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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1151
Gupta Wealth Management
California
$179K +$171K +2,181 New
RAM
1152
Riggs Asset Management
Pennsylvania
$172K
CFN
1153
Cordasco Financial Network
Florida
$164K
JWM
1154
Jacobus Wealth Management
Wisconsin
$163K
FHA
1155
First Horizon Advisors
Tennessee
$152K +$22.5K +287 +18%
WG
1156
Welch Group
Alabama
$152K +$145K +1,847 New
FCCM
1157
First City Capital Management
Georgia
$152K +$145K +1,845 New
TIM
1158
Tortoise Investment Management
New York
$151K -$7.99K -102 -5%
KT
1159
Kanaly Trust
Texas
$149K +$19.4K +247 +16%
TRCT
1160
Tower Research Capital (TRC)
New York
$140K +$56.4K +720 +73%
NCM
1161
Nelson Capital Management
California
$137K -$48.6K -621 -27%
KTC
1162
Kistler-Tiffany Companies
Pennsylvania
$133K
RFS
1163
Rockefeller Financial Services
New York
$133K +$87.8K +1,121 +229%
LS
1164
Lupo Securities
Illinois
$128K -$179K -2,290 -59%
CCMW
1165
Cypress Capital Management (Wyoming)
Wyoming
$127K
LSV Asset Management
1166
LSV Asset Management
Illinois
$123K
PMFA
1167
Plante Moran Financial Advisors
Michigan
$123K +$49.4K +630 +72%
ACS
1168
Archford Capital Strategies
Illinois
$122K -$1.49K -19 -1%
QAM
1169
QCI Asset Management
New York
$117K -$3.92K -50 -3%
LCP
1170
Lombardia Capital Partners
California
$117K
TWA
1171
TCI Wealth Advisors
Arizona
$115K -$2.27K -29 -2%
BL
1172
Balentine LLC
Georgia
$110K +$105K +1,336 New
FMP
1173
Financial Management Professionals
Texas
$107K
MSFP
1174
Mark Sheptoff Financial Planning
Connecticut
$107K
GI
1175
Gradient Investments
Minnesota
$107K +$35.2K +449 +53%