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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1001
West Paces Advisors
Georgia
$22.4K – – –
TFO
1002
Tarbox Family Office
California
$22K -$6.61K -179 -23%
TF
1003
Tompkins Financial
New York
$22K +$22K +595 New
TWM
1004
Tradition Wealth Management
Minnesota
$21K -$923 -25 -4%
M
1005
MOTCO
Texas
$20K – – –
SWA
1006
SOA Wealth Advisors
New York
$20K – – –
SMG
1007
Spectrum Management Group
Indiana
$19K +$74 +2 +0.4%
MCM
1008
MV Capital Management
Maryland
$19K +$3.69K +100 +24%
JEST
1009
JTC Employer Solutions Trustee
Jersey
$18K – – –
MA
1010
MCF Advisors
Kentucky
$18K +$18.4K +499 New
DI
1011
Disciplined Investments
Oklahoma
$17K -$11.9K -321 -40%
HH
1012
HWG Holdings
Texas
$17K – – –
TLCM
1013
Twin Lakes Capital Management
California
$17K – – –
ASBI
1014
American State Bank (Iowa)
Iowa
$16.3K – – –
CCM
1015
Cribstone Capital Management
Maine
$16K -$2.33K -63 -13%
FRA
1016
Front Row Advisors
California
$16K – – –
RWM
1017
Raffa Wealth Management
District of Columbia
$15.2K -$2.18K -59 -12%
FC
1018
Family CFO
California
$15K – – –
FCG
1019
Financial Connections Group
California
$15K – – –
LWP
1020
Lumature Wealth Partners
Georgia
$15K – – –
RBC
1021
Roble Belko & Company
Pennsylvania
$15K – – –
NL
1022
NVWM LLC
Pennsylvania
$15K +$8.27K +224 +112%
FP
1023
Financial Perspectives
Minnesota
$14.6K – – –
FFC
1024
First Financial Corp
Indiana
$14K – – –
GIA
1025
Goodwin Investment Advisory
Georgia
$14K +$14.7K +399 New