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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1301
Transamerica Financial Advisors
Florida
$111K -$5.32K -32 -5%
FCA
1302
FinTrust Capital Advisors
South Carolina
$109K -$53.5K -322 -34%
BWM
1303
BerganKDV Wealth Management
Minnesota
$106K +$9.47K +57 +10%
MIFH
1304
Migdal Insurance & Financial Holdings
Israel
$104K -$4.82K -29 -5%
FCT
1305
First Community Trust
Iowa
$104K +$99.7K +600 New
BDWCC
1306
B&D White Capital Company
Texas
$104K -$848K -5,100 -89%
PWS
1307
Paragon Wealth Strategies
Florida
$104K +$99.7K +600 New
CA
1308
Corrado Advisors
New Jersey
$103K +$98.9K +595 New
IAS
1309
IMA Advisory Services
Colorado
$102K -$18.3K -110 -16%
RWMH
1310
Riverpoint Wealth Management Holdings
Illinois
$100K +$96.1K +578 New
VWM
1311
Valley Wealth Managers
New Jersey
$98.7K -$54K -325 -36%
CMF
1312
Counterpoint Mutual Funds
California
$98.6K +$94.6K +569 New
ST
1313
Smithfield Trust
Pennsylvania
$98K -$1.33K -8 -1%
BTI
1314
Blue Trust Inc
Georgia
$94K +$69.8K +420 +203%
ANBT
1315
American National Bank & Trust
Texas
$92K +$20.8K +125 +31%
WIM
1316
Westside Investment Management
California
$87.7K -$55.5K -334 -5%
CM
1317
Caption Management
Oklahoma
$86.6K +$32.6K +196 +64%
BCMLT
1318
Beacon Capital Management LLC (Tennessee)
Tennessee
$81.8K +$18.1K +109 +30%
CA
1319
Crewe Advisors
Utah
$81.1K -$14.3K -86 -16%
CT
1320
Cambridge Trust
Massachusetts
$81K -$49.9K -300 -39%
CT
1321
Caldwell Trust
Florida
$80.5K -$22.4K -135 -23%
LCM
1322
Logan Capital Management
Pennsylvania
$78.8K – – –
GEA
1323
Glen Eagle Advisors
New Jersey
$77.7K – – –
PP
1324
PFS Partners
New Jersey
$76.2K – – –
OC
1325
Oakworth Capital
Alabama
$74.8K -$67.5K -406 -48%