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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
901
Bedel Financial Consulting
Indiana
$117K – – –
FPS
902
Fieldpoint Private Securities
Connecticut
$116K -$8.63K -264 -8%
JFA
903
JNBA Financial Advisors
Minnesota
$113K – – –
PP
904
PrairieView Partners
Minnesota
$113K +$131 +4 +0.1%
KFS
905
Kelly Financial Services
Massachusetts
$108K -$11.8K -361 -11%
GTAM
906
Global Trust Asset Management
Florida
$107K +$93.2K +2,850 New
CWS
907
Confluence Wealth Services
Pennsylvania
$105K +$91.8K +2,808 New
MA
908
Montag & Associates
Georgia
$103K – – –
CF
909
Centaurus Financial
California
$101K +$87.3K +2,670 New
TPCW
910
TD Private Client Wealth
New York
$95.6K +$3.24K +99 +4%
RFA
911
Reilly Financial Advisors
California
$94K – – –
FFA
912
Freedman Financial Associates
Massachusetts
$85K – – –
GLLW
913
Graves Light Lenhart Wealth
Virginia
$84K – – –
HWA
914
Heritage Wealth Advisors
Virginia
$84K +$2.62K +80 +4%
TC
915
Truvestments Capital
Florida
$79K +$392 +12 +0.6%
PCMC
916
Paragon Capital Management (Colorado)
Colorado
$78K +$67.6K +2,067 New
VLKIM
917
Van Lanschot Kempen Investment Management
Netherlands
$76K – – –
TFM
918
TFC Financial Management
Massachusetts
$75K – – –
TCM
919
Tradewinds Capital Management
Washington
$75K – – –
PO
920
Private Ocean
California
$72K – – –
BIA
921
Bell Investment Advisors
California
$72K +$6.77K +207 +12%
OA
922
Operose Advisors
Wisconsin
$71K +$61.8K +1,891 New
SOW
923
State of Wyoming
Wyoming
$71K +$61.9K +1,894 New
LJHT
924
Laurie J. Hall Trustee
$70K – – –
TC
925
Tacita Capital
Ontario, Canada
$70K – – –