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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1126
Global Financial Private Client
Florida
$65.7K – – –
MSFP
1127
Mark Sheptoff Financial Planning
Connecticut
$65.1K – – –
ME
1128
McIlrath & Eck
Washington
$64K – – –
TC
1129
Tacita Capital
Ontario, Canada
$63K -$14.3K -200 -19%
HB
1130
Horizon Bancorp
Indiana
$62K +$60.9K +850 New
EWM
1131
Evermay Wealth Management
Virginia
$60.6K – – –
HWMA
1132
Heritage Wealth Management (Arizona)
Arizona
$60.5K +$33.7K +471 +129%
VNA
1133
Valley National Advisers
Pennsylvania
$59K -$5.8K -81 -9%
MHR
1134
Matthew Hamilton Rosenberg
$58.7K – – –
PWS
1135
Paragon Wealth Strategies
Florida
$58.1K +$430 +6 +0.8%
C
1136
Covestor
United Kingdom
$56K -$148K -2,062 -73%
CWC
1137
Carolinas Wealth Consulting
North Carolina
$56K +$72 +1 +0.1%
DJSG
1138
D.J. St. Germain
Massachusetts
$55.6K +$55K +768 New
AF
1139
Arrow Financial
New York
$55K – – –
SN
1140
Sittner & Nelson
Oregon
$52.5K – – –
KFS
1141
Kelly Financial Services
Massachusetts
$51.9K +$143 +2 +0.3%
TIM
1142
Tortoise Investment Management
New York
$48.1K – – –
SSG
1143
Summit Securities Group
New York
$48K -$1.09M -15,209 -96%
BCMLT
1144
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.5K +$2.44K +34 +5%
MFT
1145
Moisand Fitzgerald Tamayo
Florida
$47.1K +$10.2K +143 +28%
ETH
1146
Exos TFP Holdings
New York
$46.5K +$46.1K +643 New
RWM
1147
Raffa Wealth Management
District of Columbia
$46.5K +$1.65K +23 +4%
JWA
1148
JFS Wealth Advisors
Pennsylvania
$45.6K +$8.95K +125 +25%
JGIA
1149
Jackson Grant Investment Advisers
Connecticut
$45.4K – – –
BC
1150
Bartlett & Co
Ohio
$45K +$6.3K +88 +17%