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Name Holding Trade Value Shares
Change
Change in
Stake
RG
851
Retirement Group
California
$41K +$24.8K +400 +133%
MA
852
Montag & Associates
Georgia
$40K -$96.1K -1,550 -69%
CHC
853
City Holding Co
West Virginia
$39K – – –
SWM
854
Sugarloaf Wealth Management
Georgia
$38K +$3.78K +61 +11%
AP
855
Arlington Partners
Alabama
$38K +$40K +645 New
TFO
856
Tarbox Family Office
California
$37K -$496 -8 -1%
BAM
857
Bellevue Asset Management
Washington
$36K +$310 +5 +0.8%
ED
858
Exane Derivatives
France
$35.7K +$37K +597 +5,427%
SA
859
SRH Advisors
Kansas
$35K – – –
SFPG
860
Stonebridge Financial Planning Group
Florida
$35K – – –
BDWM
861
Brewin Dolphin Wealth Management
Ireland
$34K -$7.44K -120 -17%
BC
862
Burleson & Co
California
$34K – – –
SBL
863
Sargent Bickham Lagudis
Colorado
$34K – – –
EWM
864
Evermay Wealth Management
Virginia
$33K – – –
GAM
865
Gemmer Asset Management
California
$33K – – –
LFG
866
Larson Financial Group
Missouri
$33K +$34.7K +560 New
CWA
867
Clearview Wealth Advisors
Oregon
$32K +$434 +7 +1%
GWS
868
Glassman Wealth Services
Virginia
$32K +$1.61K +26 +5%
FMP
869
Financial Management Professionals
Texas
$31K +$372 +6 +1%
C
870
Covestor
United Kingdom
$31K +$32.6K +525 New
LCM
871
Logan Capital Management
Pennsylvania
$30K -$31.6K -510 -50%
MTIC
872
Missouri Trust & Investment Company
Missouri
$30K +$32.2K +519 New
AA
873
Ancora Advisors
Ohio
$29K – – –
CHA
874
Carmichael Hill & Associates
Maryland
$29K – – –
CC
875
Corsicana & Co
Texas
$29K – – –