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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
826
TruNorth Capital Management
Michigan
$39.5K – – –
LJHT
827
Laurie J. Hall Trustee
$39K -$23.6K -400 -40%
MTIC
828
Missouri Trust & Investment Company
Missouri
$37.5K – – –
HWA
829
Heritage Wealth Advisors
Virginia
$36.9K +$3.54K +60 +12%
NFSG
830
Newbridge Financial Services Group
Florida
$36.2K – – –
FPFS
831
First Personal Financial Services
North Carolina
$34.6K +$1.89K +32 +6%
WI
832
Wintrust Investments
Illinois
$34K -$260K -4,404 -89%
FNWA
833
Financial Network Wealth Advisors
Utah
$33.6K -$2.83K -48 -9%
CPA
834
Clear Point Advisors
New York
$32.9K – – –
T
835
Tidemark
California
$32.9K – – –
FMB
836
Field & Main Bank
Kentucky
$32.9K – – –
VCM
837
Versant Capital Management
Arizona
$32.4K +$6.13K +104 +27%
HWM
838
Hemington Wealth Management
Virginia
$32K +$24.5K +416 New
CT
839
Coastline Trust
Rhode Island
$31.3K +$28.1K +476 New
IHWM
840
Iron Horse Wealth Management
Iowa
$31K +$354 +6 +1%
ADL
841
Asset Dedication LLC
California
$30.3K – – –
LIS
842
Legacy Investment Solutions
Idaho
$29.8K +$23.8K +404 New
LWMI
843
Legacy Wealth Management (Idaho)
Idaho
$29.8K +$23.8K +404 New
CTC
844
Cetera Trust Company
Minnesota
$29.3K +$26.3K +446 New
FMP
845
Financial Management Professionals
Texas
$29K – – –
FFO
846
Fortitude Family Office
Arizona
$29K +$21K +356 +424%
TVWM
847
Tower View Wealth Management
Wisconsin
$27.2K – – –
BCMLT
848
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K +$21.3K +362 +754%
MSFP
849
Mark Sheptoff Financial Planning
Connecticut
$26.3K – – –
BFPW
850
BOK Financial Private Wealth
Colorado
$26.3K +$23.6K +400 New