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Name Holding Trade Value Shares
Change
Change in
Stake
RF
1926
Rossby Financial
Florida
$147K -$64.9K -428 -32%
RF
1927
Robinswood Financial
Washington
$146K -$9.25K -61 -6%
ITIM
1928
Indiana Trust & Investment Management
Indiana
$146K
MSFP
1929
Mark Sheptoff Financial Planning
Connecticut
$144K
AFC
1930
Ares Financial Consulting
California
$142K
AF
1931
Aviso Financial
Ontario, Canada
$142K +$133K +875 New
VNA
1932
Valley National Advisers
Pennsylvania
$141K -$1.52K -10 -1%
SWM
1933
SHP Wealth Management
Massachusetts
$138K +$31.8K +210 +33%
CF
1934
Conquis Financial
California
$137K
GFA
1935
Godfrey Financial Associates
New York
$136K -$1.06K -7 -0.8%
CWP
1936
Concord Wealth Partners
Virginia
$136K +$127K +839 New
TWM
1937
Tripletail Wealth Management
Florida
$136K -$14.1K -93 -10%
AW
1938
Ankerstar Wealth
Texas
$131K +$8.94K +59 +8%
CWM
1939
Consultiva Wealth Management
Puerto Rico
$130K
DAM
1940
Davis Asset Management
California
$130K
ETS
1941
ESL Trust Services
New York
$130K
ZC
1942
Zeit Capital
Colorado
$130K +$30.3K +200 +33%
BWAM
1943
Boyd Watterson Asset Management
Ohio
$129K
TFIPS
1944
Towarzystwo Funduszy Inwestycyjnych PZU SA
$127K +$17.6K +116 +17%
TFA
1945
Transamerica Financial Advisors
Florida
$126K +$78.8K +520 +202%
RDFA
1946
Ritter Daniher Financial Advisory
Ohio
$124K
NB
1947
NBH Bank
Colorado
$123K +$115K +759 New
CHC
1948
City Holding Co
West Virginia
$122K
RCM
1949
Richardson Capital Management
Wisconsin
$122K
AWM
1950
Ameliora Wealth Management
Switzerland
$121K