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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2976
TFC Financial Management
Massachusetts
$201K -$120K -412 -37%
BWCS
2977
Beirne Wealth Consulting Services
Connecticut
$200K -$174K -599 -46%
FWM
2978
FMFE Wealth Management
New York
$200K -$3.2K -11 -2%
FMTCOCP
2979
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$200K +$5.24K +18 +3%
SIM
2980
Studio Investment Management
Illinois
$197K -$291 -1 -0.1%
C
2981
Covestor
United Kingdom
$196K -$43.6K -150 -18%
BC
2982
Barrett & Company
Rhode Island
$195K +$1.75K +6 +0.9%
FMP
2983
Financial Management Professionals
Texas
$191K -$13.1K -45 -6%
PA
2984
Pineridge Advisors
Missouri
$191K -$6.11K -21 -3%
GAA
2985
Global Assets Advisory
Florida
$189K +$196K +675 New
PWMG
2986
Private Wealth Management Group
New Jersey
$189K -$291 -1 -0.1%
AI
2987
Axiom Investors
Connecticut
$189K -$163K -560 -46%
AIM
2988
Access Investment Management
Georgia
$188K – – –
SGC
2989
Slocum, Gordon & Co
Rhode Island
$182K -$29.1K -100 -13%
RFG
2990
RFP Financial Group
Georgia
$175K -$61.1K -210 -25%
AA
2991
AlphaCentric Advisors
Puerto Rico
$175K -$16K -55 -8%
WIM
2992
Westside Investment Management
California
$173K – – –
CWC
2993
Carolinas Wealth Consulting
North Carolina
$172K -$5.82M -19,999 -97%
OP
2994
ORG Partners
Indiana
$170K -$1.29M -4,439 -88%
HWA
2995
HHM Wealth Advisors
Tennessee
$169K +$10.5K +36 +6%
GPFA
2996
Game Plan Financial Advisors
Ohio
$169K -$324K -1,113 -65%
EL
2997
EMFO LLC
Florida
$168K – – –
VF
2998
VitalStone Financial
Texas
$167K +$36.4K +125 +27%
TFGT
2999
TS Financial Group (TSFG)
Illinois
$165K – – –
FGA
3000
Fortis Group Advisors
New Jersey
$164K -$441K -1,518 -72%