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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
TruNorth Capital Management
Michigan
$914 +$893 +42 New
IA
552
IFS Advisors
Kansas
$913 – – –
MSG
553
Main Street Group
Virginia
$884 – – –
FWA
554
FSC Wealth Advisors
New York
$870 – – –
LG
555
LAM Group
Oregon
$870 – – –
OSNBOA
556
Old Second National Bank of Aurora
Illinois
$870 – – –
DWM
557
Dogwood Wealth Management
Kansas
$870 +$851 +40 New
RG
558
Retirement Group
California
$849 – – –
PA
559
PSI Advisors
Florida
$805 – – –
USB
560
Union Savings Bank
Connecticut
$804 +$659 +31 +517%
EBA
561
Eagle Bay Advisors
New York
$783 – – –
EWP
562
Elevation Wealth Partners
California
$769 – – –
RFG
563
RFP Financial Group
Georgia
$762 -$170 -8 -19%
EDRH
564
Edmond de Rothschild Holding
Switzerland
$762 – – –
GJIA
565
Glass Jacobson Investment Advisors
Maryland
$740 – – –
PCMC
566
Planning Capital Management Corporation
Pennsylvania
$719 – – –
Jones Financial Companies
567
Jones Financial Companies
Missouri
$674 -$999 -47 -60%
CHC
568
City Holding Co
West Virginia
$652 – – –
RTL
569
Red Tortoise LLC
Georgia
$631 – – –
FIM
570
Fernwood Investment Management
Massachusetts
$609 +$595 +28 New
1832 Asset Management
571
1832 Asset Management
Ontario, Canada
$588 – – –
JFGIW
572
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$588 – – –
BWL
573
Bogart Wealth LLC
Virginia
$566 -$106 -5 -16%
CCMI
574
Creative Capital Management Investments
California
$566 – – –
MHR
575
Matthew Hamilton Rosenberg
$560 -$851 -40 -61%