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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
701
Optimum Investment Advisors
Illinois
$40K -$1.67K -20 -4%
FHA
702
First Horizon Advisors
Tennessee
$40K +$19.3K +231 +104%
ICP
703
Interchange Capital Partners
Pennsylvania
$38K +$36.5K +437 New
LWP
704
Laurel Wealth Planning
Minnesota
$36K +$33.4K +400 New
TFM
705
TFC Financial Management
Massachusetts
$33K – – –
AFG
706
Albion Financial Group
Utah
$33K +$31.3K +375 New
Fifth Third Bancorp
707
Fifth Third Bancorp
Ohio
$32K – – –
TFA
708
Toth Financial Advisory
Virginia
$32K +$8.35K +100 +38%
CWC
709
Carolinas Wealth Consulting
North Carolina
$27K – – –
RWG
710
Regal Wealth Group
California
$26K – – –
PCG
711
Private Capital Group
Connecticut
$24K +$6.35K +76 +38%
PWM
712
Perigon Wealth Management
California
$24K +$23K +275 New
SWM
713
Selective Wealth Management
Virginia
$22K +$12.5K +150 +150%
LWCFA
714
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K +$20.9K +250 New
PWMG
715
Prestige Wealth Management Group
New Jersey
$21K – – –
RCA
716
Ranch Capital Advisors
Florida
$21K – – –
BWM
717
BerganKDV Wealth Management
Minnesota
$21K +$20K +240 New
BSSFA
718
Baron Silver Stevens Financial Advisors
Florida
$19K +$18.8K +225 New
GWS
719
Glassman Wealth Services
Virginia
$18K – – –
MAM
720
Meeder Asset Management
Ohio
$18K – – –
TWM
721
Tradition Wealth Management
Minnesota
$18K +$16.7K +200 New
CFA
722
Carroll Financial Associates
North Carolina
$17K – – –
RFA
723
Reilly Financial Advisors
California
$17K – – –
JWM
724
Janiczek Wealth Management
Colorado
$16K +$15K +180 New
KFI
725
Key Financial Inc
Pennsylvania
$14K +$13.4K +160 New