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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
201
Ten Capital Wealth Advisors
Washington
$13K
HI
202
Hudock Inc
Pennsylvania
$12K
WAS
203
Winch Advisory Services
Wisconsin
$12K +$86 +3 +0.8%
FMP
204
Financial Management Professionals
Texas
$12K +$1.64K +57 +17%
EFSCE
205
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$2.13K +74 +22%
IA
206
IFP Advisors
Florida
$12K +$11.5K +400 New
TCWM
207
Total Clarity Wealth Management
Illinois
$12K +$11.5K +400 New
MWM
208
Mascoma Wealth Management
New Hampshire
$11K +$10.4K +360 New
DAM
209
Delta Asset Management
Tennessee
$10K
LWM
210
Liberty Wealth Management
California
$10K
WWM
211
Wolff Wiese Magana
California
$10K +$806 +28 +9%
CHA
212
Carmichael Hill & Associates
Maryland
$9K
WP
213
WealthShield Partners
North Carolina
$9K +$8.63K +300 New
CFB
214
Cullen/Frost Bankers
Texas
$8K -$10.1K -350 -57%
MAM
215
Meeder Asset Management
Ohio
$8K +$460 +16 +7%
CWA
216
Clearview Wealth Advisors
Oregon
$7K
IAIM
217
International Assets Investment Management
Florida
$7K
WTC
218
WhitTier Trust Company
Nevada
$7K
FHC
219
First Horizon Corporation
Tennessee
$7K +$6.04K +210 +636%
ZB
220
Zions Bancorporation
Utah
$6K -$9.93K -345 -63%
CFO
221
CVA Family Office
Colorado
$6K
HRC
222
Hoertkorn Richard Charles
$6K
BBHC
223
Brown Brothers Harriman & Co
New York
$5K
TCM
224
Tradewinds Capital Management
Washington
$5K
HWA
225
HHM Wealth Advisors
Tennessee
$4K