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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1426
RBA Wealth Management
California
$162K +$147K +571 New
PWM
1427
Prentice Wealth Management
New York
$162K +$147K +569 New
RE
1428
RBC Europe
United Kingdom
$161K – – –
RFA
1429
Reilly Financial Advisors
California
$160K – – –
AI
1430
ArchPoint Investors
Florida
$142K – – –
HCM
1431
Highlander Capital Management
New Jersey
$142K – – –
LC
1432
Lindbrook Capital
California
$140K +$7.73K +30 +6%
FFA
1433
Freedman Financial Associates
Massachusetts
$139K – – –
FWM
1434
Focused Wealth Management
New York
$135K +$122K +475 New
EP
1435
Eudaimonia Partners
Tennessee
$131K +$23.7K +92 +25%
LCM
1436
Logan Capital Management
Pennsylvania
$129K +$117K +455 New
SN
1437
Sittner & Nelson
Oregon
$128K +$17.5K +68 +18%
JFGIW
1438
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K -$258 -1 -0.2%
CBT
1439
CoreFirst Bank & Trust
Kansas
$124K +$106K +410 +1,640%
GWSG
1440
GPS Wealth Strategies Group
Colorado
$122K +$111K +431 New
CWA
1441
Clearview Wealth Advisors
Oregon
$121K -$5.15K -20 -4%
PB
1442
Pinnacle Bancorp
Nebraska
$121K – – –
TF
1443
Tompkins Financial
New York
$119K – – –
ME
1444
McIlrath & Eck
Washington
$118K +$10.6K +41 +11%
DWA
1445
Dougherty Wealth Advisers
Minnesota
$116K – – –
TF
1446
TimeScale Financial
Massachusetts
$116K +$6.44K +25 +7%
SBSB
1447
Sullivan, Bruyette, Speros & Blaney
Virginia
$116K +$105K +409 New
MWM
1448
Mascoma Wealth Management
New Hampshire
$115K +$104K +405 New
ZB
1449
Zions Bancorporation
Utah
$114K +$33K +128 +47%
CWC
1450
Carolinas Wealth Consulting
North Carolina
$113K – – –