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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1901
Castle Wealth Management
Florida
$49K -$289K -2,631 -83%
TCM
1902
Tradewinds Capital Management
Washington
$49K – – –
NR
1903
Newfound Research
Massachusetts
$48K -$36.1K -329 -39%
ANBT
1904
American National Bank & Trust
Texas
$47K -$1.24M -11,327 -96%
TC
1905
Tacita Capital
Ontario, Canada
$47K -$141K -1,286 -71%
HWMA
1906
Heritage Wealth Management (Arizona)
Arizona
$47K +$13.8K +126 +33%
FFA
1907
Fairfield Financial Advisors
Massachusetts
$46.6K +$439 +4 +0.8%
ARMC
1908
American Research & Management Company
Massachusetts
$46K +$1.1K +10 +2%
KFS
1909
Kelly Financial Services
Massachusetts
$43.5K – – –
RCG
1910
Rock Creek Group
District of Columbia
$43K -$56.9K -519 -53%
JEST
1911
JTC Employer Solutions Trustee
Jersey
$43K – – –
TIM
1912
Tortoise Investment Management
New York
$42K -$55.6K -507 -53%
FFC
1913
First Financial Corp
Indiana
$40K – – –
MCA
1914
Maryland Capital Advisors
Maryland
$39K – – –
JGIA
1915
Jackson Grant Investment Advisers
Connecticut
$38K -$18.3K -167 -29%
APC
1916
Aspire Private Capital
North Carolina
$38K -$1.43K -13 -3%
DTIM
1917
Danda Trouve Investment Management
Kansas
$38K – – –
MIM
1918
Macroview Investment Management
Maryland
$37K – – –
SSC
1919
Syverson Strege & Co
Iowa
$37K – – –
NC
1920
NewSquare Capital
Pennsylvania
$35K -$3.17M -28,880 -99%
BSWA
1921
Bromfield Sneider Wealth Advisors
Massachusetts
$35K – – –
MWA
1922
Miller Wealth Advisors
Colorado
$35K – – –
ZB
1923
Zions Bancorporation
Utah
$34K -$95.5K -871 -70%
MCM
1924
McMillion Capital Management
North Carolina
$33K -$26.9K -245 -41%
APW
1925
Axim Planning & Wealth
Ohio
$32K +$10.5K +96 +38%