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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1726
Simon Quick Advisors
New Jersey
$52K +$1.8K +27 +4%
TC
1727
Trust Company
Kansas
$51K – – –
CDIA
1728
Capital Directions Investment Advisors
Georgia
$51K +$50.8K +762 New
LFG
1729
Larson Financial Group
Missouri
$50K -$6.61K -99 -12%
PO
1730
Private Ocean
California
$50K -$1.8K -27 -4%
FWM
1731
Filbrandt Wealth Management
Wisconsin
$50K – – –
EWA
1732
Evolution Wealth Advisors
Florida
$50K +$17.4K +261 +54%
ONST
1733
Old North State Trust
North Carolina
$49K -$1.53K -23 -3%
TAIM
1734
TD Ameritrade Investment Management
Nebraska
$49K +$10.4K +156 +27%
HI
1735
Hoey Investments
Pennsylvania
$48K -$69.6K -1,043 -59%
LF
1736
Lee Financial
Texas
$48K -$7.67K -115 -14%
DMK
1737
David M. Knott
$47K – – –
RFWA
1738
RPg Family Wealth Advisory
Massachusetts
$41.6K +$41.4K +620 New
LWP
1739
Lumature Wealth Partners
Georgia
$41K – – –
PA
1740
Perennial Advisors
New York
$41K – – –
ACA
1741
Atlas Capital Advisors
Wyoming
$40.4K – – –
PCTC
1742
Perkins Coie Trust Company
Washington
$40K – – –
GWSG
1743
GPS Wealth Strategies Group
Colorado
$39K -$52.7K -790 -58%
TFO
1744
Tarbox Family Office
California
$39K +$400 +6 +1%
FI
1745
Financial Insights
Washington
$38.5K +$38.2K +573 New
CMA
1746
Cedar Mountain Advisors
Oregon
$38K +$67 +1 +0.2%
TC
1747
Truvestments Capital
Florida
$38K +$20.1K +301 +112%
LAM
1748
Lountzis Asset Management
Pennsylvania
$36K – – –
HF
1749
Halpern Financial
Virginia
$34.5K -$867 -13 -2%
FA
1750
Fortis Advisors
Pennsylvania
$34K – – –