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Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
876
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.4K -$5.52K -200 -20%
AIA
877
Arcadia Investment Advisors
Idaho
$25.4K
SWA
878
Sutton Wealth Advisors
Florida
$25.2K +$442 +16 +2%
DWMG
879
DB Wealth Management Group
California
$25K
TFO
880
Tarbox Family Office
California
$25K
RIM
881
Rockbridge Investment Management
New York
$24K -$58.6K -2,125 -73%
FMII
882
Farmers & Merchants Investments Inc
Nebraska
$24K
SLF
883
Sun Life Financial
Ontario, Canada
$23K -$263K -9,516 -93%
CFFP
884
Center for Financial Planning
Michigan
$22K
BWL
885
Bogart Wealth LLC
Virginia
$22K +$83 +3 +0.4%
CHA
886
Carmichael Hill & Associates
Maryland
$22K +$138 +5 +0.7%
IFAM
887
Institutional & Family Asset Management
Colorado
$22K +$166 +6 +0.9%
LWA
888
Lenox Wealth Advisors
New York
$21K
PK
889
Pflug Koory
Nebraska
$21K
TCWM
890
Total Clarity Wealth Management
Illinois
$21K +$18.5K +670 New
FMP
891
Financial Management Professionals
Texas
$20K -$6.9K -250 -28%
ONST
892
Old North State Trust
North Carolina
$19K
SSB
893
Sandy Spring Bank
Maryland
$19K
TWM
894
Tradition Wealth Management
Minnesota
$18K -$2.76K -100 -15%
LFG
895
Larson Financial Group
Missouri
$18K +$110 +4 +0.7%
JWM
896
Janiczek Wealth Management
Colorado
$17K -$994 -36 -6%
CFD
897
Creative Financial Designs
Indiana
$15K
RCA
898
Ranch Capital Advisors
Florida
$15K
FHC
899
First Horizon Corporation
Tennessee
$15K +$856 +31 +7%
TLCM
900
Twin Lakes Capital Management
California
$15K +$12.8K +463 New