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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
876
TrustCore Financial Services
Tennessee
$26K +$138 +5 +0.6%
MWP
877
Meridian Wealth Partners
Pennsylvania
$26K +$22.8K +825 New
TFIPS
878
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.4K -$5.52K -200 -20%
AIA
879
Arcadia Investment Advisors
Idaho
$25.4K – – –
SWA
880
Sutton Wealth Advisors
Florida
$25.2K +$442 +16 +2%
DWMG
881
DB Wealth Management Group
California
$25K – – –
TFO
882
Tarbox Family Office
California
$25K – – –
RIM
883
Rockbridge Investment Management
New York
$24K -$58.6K -2,125 -73%
FMII
884
Farmers & Merchants Investments Inc
Nebraska
$24K – – –
SLF
885
Sun Life Financial
Ontario, Canada
$23K -$263K -9,516 -93%
CFFP
886
Center for Financial Planning
Michigan
$22K – – –
BWL
887
Bogart Wealth LLC
Virginia
$22K +$83 +3 +0.4%
CHA
888
Carmichael Hill & Associates
Maryland
$22K +$138 +5 +0.7%
IFAM
889
Institutional & Family Asset Management
Colorado
$22K +$166 +6 +0.9%
LWA
890
Lenox Wealth Advisors
New York
$21K – – –
PK
891
Pflug Koory
Nebraska
$21K – – –
TCWM
892
Total Clarity Wealth Management
Illinois
$21K +$18.5K +670 New
FMP
893
Financial Management Professionals
Texas
$20K -$6.9K -250 -28%
ONST
894
Old North State Trust
North Carolina
$19K – – –
SSB
895
Sandy Spring Bank
Maryland
$19K – – –
TWM
896
Tradition Wealth Management
Minnesota
$18K -$2.76K -100 -15%
LFG
897
Larson Financial Group
Missouri
$18K +$110 +4 +0.7%
JWM
898
Janiczek Wealth Management
Colorado
$17K -$994 -36 -6%
CFD
899
Creative Financial Designs
Indiana
$15K – – –
RCA
900
Ranch Capital Advisors
Florida
$15K – – –