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Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
901
Global Trust Asset Management
Florida
$107K +$93.2K +2,850 New
CWS
902
Confluence Wealth Services
Pennsylvania
$105K +$91.8K +2,808 New
MA
903
Montag & Associates
Georgia
$103K
CF
904
Centaurus Financial
California
$101K +$87.3K +2,670 New
TPCW
905
TD Private Client Wealth
New York
$95.6K +$3.24K +99 +4%
RFA
906
Reilly Financial Advisors
California
$94K
FFA
907
Freedman Financial Associates
Massachusetts
$85K
GLLW
908
Graves Light Lenhart Wealth
Virginia
$84K
HWA
909
Heritage Wealth Advisors
Virginia
$84K +$2.62K +80 +4%
TC
910
Truvestments Capital
Florida
$79K +$392 +12 +0.6%
PCMC
911
Paragon Capital Management (Colorado)
Colorado
$78K +$67.6K +2,067 New
VLKIM
912
Van Lanschot Kempen Investment Management
Netherlands
$76K
TFM
913
TFC Financial Management
Massachusetts
$75K
TCM
914
Tradewinds Capital Management
Washington
$75K
PO
915
Private Ocean
California
$72K
BIA
916
Bell Investment Advisors
California
$72K +$6.77K +207 +12%
OA
917
Operose Advisors
Wisconsin
$71K +$61.8K +1,891 New
SOW
918
State of Wyoming
Wyoming
$71K +$61.9K +1,894 New
LJHT
919
Laurie J. Hall Trustee
$70K
TC
920
Tacita Capital
Ontario, Canada
$70K
TC
921
Trust Company
Kansas
$68K +$327 +10 +0.6%
PWMG
922
Prestige Wealth Management Group
New Jersey
$67K -$6.15K -188 -10%
CA
923
CoreCap Advisors
Michigan
$67K +$58.3K +1,782 New
CA
924
Centerpoint Advisors
Massachusetts
$63K
WT
925
Washington Trust
Rhode Island
$63K