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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1251
Turtle Creek Wealth Advisors
Texas
$205K +$208K +918 New
RFA
1252
Register Financial Advisors
Georgia
$204K +$208K +918 New
SVWAG
1253
Sound View Wealth Advisors Group
Georgia
$204K +$208K +918 New
PP
1254
Pacifica Partners
Canada
$203K -$6.79K -30 -3%
SSWM
1255
Smith Salley Wealth Management
North Carolina
$203K +$207K +913 New
LWCFA
1256
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K – – –
LA
1257
LVW Advisors
New York
$202K -$134K -593 -40%
FCG
1258
Fielder Capital Group
Tennessee
$201K +$204K +902 New
LBC
1259
Lowe Brockenbrough & Co
Virginia
$200K +$204K +900 New
NCM
1260
NCM Capital Management
New Jersey
$200K +$204K +900 New
WBCM
1261
Wilson & Boucher Capital Management
California
$200K +$204K +900 New
TPW
1262
Talon Private Wealth
Florida
$200K +$203K +898 New
MIM
1263
MTM Investment Management
South Carolina
$200K – – –
TFIPS
1264
Towarzystwo Funduszy Inwestycyjnych PZU SA
$198K -$40.7K -180 -17%
FWA
1265
Flagship Wealth Advisors
Massachusetts
$197K +$17.7K +78 +10%
ADL
1266
Asset Dedication LLC
California
$192K +$1.13K +5 +0.6%
NS
1267
NBC Securities
Alabama
$191K +$6.79K +30 +4%
CW
1268
CrossGen Wealth
North Carolina
$189K – – –
LIA
1269
Limestone Investment Advisors
New York
$187K +$190K +840 New
SR
1270
Swiss Re
Switzerland
$184K +$186K +824 New
CFFP
1271
Center for Financial Planning
Michigan
$183K – – –
PTC
1272
Private Trust Company
Ohio
$181K -$905 -4 -0.5%
TCM
1273
Tradewinds Capital Management
Washington
$178K – – –
CTA
1274
Colonial Trust Advisors
South Carolina
$171K +$10.9K +48 +7%
TPCW
1275
TD Private Client Wealth
New York
$169K +$6.11K +27 +4%