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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2051
Transamerica Financial Advisors
Florida
$161K +$186K +1,573 New
FFA
2052
Fairfield Financial Advisors
Massachusetts
$159K +$38.7K +327 +27%
CCA
2053
Catalyst Capital Advisors
New York
$159K – – –
VNA
2054
Valley National Advisers
Pennsylvania
$158K -$3.19K -27 -2%
MBFW
2055
Morton Brown Family Wealth
Pennsylvania
$154K – – –
M1FG
2056
Mach-1 Financial Group
Arkansas
$154K +$179K +1,513 New
RG
2057
Richelieu Gestion
France
$153K +$177K +1,500 New
EBA
2058
Eagle Bay Advisors
New York
$151K +$175K +1,478 New
RAM
2059
Riggs Asset Management
Pennsylvania
$150K – – –
HWA
2060
Heritage Wealth Advisors
Virginia
$150K +$1.77K +15 +1%
HCA
2061
Heck Capital Advisors
Wisconsin
$149K -$20.9K -177 -11%
CWM
2062
Cedar Wealth Management
California
$145K – – –
BC
2063
Blackhill Capital
New Jersey
$143K – – –
BCP
2064
Blue Chip Partners
Michigan
$142K +$118 +1 +0.1%
JGIA
2065
Jackson Grant Investment Advisers
Connecticut
$141K – – –
FBC
2066
Fairfield, Bush & Co
Connecticut
$136K +$158K +1,335 New
TWM
2067
Tradition Wealth Management
Minnesota
$132K +$355 +3 +0.2%
Cohen & Steers
2068
Cohen & Steers
New York
$126K +$3.78K +32 +3%
CCM
2069
Chilton Capital Management
Texas
$126K +$145K +1,229 New
MWC
2070
MBM Wealth Consultants
Missouri
$124K – – –
WWM
2071
Wolff Wiese Magana
California
$123K +$22.2K +188 +18%
BRWM
2072
B. Riley Wealth Management
Tennessee
$122K -$1.4M -11,865 -24%
EIM
2073
Essex Investment Management
Massachusetts
$121K – – –
SC
2074
Seldon Capital
California
$121K – – –
FA
2075
Financial Avengers
California
$121K +$355 +3 +0.3%