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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
551
Thompson Siegel & Walmsley
Virginia
$32K
FP
552
Financial Perspectives
Minnesota
$29K +$87 +2 +0.3%
FRA
553
Front Row Advisors
California
$27K -$737 -17 -3%
MFT
554
Moisand Fitzgerald Tamayo
Florida
$27K
PFBT
555
Parkside Financial Bank & Trust
Missouri
$27K +$260 +6 +1%
IRC
556
Investors Research Corp
Georgia
$25K
CFFP
557
Center for Financial Planning
Michigan
$24K
CHC
558
City Holding Co
West Virginia
$22K
GWM
559
Geneos Wealth Management
Colorado
$18K -$10.6K -245 -39%
CFGS
560
Concourse Financial Group Securities
Alabama
$18K -$7.24K -167 -31%
AW
561
Alpha Windward
Massachusetts
$18K +$15.5K +357 New
JFGIW
562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$69.4K -1,600 -82%
CA
563
Clearstead Advisors
Ohio
$17K
LC
564
Lindbrook Capital
California
$17K +$737 +17 +5%
BCA
565
Berman Capital Advisors
Georgia
$16K +$4.29K +99 +39%
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$15K
ETC
567
Exchange Traded Concepts
Oklahoma
$15K +$6.76K +156 +109%
CFG
568
Citizens Financial Group
Rhode Island
$14K
TFO
569
Tarbox Family Office
California
$14K
FDCDDQ
570
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K -$4.46K -103 -27%
GWMIA
571
Global Wealth Management Investment Advisory
Florida
$13K
WCG
572
Weaver Consulting Group
California
$13K
WEC
573
Winslow Evans & Crocker
Massachusetts
$12K -$43 -1 -0.4%
TL
574
TrueWealth LLC
Georgia
$12K
BFEC
575
Benjamin F. Edwards & Company
Missouri
$10K