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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
2051
Tarbox Family Office
California
$1.42M
SFG
2052
SNS Financial Group
Minnesota
$1.42M +$18.8K +70 +1%
CAGAS
2053
Capital Advisory Group Advisory Services
Minnesota
$1.41M -$516K -1,915 -29%
CI
2054
Cavalier Investments
Georgia
$1.41M +$74.3K +276 +6%
DBIA
2055
Dumont & Blake Investment Advisors
New Jersey
$1.41M -$40.4K -150 -3%
BP
2056
BBR Partners
New York
$1.41M +$228K +848 +22%
KWMG
2057
King Wealth Management Group
Florida
$1.41M +$404K +1,500 +46%
LA
2058
Latitude Advisors
Florida
$1.41M -$502K -1,864 -28%
PIA
2059
Pinion Investment Advisors
Kansas
$1.41M +$144K +535 +13%
BCM
2060
Brasada Capital Management
Texas
$1.4M -$401K -1,490 -24%
CCT
2061
Country Club Trust
Missouri
$1.4M -$552K -2,051 -30%
SIS
2062
Sound Income Strategies
Florida
$1.4M +$285K +1,058 +29%
ECM
2063
EMC Capital Management
Texas
$1.39M +$197K +733 +18%
FMB
2064
Field & Main Bank
Kentucky
$1.39M -$293K -1,090 -19%
BOPW
2065
Brandywine Oak Private Wealth
Pennsylvania
$1.39M -$31.2K -116 -2%
IFA
2066
Interactive Financial Advisors
Illinois
$1.39M -$63K -234 -5%
OIS
2067
Okabena Investment Services
Minnesota
$1.38M -$73K -271 -5%
GWSG
2068
GPS Wealth Strategies Group
Colorado
$1.38M +$31.2K +116 +3%
MIM
2069
Manitou Investment Management
Ontario, Canada
$1.38M -$83.5K -310 -6%
HBCM
2070
Heron Bay Capital Management
Michigan
$1.38M +$1.26M +4,671 New
KTC
2071
Kistler-Tiffany Companies
Pennsylvania
$1.37M +$98.5K +366 +9%
TAM
2072
Tealwood Asset Management
Minnesota
$1.37M
VLC
2073
Van Leeuwen & Company
New Jersey
$1.35M -$2.67M -9,923 -68%
BFO
2074
Boston Family Office
Massachusetts
$1.35M +$49.8K +185 +4%
DL
2075
DOHJ LLC
Washington
$1.35M -$102K -380 -8%