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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1901
Atwood & Palmer
Missouri
$83K – – –
SWP
1902
Strategic Wealth Partners
Ohio
$83K +$80.8K +177 New
CNBTD
1903
Citizens National Bank Trust Department
Mississippi
$82.6K – – –
AAG
1904
Armstrong Advisory Group
Massachusetts
$82.1K +$1.83K +4 +2%
CA
1905
Centerpoint Advisors
Massachusetts
$82K +$4.11K +9 +5%
WIM
1906
Westside Investment Management
California
$79.1K +$64.8K +142 +592%
C
1907
Covestor
United Kingdom
$78K +$1.83K +4 +2%
PD
1908
Point72 (DIFC)
United Arab Emirates
$76.5K +$74.4K +163 New
TFA
1909
Transamerica Financial Advisors
Florida
$76.3K +$8.67K +19 +13%
KTC
1910
Kentucky Trust Company
Kentucky
$74.1K – – –
MIM
1911
Manitou Investment Management
Ontario, Canada
$73.7K – – –
GWSA
1912
Global Wealth Strategies & Associates
Colorado
$73.2K -$11.4K -25 -14%
NRG
1913
Nemes Rush Group
Michigan
$71.8K -$4.11K -9 -6%
RWM
1914
Raffa Wealth Management
District of Columbia
$71.3K +$32.4K +71 +88%
BONH
1915
Bank of New Hampshire
New Hampshire
$70.4K -$1.83K -4 -3%
CB
1916
Community Bank
New York
$70.4K – – –
TCA
1917
Trifecta Capital Advisors
Illinois
$69.9K – – –
BHWM
1918
Bay Harbor Wealth Management
Maryland
$69.9K +$5.02K +11 +8%
SC
1919
Solstein Capital
California
$69.4K +$45.6K +100 +208%
MA
1920
MCF Advisors
Kentucky
$68.7K – – –
GA
1921
GoalVest Advisory
New York
$65.7K +$32.9K +72 +106%
FS
1922
Financially Speaking
Colorado
$65.7K +$63.9K +140 New
MA
1923
Montag & Associates
Georgia
$64.7K – – –
JWA
1924
JFS Wealth Advisors
Pennsylvania
$64.7K +$1.37K +3 +2%
HFS
1925
Hughes Financial Services
Virginia
$64.6K +$46.1K +101 +281%