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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1451
Crewe Advisors
Utah
$130K +$5.55K +26 +5%
RE
1452
RBC Europe
United Kingdom
$126K – – –
MCC
1453
Money Concepts Capital
Florida
$124K -$535K -2,507 -82%
BWM
1454
BerganKDV Wealth Management
Minnesota
$116K – – –
TPCW
1455
TD Private Client Wealth
New York
$114K -$78.3K -367 -42%
GITFIT
1456
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$113K -$21.3K -100 -17%
M
1457
MOTCO
Texas
$109K – – –
NIM
1458
NuWave Investment Management
New Jersey
$109K +$103K +481 New
GEA
1459
Glen Eagle Advisors
New Jersey
$109K +$6.4K +30 +7%
TCWM
1460
Total Clarity Wealth Management
Illinois
$108K +$102K +476 New
NEAM
1461
New England Asset Management
Connecticut
$106K +$99.7K +467 New
LCM
1462
Logan Capital Management
Pennsylvania
$103K – – –
VCM
1463
Versant Capital Management
Arizona
$103K +$427 +2 +0.4%
HWA
1464
HHM Wealth Advisors
Tennessee
$101K -$21.3K -100 -18%
PP
1465
PFS Partners
New Jersey
$99.8K – – –
JFGIW
1466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$99K – – –
GWSG
1467
GPS Wealth Strategies Group
Colorado
$98K -$1.28K -6 -1%
ME
1468
McIlrath & Eck
Washington
$97K -$7.25K -34 -7%
MA
1469
Montag & Associates
Georgia
$96K +$213 +1 +0.2%
HFS
1470
Heritage Financial Services
Massachusetts
$95K +$90.1K +422 New
TSWM
1471
Tyler-Stone Wealth Management
Ohio
$94K +$854 +4 +1%
FM
1472
Freemont Management
Switzerland
$92K – – –
ODG
1473
O'Dell Group
Ohio
$89K – – –
EBA
1474
Eagle Bay Advisors
New York
$88.9K +$83.7K +392 New
PB
1475
Pinnacle Bancorp
Nebraska
$88K – – –