$34K +$33.8K +254 New
FANJ
907
Financial Architects (New Jersey)
New Jersey
$32K
AF
908
Allworth Financial
California
$32K +$26.6K +200 +556%
PCA
909
Providence Capital Advisors
North Carolina
$30K +$29.8K +224 New
FNB
910
Farmers National Bank
Kentucky
$30K +$29.9K +225 New
SPI
911
Santori & Peters Inc
Pennsylvania
$30K +$31.4K +236 New
QCG
912
Quadrant Capital Group
Ohio
$29K
CPIG
913
Chicago Partners Investment Group
Illinois
$28K -$3.86K -29 -12%
OFW
914
Omnia Family Wealth
Florida
$28K
FCB
915
First Command Bank
Texas
$27K
FCFS
916
First Command Financial Services
Texas
$27K
CA
917
Centerpoint Advisors
Massachusetts
$27K +$26.6K +200 New
FRA
918
Front Row Advisors
California
$25K +$24.6K +185 New
TG
919
TLP Group
Illinois
$23K -$287K -2,154 -92%
FIB
920
First Interstate Bank
Montana
$21K
WPA
921
West Paces Advisors
Georgia
$20.9K
CI Investments Inc
922
CI Investments Inc
Ontario, Canada
$20K +$19.4K +146 New
ANBT
923
American National Bank & Trust
Texas
$19K
ADL
924
Asset Dedication LLC
California
$18K
TFO
925
Tarbox Family Office
California
$18K