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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1101
Private Capital Group
Connecticut
$55K -$40.3K -3,526 -44%
TFM
1102
TFC Financial Management
Massachusetts
$55K – – –
BC
1103
Barnett & Company
Tennessee
$53K – – –
HCP
1104
Hexagon Capital Partners
Arkansas
$52K – – –
TF
1105
TimeScale Financial
Massachusetts
$50K – – –
TCWM
1106
Total Clarity Wealth Management
Illinois
$50K +$46.9K +4,100 New
RG
1107
Retirement Group
California
$49K -$56.3K -4,923 -55%
SCM
1108
Silvant Capital Management
Georgia
$49K – – –
CP
1109
Corbenic Partners
Pennsylvania
$48K +$2.29K +200 +5%
ASBI
1110
American State Bank (Iowa)
Iowa
$47.2K – – –
ONST
1111
Old North State Trust
North Carolina
$47K -$1.72K -150 -4%
GWSG
1112
GPS Wealth Strategies Group
Colorado
$46K +$43.1K +3,767 New
KFS
1113
Kelly Financial Services
Massachusetts
$44K – – –
BC
1114
Burleson & Co
California
$44K +$40.8K +3,562 New
DWP
1115
Destiny Wealth Partners
Florida
$42K – – –
KTC
1116
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
NSIM
1117
North Star Investment Management
Illinois
$42K – – –
HF
1118
Halpern Financial
Virginia
$41.6K -$12.6K -1,097 -24%
Loomis, Sayles & Company
1119
Loomis, Sayles & Company
Massachusetts
$41K +$14.5K +1,270 +61%
CHC
1120
City Holding Co
West Virginia
$40K +$572 +50 +2%
JPLA
1121
Joseph P. Lucia & Associates
New York
$39K -$709 -62 -2%
SAM
1122
S.A. Mason
Michigan
$39K +$5.72K +500 +19%
ARMC
1123
American Research & Management Company
Massachusetts
$38K – – –
AI
1124
ArchPoint Investors
Florida
$37K – – –
CAM
1125
Costello Asset Management
Pennsylvania
$37K – – –