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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1051
Mark Sheptoff Financial Planning
Connecticut
$63K – – –
ME
1052
McIlrath & Eck
Washington
$62K – – –
KFS
1053
Kelly Financial Services
Massachusetts
$60.8K -$28.5K -421 -33%
EWM
1054
Evermay Wealth Management
Virginia
$59K – – –
FCMT
1055
Founders Capital Management (Texas)
Texas
$56K – – –
FFC
1056
First Financial Corp
Indiana
$55K – – –
MPWT
1057
MassMutual Private Wealth & Trust
Connecticut
$55K +$7.37K +109 +16%
CWC
1058
Carolinas Wealth Consulting
North Carolina
$54K +$10.8K +160 +26%
LF
1059
Lee Financial
Texas
$54K +$47.3K +700 +933%
HWA
1060
HHM Wealth Advisors
Tennessee
$52K -$4.8K -71 -9%
SN
1061
Sittner & Nelson
Oregon
$51K – – –
T
1062
TOBAM
France
$51K +$49.1K +726 New
SGAM
1063
Smith Group Asset Management
Texas
$49K -$2.57K -38 -5%
BCA
1064
Bray Capital Advisors
Florida
$49K – – –
MHR
1065
Matthew Hamilton Rosenberg
$48K – – –
TF
1066
TimeScale Financial
Massachusetts
$48K +$2.64K +39 +6%
SSB
1067
Sandy Spring Bank
Maryland
$48K +$15.6K +231 +51%
TFO
1068
Tarbox Family Office
California
$46K – – –
FF
1069
FourThought Financial
Florida
$45K – – –
CAM
1070
CenterStar Asset Management
Illinois
$44K – – –
BCMLT
1071
Beacon Capital Management LLC (Tennessee)
Tennessee
$44K +$42.1K +622 New
RWM
1072
Raffa Wealth Management
District of Columbia
$43.5K – – –
ASBI
1073
American State Bank (Iowa)
Iowa
$42.2K – – –
JGIA
1074
Jackson Grant Investment Advisers
Connecticut
$41K – – –
ACM
1075
Antonetti Capital Management
Florida
$40K – – –