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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
2201
Root Financial Partners
California
$161K -$18.1K -51 -9%
CA
2202
Crewe Advisors
Utah
$161K +$709 +2 +0.4%
TC
2203
Truvestments Capital
Florida
$157K – – –
CRI
2204
Commonwealth Retirement Investments
Virginia
$155K +$173K +488 New
BLC
2205
Brown, Lisle/Cummings
Rhode Island
$153K – – –
GWM
2206
Greenline Wealth Management
Florida
$153K +$170K +480 New
GG
2207
Gleason Group
Kentucky
$153K +$354 +1 +0.2%
VR
2208
Vision Retirement
New Jersey
$152K +$169K +476 New
PWMG
2209
Private Wealth Management Group
New Jersey
$151K -$354 -1 -0.2%
WBC
2210
Westpac Banking Corp
Australia
$149K -$43.9K -124 -21%
BL
2211
BFSG LLC
California
$148K -$1.09M -3,085 -87%
FMP
2212
Financial Management Professionals
Texas
$147K +$124K +349 +312%
SGK
2213
Steigerwald Gordon & Koch
Virginia
$146K +$9.92K +28 +6%
KC
2214
Knuff & Co
California
$145K +$122K +345 +311%
CFG
2215
Clayton Financial Group
Missouri
$144K +$28.4K +80 +22%
EIP
2216
Essential Investment Partners
Colorado
$140K +$156K +440 New
NFSG
2217
Newbridge Financial Services Group
Florida
$139K +$31.2K +88 +25%
WPA
2218
Wealth Preservation Advisors
Tennessee
$139K – – –
JGIA
2219
Jackson Grant Investment Advisers
Connecticut
$139K – – –
KFAS
2220
Keating Financial Advisory Services
Kansas
$138K +$153K +433 New
CYG
2221
Clean Yield Group
Vermont
$135K +$70.9K +200 +90%
FPB
2222
First PREMIER Bank
South Dakota
$131K – – –
PFSC
2223
Peoples Financial Services Corp
Pennsylvania
$131K – – –
SIC
2224
SJS Investment Consulting
Ohio
$129K +$10.6K +30 +8%
USB
2225
Union Savings Bank
Connecticut
$128K +$143K +403 New