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Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
1901
Harvest Group Wealth Management
Massachusetts
$51K
SWM
1902
Sugarloaf Wealth Management
Georgia
$51K
RWG
1903
Regal Wealth Group
California
$50K
UOTTAIMCU
1904
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50K +$42.9K +400 New
CHA
1905
Carmichael Hill & Associates
Maryland
$46K
MFT
1906
Moisand Fitzgerald Tamayo
Florida
$45K
AF
1907
Allworth Financial
California
$42K -$229K -2,133 -86%
PP
1908
Pacifica Partners
Canada
$40K
AIM
1909
Arcadia Investment Management
Michigan
$39K
LTI
1910
Laffer Tengler Investments
Tennessee
$38.7K
CCA
1911
Column Capital Advisors
Indiana
$38K -$5.26K -49 -14%
MAM
1912
Marquette Asset Management
Minnesota
$38K
JGIA
1913
Jackson Grant Investment Advisers
Connecticut
$37K
SL
1914
Savior LLC
Massachusetts
$36K
PK
1915
Pflug Koory
Nebraska
$35K
MWP
1916
Meridian Wealth Partners
Pennsylvania
$35K +$2.04K +19 +7%
WCG
1917
Weaver Consulting Group
California
$34K -$5.37K -50 -16%
CFO
1918
CVA Family Office
Colorado
$34K
SFG
1919
Sowa Financial Group
Rhode Island
$34K
FPB
1920
First PREMIER Bank
South Dakota
$33K
PS
1921
Planned Solutions
California
$32K +$27.2K +253 New
NR
1922
Newfound Research
Massachusetts
$32K +$27.5K +256 New
KFS
1923
Kelly Financial Services
Massachusetts
$31.6K -$9.23K -86 -25%
H
1924
Hexavest
Quebec, Canada
$31K -$9.02K -84 -25%
SIS
1925
Sound Income Strategies
Florida
$31K +$16.5K +154 +164%