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