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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
801
TD Private Client Wealth
New York
$168K -$228K -2,229 -59%
LFG
802
Larson Financial Group
Missouri
$164K +$5.43K +53 +4%
UCB
803
United Community Bank
South Carolina
$163K -$922 -9 -0.6%
OL
804
OneFund LLC
Florida
$163K +$8.92K +87 +6%
HFS
805
Hantz Financial Services
Michigan
$158K +$58.9K +575 +66%
MHR
806
Matthew Hamilton Rosenberg
$157K
CG
807
Curat Global
New Hampshire
$149K
HBW
808
Hazlett, Burt & Watson
West Virginia
$139K +$43.8K +427 +50%
SIM
809
Sentry Investment Management
Wisconsin
$137K
PWAM
810
Private Wealth Asset Management
Iowa
$136K
TCM
811
Tradewinds Capital Management
Washington
$135K
BTI
812
Blue Trust Inc
Georgia
$134K -$11.5K -112 -8%
IA
813
IFP Advisors
Florida
$131K +$15K +146 +14%
HFM
814
Hartford Financial Management
Connecticut
$129K
RFP
815
Root Financial Partners
California
$123K +$27.1K +264 +31%
PTC
816
Private Trust Company
Ohio
$122K
GBT
817
Grove Bank & Trust
Florida
$120K +$17.2K +168 +18%
ZBNA
818
Zions Bancorporation, National Association
Utah
$119K +$22.5K +220 +25%
TCOV
819
Trust Company of Vermont
Vermont
$117K +$3.89K +38 +4%
FPF
820
First Pacific Financial
Washington
$116K +$10.9K +106 +11%
FUBT
821
First United Bank & Trust
Maryland
$116K
TFM
822
TFC Financial Management
Massachusetts
$113K
CFO
823
CVA Family Office
Colorado
$109K +$4.51K +44 +5%
SAG
824
SageView Advisory Group
California
$108K +$101K +987 New
EP
825
Essential Partners
California
$107K +$42.5K +415 +74%