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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1851
EFG International
$141K +$27.4K +172 +22%
RF
1852
Robinswood Financial
Washington
$140K -$5.1K -32 -3%
FCAS
1853
First Command Advisory Services
Texas
$139K +$14K +88 +10%
EWM
1854
Evermay Wealth Management
Virginia
$138K – – –
EP
1855
Essential Partners
California
$137K -$1.16M -7,298 -89%
TWM
1856
Tripletail Wealth Management
Florida
$136K – – –
Group One Trading
1857
Group One Trading
Illinois
$133K -$22.4M -140,778 -99%
ECM
1858
Estabrook Capital Management
New York
$132K – – –
KFGG
1859
Keystone Financial Group (Georgia)
Georgia
$132K +$796 +5 +0.6%
ITIM
1860
Indiana Trust & Investment Management
Indiana
$131K -$6.37K -40 -4%
VNA
1861
Valley National Advisers
Pennsylvania
$128K +$2.87K +18 +2%
AFC
1862
Ares Financial Consulting
California
$127K +$4.78K +30 +4%
MSFP
1863
Mark Sheptoff Financial Planning
Connecticut
$127K – – –
FC
1864
Financial Consulate
Maryland
$124K -$49.7K -312 -27%
LIA
1865
Limestone Investment Advisors
New York
$124K +$136K +852 New
GFA
1866
Godfrey Financial Associates
New York
$123K +$1.27K +8 +1%
CF
1867
Conquis Financial
California
$123K – – –
BOJHT
1868
Bank of Jackson Hole Trust
Wyoming
$121K +$1.43K +9 +1%
TWD
1869
True Wealth Design
Ohio
$117K +$14.2K +89 +12%
SMBT
1870
Southern Michigan Bank & Trust
Michigan
$117K +$128K +805 New
MHR
1871
Matthew Hamilton Rosenberg
$116K -$11.6K -73 -8%
KB
1872
Kimelman & Baird
New York
$116K -$637K -4,000 -83%
CWM
1873
Consultiva Wealth Management
Puerto Rico
$116K – – –
ETS
1874
ESL Trust Services
New York
$116K – – –
DAM
1875
Davis Asset Management
California
$116K +$127K +800 New