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Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
1001
Twin Lakes Capital Management
California
$10.9K
PA
1002
Pineridge Advisors
Missouri
$10.8K -$2.48K -93 -19%
WAM
1003
WFA Asset Management
Wisconsin
$10.8K
KA
1004
Kozak & Associates
Colorado
$10.7K -$4.37K -164 -26%
KPP
1005
Kings Path Partners
Texas
$10.6K
HFM
1006
Hartford Financial Management
Connecticut
$10.2K +$720 +27 +8%
CIA
1007
Cape Investment Advisory
Georgia
$10.2K +$9.3K +349 +1,396%
SIC
1008
SJS Investment Consulting
Ohio
$9.81K +$533 +20 +6%
Q1WB
1009
Quest 10 Wealth Builders
Virginia
$9.62K -$3.17K -119 -25%
TCM
1010
Tradewinds Capital Management
Washington
$8.95K +$80 +3 +0.9%
GSWM
1011
Golden State Wealth Management
California
$8.74K
OP
1012
ORG Partners
Indiana
$8.38K +$453 +17 +6%
SA
1013
Scarborough Advisors
Maryland
$8.17K
TIAAOA
1014
Teachers Insurance & Annuity Association of America
New York
$7.98K +$7.81K +293 New
FC
1015
Financial Consulate
Maryland
$7.62K +$7.46K +280 New
GA
1016
GoalVest Advisory
New York
$7.08K
STB
1017
S&T Bank
Pennsylvania
$7.05K -$107 -4 -2%
JGIA
1018
Jackson Grant Investment Advisers
Connecticut
$6.89K +$6.74K +253 New
CHC
1019
City Holding Co
West Virginia
$6.8K
RWM
1020
Rialto Wealth Management
New York
$6.7K -$2.02K -76 -24%
HIA
1021
Harbor Investment Advisory
Maryland
$6.62K
CIR
1022
Clear Investment Research
Georgia
$6.54K +$80 +3 +1%
FPF
1023
First Pacific Financial
Washington
$6.51K +$879 +33 +16%
FFO
1024
Fortitude Family Office
Arizona
$6.29K -$826 -31 -12%
CPG
1025
Cornerstone Planning Group
New Jersey
$5.96K +$266 +10 +5%