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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
551
Bedel Financial Consulting
Indiana
$48K +$44.7K +3,597 New
GRP
552
Global Retirement Partners
California
$46K +$211 +17 +0.5%
SWM
553
Sugarloaf Wealth Management
Georgia
$45K +$360 +29 +0.9%
PCH
554
PGIM Custom Harvest
New Jersey
$44K
JFGIW
555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K +$41.4K +3,333 New
CHC
556
City Holding Co
West Virginia
$41K -$1.24K -100 -3%
HR
557
Howe & Rusling
New York
$40K +$13K +1,050 +53%
IA
558
IFP Advisors
Florida
$39K -$69K -5,558 -65%
CCMW
559
Cypress Capital Management (Wyoming)
Wyoming
$38K
GI
560
Gradient Investments
Minnesota
$36K -$2.02K -163 -6%
TCM
561
Tradewinds Capital Management
Washington
$35K +$99 +8 +0.3%
HCP
562
Hexagon Capital Partners
Arkansas
$34K -$12.7K -1,019 -28%
BFEC
563
Benjamin F. Edwards & Company
Missouri
$34K -$224 -18 -0.7%
FP
564
Financial Perspectives
Minnesota
$33.4K +$14.7K +1,184 +90%
EFSCE
565
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$12 +1 +0%
AWM
566
AllSquare Wealth Management
New York
$31K -$6.21K -500 -18%
FA
567
Financial Avengers
California
$28K -$15.8K -1,270 -37%
MCM
568
Manchester Capital Management
Vermont
$28K
OC
569
Oakworth Capital
Alabama
$27K
TFS
570
TrustCore Financial Services
Tennessee
$27K
SA
571
SRH Advisors
Kansas
$26K
IAS
572
IMA Advisory Services
Colorado
$24K
GTAM
573
Global Trust Asset Management
Florida
$23K -$11.6K -937 -36%
NSIM
574
North Star Investment Management
Illinois
$23K
TF
575
TimeScale Financial
Massachusetts
$23K +$373 +30 +2%