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Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
1051
BOK Financial Private Wealth
Colorado
$27K +$32K +852 New
CCA
1052
Column Capital Advisors
Indiana
$26K
ODG
1053
O'Dell Group
Ohio
$26K
WT
1054
Washington Trust
Rhode Island
$26K
ME
1055
McIlrath & Eck
Washington
$26K +$13.5K +360 +76%
UWM
1056
Urban Wealth Management
California
$26K +$31.2K +833 New
RTC
1057
Riverview Trust Company
Washington
$25K -$1.01K -27 -3%
Q
1058
QVR
California
$24K -$90.2K -2,404 -76%
CWC
1059
Carolinas Wealth Consulting
North Carolina
$24K -$7.17K -191 -20%
DI
1060
Disciplined Investments
Oklahoma
$24K -$1.69K -45 -6%
CFFP
1061
Center for Financial Planning
Michigan
$24K
FCMT
1062
Founders Capital Management (Texas)
Texas
$24K +$5.78K +154 +25%
CA
1063
Crewe Advisors
Utah
$24K +$28.2K +752 New
TAIM
1064
TD Ameritrade Investment Management
Nebraska
$23K -$20.4K -544 -43%
HPC
1065
HM Payson & Co
Maine
$23K
TWM
1066
Tradition Wealth Management
Minnesota
$23K
EL
1067
EMFO LLC
Florida
$22K -$188K -5,000 -88%
NSIM
1068
North Star Investment Management
Illinois
$22K -$3.75K -100 -13%
FFC
1069
First Financial Corp
Indiana
$22K
JFA
1070
JNBA Financial Advisors
Minnesota
$22K
POIA
1071
Pin Oak Investment Advisors
Texas
$22K
BBPWM
1072
Blue Bell Private Wealth Management
Pennsylvania
$21K
AWM
1073
Activest Wealth Management
Florida
$21K +$4.88K +130 +24%
RCG
1074
Rock Creek Group
District of Columbia
$21K +$11.5K +306 +85%
DWP
1075
Destiny Wealth Partners
Florida
$21K +$13.8K +367 +122%